Paulson Edum
Goffstown,NH
Summary
Accomplished financial services professional with considerable expertise in portfolio management, financial planning, and investment strategies. Strong leadership skills combined with ability to manage risk effectively. Previous work has demonstrated success in improving operational efficiencies and driving revenue growth in a competitive market environment. Skilled at leveraging data analytics to optimize financial performance and strategic decision-making.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Founder | CEO
Edum Financial Solutions
Manchester, NH
01.2024 - Current
Registered Representative
Equity Services, Inc.
Manchester, NH
11.2023 - Current
Licensed Independent Agent
National Life Group
Manchester, NH
11.2023 - Current
Financial Consultant
Fidelity Investments
Nashua, NH
12.2020 - 08.2023
- Company Overview: Fidelity Investments, Nashua Investor Center
- Managed a book of 450 client households with $400 million in assets under administration (AUA) - including $200 million in assets under management (AUM)
- Grew the practice from 90 client households - $140 million in AUA and $10 million in AUM
- Responsible for building long-term, dedicated relationships with clients by developing personalized financial plans, including retirement planning, investment strategies, tax optimization, estate planning, and long-term care
- Led peer in client satisfaction, consolidation, net flows and total development KPIs
- Provided coaching, mentorship, and upskilling opportunities for team members gain proficiency to take on more responsibilities to support the practice and help more people
- Served as Financial Literacy subject matter expert (SME) for Fidelity's external community relations efforts
- Fidelity Investments, Nashua Investor Center
Scrum Master, Diversity Recruiting | Talent Champion
Fidelity Investments
Merrimack, NH
05.2020 - 10.2020
- Company Overview: Fidelity Investments, Merrimack, NH
- Supported company's strategic initiatives focused on accelerating and advancing our D&I efforts to drive a more diverse Regional Center workforce
- Consulted with various business units to develop a robust external hiring pipeline
- Created relationships with professional organizations and built internal D&I acumen with leaders on recruiting, hiring, and onboarding
- Supported company's diversity recruiting need as part of the initiative to bring 300 new employees into the organization
- Lead 'The Equalizers', a scrum team of 9 associates representing broad skills, subject matter expertise, and a passion for promoting diverse perspectives and strengthening the future of the company
- Created strategic relationships for Fidelity with the NAACP, New England College, SNHU, Tribe Academy, etc
- Brought the Fidelity Advantage to the community to support economic development: $30,000 pledged to the NAACP Manchester
- Partnered with the Community Relations team and various employee resource groups to sponsor, host and facilitate Financial Literacy sessions through the NAACP network
- Hosted the 5 Money Musts session at the 2020 NAACP National Conference
- Lead a team of 30+ Fidelity volunteers to participate in a virtual Census and Voting Awareness phone banking (3700 names/phone numbers) in partnership with the NAACP Manchester Project Census Count, Fidelity Cares and Aspire Employee Resource Group
- Interviewed and hired 100+ new associates, as a Talent Champion
- Received Site Impact for Q2 - 2020
- Fidelity Investments, Merrimack, NH
Client Management Representative, Managed Accounts
Fidelity Investments
Merrimack, NH
10.2019 - 05.2020
- Company Overview: Fidelity Investments, Merrimack, NH
- Support and consulted Fidelity clients who have a managed portfolio
- Conducted Annual Strategic Reviews to recommend portfolio strategies that aligns with client's objective and financial situation
- Maintained a 90% Customer Experience Index (CEI) throughout and achieved top tier sales results
- Built and strengthened overall Fidelity relationships with managed account clients through planning conversations and utilizing business partners
- Informed clients on an ongoing basis regarding asset allocation, rebalancing and positioning of their managed accounts
- Educated clients on the importance of disciplined investing vs
- Emotions during times of extreme volatility (March 2020)
- Advocated and shared Fidelity's value proposition to clients to put them in a better financial position
- Fidelity Investments, Merrimack, NH
Marketing Manager, Fidelity Clearing & Custody Solutions (FCCS)
Fidelity Investments
Boston, MA
03.2018 - 09.2019
- Company Overview: Fidelity Investments, Boston, MA
- Recruited as an integral part of the Cross Channels communication team to execute against the marketing communications strategy designed to drive client acquisition and engagement, product adoption and support of key initiatives
