Aidan Diaz Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Massachusetts, Us

Waltham, Ma, Us

Serves as the primary point of contact for new advisors in transition. Identifies and researches products and mutual funds to confirm paperwork requirements, troubleshoots and resolves operational issues that arise throughout the transition process. Works collaboratively with internal departments to ensure that the advisor's book of business is established and transferred in a timely manner.

Boston, Ma, Us

Oversaw the asset review process and worked on a team responsible for researching and onboarding new funds to the Fidelity platform. Coordinated with clients and sponsors to initiate reviews and analyzed the memorandums and audit letters to determine if they met the company’s requirements. The primary point of contact for external clients, internal teams and coworkers within the department. Assisted a multi-million-dollar conversion of alternative investments and coordinated daily meetings with the sponsor to manage expectations and meet deadlines, teaching me the valuable skill of client management.

Boston, Ma, Us

Trading team member, responsible for processing new subscriptions and redemptions for end clients and ensuring that all deadlines were met. Managed highly sensitive wire instructions and confirmed the accuracy of trades and client information being sent to sponsors. Oversaw the audit certification project and coordinated with external clients, sponsors and senior management to retrieve and review all the audit documentation that Fidelity required.

Boston, Massachusetts, Us

Researched rent information and inputted data into the company's database. Oversaw the team's spreadsheet and coordinated with coworkers to determine new areas of interest. Assisted management to improve data collection, research methods and overall the team's quality of work.

Los Angeles, Us

Worked on a sales team and generated leads for for the company. Provided estimates and was primarily responsible for finding prospective clients interested in purchasing new windows, siding and/or roofing.