Jonathan D. Email & Phone Number

• Attained Series 7 and 66 licenses• Utilized SalesForce for workday planning with managers and other team members• Responsible for resolving participant inquiries regarding Defined Benefit and DefinedContribution Plan Benefits• Reviewed and analyzed retirement accounts, and utilized Fidelity’s retirement and investmentprinciples to assist with developing investment plans that aimed at meeting participants shortterm and long-term goals• Focused on putting the customer first by establishing and solidifying relationships withparticipants contacting Fidelity• Collaborated with multiple internal business partners to resolve complicated issues related tobenefit(s) inquiries• Worked unsupervised daily to solve participant problems and to assist with implementing thebest plan of action for participants• Evaluated existing participant resolution process and provided feedback to improve call flowsand customer satisfaction

Durham New Hampshire

Moving furniture along with everyday problem solving and some construction.

Kittery Maine

Processing and doing inventory on incoming products, also selecting items to go the the retail floor.

Newmarket New Hampshire