- Oversaw client development campaigns, announcements, regulatory and operational communications
- Managed creative and legal relationships to ensure compliant, on-time and on-budget delivery of materials
- Owned the entire lifecycle for Important Notices, FCCS's operational communications vehicle
- Interfaced with Analytics team to assist in targeting, measurement and provided input on process improvements
- Managed the initiation, production, distribution, measurement and reporting of critical operational client communications (Important Notices) across all segments
- Collaborated with ~ 115 subject matter experts/authors across various business units
- Managed the FCCS Important Notice Mailbox and provide support for inquiries from internal and external clients
- Partnered with Legal, Risk, and Compliance teams to drive efficiencies in Important Notice review processes and dramatically increase the speed at which these communications get released to our most strategic clients
- Spearheaded the Important Notice Enhancement initiatives (based on client satisfaction survey and net promoter scores) to enhance the client experience by categorizing, organizing and presenting relevant Important Notices
- Orchestrated the redesign & launch of the new Important Notice email templates and corresponding webpage - the most visited webpage on the FCCS client site
- Created Important Notice dashboard to produce monthly email reports to advise senior management
- Fidelity Investments, Boston, MA
Workplace Planning & Guidance Consultant I
Fidelity Investments
Merrimack, NH
01.2017 - 03.2018
- Company Overview: Fidelity Investments, Merrimack, NH
- Helped participants in over 50 401(k) plans achieve better financial outcomes by engaging in consultative conversations about their workplace plans and retail account options
- Maintained a 95% CEI throughout and achieved top sales results (top 10% out of 60 associates)
- Provided planning and advice on a wide range of topics including plan enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness
- Developed in-depth knowledge of Fidelity and PWI products, service capabilities, and cross-selling Fidelity solutions utilizing the Consultative Sales Solution model
- Received Excellence in Action (EIA) award and Team MVP for Q4 - 2017
- Fidelity Investments, Merrimack, NH
Financial Associate I - Defined Contribution
Fidelity Investments
Merrimack, NH
01.2016 - 12.2016
- Company Overview: Fidelity Investments, Merrimack, NH
- Selected to be a Benefits Fair Presenter to represent the 'Face of Fidelity' at our client sponsored events and engage our participants to take positive actions toward their retirement plans
- Served as Peer Guide to new hire classes and acted as a Subject Matter Expert; provided daily support inside classroom by applying real life context to training materials
- Obtained and acquired feedback from customers to help identify customer experience enhancement opportunities
- Received Excellence in Action (EIA) award and Team MVP for Q2 - 2016
- Fidelity Investments, Merrimack, NH
Business Development/Market Research Analyst
Boyle Energy Services & Technology, Inc.
Merrimack, NH
06.2011 - 01.2016
- Researched market conditions in local, regional, and national areas to determine potential sales of products or services
- Gathered information on competitors, prices, sales, and methods of marketing and distribution
- Utilized survey results to create a marketing campaign based on regional preferences and buying habits
- Played a key role in the creation and design of the company's website using WordPress and assisted with web content management, updating webpages, managed the social media sites (Facebook, Twitter, LinkedIn)
- Created newsletters and press releases and implemented SEO strategies to help drive traffic to the site
- Played a key role in supporting the growth objectives of the company by researching, compiling, and reporting key information to senior management to facilitate business growth opportunities and expansion efforts in the energy sector
- Won the largest client (EPC) in the company's history which resulted in a long-term strategic alliance
- Generated proposals, prepared sales quotations, planned and executed client meetings
- Participated in the business development/acquisition process by assisting with day-to-day management of opportunities
- Developed pro standard operating procedures and conducted financial analysis, created and maintained project budgets and schedules, evaluating commercial options
- Participated in due diligence activities and contract negotiations, preparing presentations to management and clients
Operations Project Coordinator
Boyle Energy Services & Technology, Inc.
