Summary
Overview
Work History
Education
Skills
Timeline
Generic

Suzanne Burgess

Franklin,MA

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

31
31
years of professional experience

Work History

Activity Monitor

John F Kennedy Elementary School
Franklin , MA
10.2023 - 06.2024

Supported faculty and staff by providing supervision to children during lunch and recess in classes Kindergarten through fifth grade.

  • Communicated with children to provide comfort, encouragement and positive reinforcement.
  • Notified appropriate personnel of concerns regarding children's health, behavior or emotional state.
  • Rendered first aid and immediate assistance to students on emergency basis.
  • Observed and monitored children's play activities.
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.

Associate Marketing Manager

Fidelity Investments
Boston , MA
05.1999 - 09.2000
  • Worked closely with external/internal wholesalers to determine appropriate marketing offerings and strategies for business needs.
  • Worked closely with customers to determine appropriate marketing offerings and strategies for business needs.
  • Created and managed campaigns to support product launches, promotions, and other initiatives.
  • Coordinated with internal teams on the design, production, and distribution of marketing materials.
  • Worked with management team to oversee and monitor marketing strategy.
  • Managed creation of marketing materials, collateral and sales support tools.

Board Review Manager

Fidelity Investments - Corporate Office
Boston , MA
05.1997 - 05.1999
  • Worked with portfolio managers and senior management to create quarterly Board reviews to be reviewed by the Fidelity Board of Trustees.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues. Remained calm and professional in stressful circumstances, and effectively diffused tense situations.
  • Established processes to ensure efficient workflow throughout the organization.
  • Recruited and trained new employees to meet job requirements.
  • Reviewed completed work to verify consistency, quality and conformance.

Legal Reviewer

Fidelity Investments - Corporate Office
Boston , MA
02.1995 - 05.1997
  • Reviewed all marketing materials to be used in Fidelity advertisements, as well as prospectuses.
  • Edited or rewrote written collateral and submitted for approval by manager.
  • Identified potential risks associated with launching new products or services based on review results.
  • Worked closely with management team to provide updates on progress of reviews being conducted.
  • Provided timely information and work output to supervisors and team members.
  • Provided training and guidance to junior reviewers regarding best practices when conducting reviews.

Customer Service Representative

Fidelity Investments Institutional Services
Boston , MA
06.1993 - 02.1995
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Answered incoming calls, providing frontline customer support or assistance with product and service transactions.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

Education

Bachelor of Arts - Economics

University of North Carolina At Wilmington
Wilmington, NC
06-1993

Skills

  • Multitasking and Prioritization
  • Decision-Making
  • Crisis Management
  • Punctual and Reliable
  • Verbal and Written Communication
  • Time Management

Timeline

Activity Monitor

John F Kennedy Elementary School
10.2023 - 06.2024

Associate Marketing Manager

Fidelity Investments
05.1999 - 09.2000

Board Review Manager

Fidelity Investments - Corporate Office
05.1997 - 05.1999

Legal Reviewer

Fidelity Investments - Corporate Office
02.1995 - 05.1997

Customer Service Representative

Fidelity Investments Institutional Services
06.1993 - 02.1995

Bachelor of Arts - Economics

University of North Carolina At Wilmington
Suzanne Burgess