Concord, NH
01.2013 - 01.2014
- Experienced in managing teams of 10 - 30 staff members (engineers, project managers, field technicians) and assisting them with all phases of the company's operations approach including scheduling, tracking and assignment of field personnel, assisting project managers to ensure all milestones and report are submitted on time as required by company protocols
- Monitored and maintained domestic and international projects commercially and contractually from project award through project close out
- Managed projects ranging from $100K - $5 million in revenue and ensuring profitability while enhancing exceptional customer experience by creating value
- Reviewed, reconciled and issued monthly invoices to clients and vendors
- Managed document control and interfaced with Business Development, Engineering, Operations and Finance teams to execute projects contractually and commercially: change orders, billings, field personnel tracking, contract negotiation, budget analysis, preparing and driving projects to completion within schedules and budgets
Education
Master's in Business Administration -
Southern New Hampshire University
Manchester, NH01.2012
Bachelor of Arts - Environmental Management & Sustainability, Political Science
Southern New Hampshire University
Manchester, NH01.2010
Skills
- Strategic Business Planning
- Market Research Expertise
- Financial Modeling & Analytical skills
- Program Management & Leadership
- Customer Relationship Management
- Business Development & Sales
- Contract Management & Negotiation
- Operations & Project Management
- Professional Presentations
- Regulatory & Compliance Knowledge
- MS Office suite
- Salesforce
- Tableau
- Relationship building
- Consultative approach
- Digital transformation
- Excellent communication skills
- Executive reports
- Strong entrepreneurial attitude
- Thrives Under Pressure
- Creative thinking
- Ability to work independently
- Teamwork
- Strong work ethic
- Attention to detail
- Highly coachable
Computerspecialskills
- Proficiency with the Internet, MS Office suite, Salesforce, Tableau, Jira, Mural, Siebel and related CRM
- Proven leadership skills including relationship building, influencing, negotiation, and a consultative approach
- Experience in digital and cultural transformation in MarTech, FinTech and Contact Centers
- Excellent communication skills, both written and oral, as well as experience developing effective executive reports and presentations
- Strong entrepreneurial attitude and ability to work in a fast paced and value-driven environment and managing multiple priorities at once and meeting strict deadlines
- Ability to think creatively, work independently and as a team, given limited resources and time
- Strong work ethic and high level of attention to detail and highly coachable
Accomplishments
· 5 Time Recipient of Fidelity Chairman’s Shares in recognition of outstanding performance and being identified as High Potential Employee
· Built strategic relationships for Fidelity, NAACP, HBCUs and universities across NH to attract, hire and retain diverse talents.
· Previous employer was able to adopt Salesforce CRM as a sales tool based on my recommendation.
· Previous employer now has a web presence based on my creative and strategic thinking approach.
Certification
· Securities: FINRA SIE, Series 7, Series 66
· Insurance: Life, Accident, Health, Variable Products (Annuities), Long-term Care Insurance
· Certified Scrum Master®
Affiliations
· Youth Soccer Coach, FC Stars 2013 Boys Blue Team Aug. 2024 to Present
· Council Member & Treasurer, Manchester Proud Jan. 2024 to Present
· Assistant Treasurer, NAACP Manchester Branch Jan. 2024 to Present
· Youth Assistant Soccer Coach, Goffstown United Soccer Club May 2022 to Nov. 2023
· Percussionist, Manchester Christian Church – Music & Production Team May 2011 to May 2015
· Youth Soccer Coach, New Hampshire Sportsplex May 2011 to Apr. 2013
References
References available upon request.
Timeline
Founder | CEO
Edum Financial Solutions
01.2024 - Current
Registered Representative
Equity Services, Inc.
11.2023 - Current
Licensed Independent Agent
National Life Group
11.2023 - Current
Financial Consultant
Fidelity Investments
12.2020 - 08.2023
Scrum Master, Diversity Recruiting | Talent Champion
Fidelity Investments
05.2020 - 10.2020
Client Management Representative, Managed Accounts
Fidelity Investments
10.2019 - 05.2020
Marketing Manager, Fidelity Clearing & Custody Solutions (FCCS)
Fidelity Investments
03.2018 - 09.2019
Workplace Planning & Guidance Consultant I
Fidelity Investments
01.2017 - 03.2018
Financial Associate I - Defined Contribution
Fidelity Investments
01.2016 - 12.2016
Operations Project Coordinator
Boyle Energy Services & Technology, Inc.
01.2013 - 01.2014
Business Development/Market Research Analyst
Boyle Energy Services & Technology, Inc.
06.2011 - 01.2016
Master's in Business Administration -
Southern New Hampshire University
Bachelor of Arts - Environmental Management & Sustainability, Political Science
Southern New Hampshire University
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