Andrew Kingston Email and Phone Number
Andrew Kingston work email
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Andrew Kingston personal email
Andrew Kingston phone numbers
I am a graduate from Roger Williams University. I received two degrees in Finance and Accounting. I have a strong work ethic and the ability to work independently as well with others in a team. I strive for excellence and welcome new challenges and opportunities.
The Bulfinch Group
View- Website:
- bulfinchgroup.com
- Employees:
- 138
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The Bulfinch GroupNeedham, Ma, Us
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Investment Operations AdministratorThe Bulfinch Group Jul 2022 - PresentNeedham, Ma, Us- Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, annuity processing and other cash and asset processing.- Act as subject matter expert for several different responsibilities within brokerage Operations.- Interact with Broker/Dealer on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems.
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Stock Loan AssociateUstocktrade Nov 2020 - Jan 2022- Assist running the company’s proprietary ATS trading platform by providing liquidity to the ATS. This includes check on all stocks in the system and volumes being traded. - Communicates with our clearing houses to make sure all needed stock are in the ATS system for smooth trading before and during open market hours.- In conjunction with the COO ran and maintain Ustocktrades Stockloan desk. Which included paying out dividends to users and ACATs out of the system.- Answers user inquiries regarding the platform, resetting passwords and helping with general product questions.- Preform monthly communications review as part of compliance needs. -
Business AnalystJohn Hancock Jan 2020 - Oct 2020Boston, Ma, Us- Helped with ad hoc reporting of Salesforce for sales managers and regional sales personal. As well reconcile any missing or corrupt data.- Aided in data clean up and removal of duplications from Peoplesoft to Salesforce.- Gathered requirements for system upgrades to third party CRM application.- Production support for Salesforce users and managed and maintained inbox of issues. -
Business AnalystFidelity Investments Nov 2018 - Jan 2020Boston, Ma, Us- Continued work with Fidelity’s eCommunication tool.- Supported the creation and implementation of lexicons that both regulators and the business requested in the application.- Aided with Fidelity’s privacy team on all new data breach law notifications to impacted business units. Assisted in the crafting and editing of privacy letters to Fidelity customers when a breach occurred. - Helped in the roll out and publishing of 2019 privacy policy on Fidelity’s customer facing website. - Circulated monthly and quarterly key risk metrics for the privacy team. -
Business Analyst Enterprise Compliance TechnologyFidelity Investments Jun 2017 - Nov 2018Boston, Ma, Us- Ran daily stand up meeting with business and technology partners to address issues with the compliance applications. - Coordinated all planned installs to ensure compliance with company procedures and insure there were no conflicts with other installs. - Gather requirements and test cases for updating Fidelity’s portfolio manager disclosure application. - Assisted in the management of Fidelity’s eCommunication tool. Worked with the business on production incidents that they faced while using the application during normal business operations. C- Coordinated meetings between the business users and the technology team to size and rank in business value and effort which enhancements will be a part of each install.
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Compliance Intern Enterprise Compliance TechnologyFidelity Investments Jun 2016 - Aug 2018Boston, Ma, Us- Helped organize and migrate content from legacy storage site to Microsoft document central. - Created test cases for compliance’s Global Employee Monitoring System for regression testing post install.
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Administrative Intern Relationship Management Middle OfficeFidelity Investments May 2015 - Aug 2015Boston, Ma, Us- Tasked with fulfilling Document Retrieval and Client Presentation requests from Salesforce for Managing Directors.- Aided in the communication with the outgoing service team to make sure the information that was sent out to the Volume Submitter Team was accurate and concise.
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Seasonal Maintenance AssociateG&T Maintenance Aug 2010 - Dec 2014- Drive and maintain equipment including trucks, lawn mowers, leaf blower, sanders, snow plows.- Seasonal yard maintenance. (Spring- Fall) - Snowplowing, removal and sanding.
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Sailing InstructorTown Of Yarmouth, Ma Jul 2009 - Aug 2014- Level 1 U.S. Sailing Instructor certified. - Planned and lead classes ranging from beginners to experienced sailors.- Maintains fleet of boats, ensuring they are safe and ready for use at classes.- Parent Liaison - relayed information regarding child’s progress and ability to advance to the next level.
Andrew Kingston Skills
Andrew Kingston Education Details
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Roger Williams UniversityAccounting And Finance -
Needham High School
Frequently Asked Questions about Andrew Kingston
What company does Andrew Kingston work for?
Andrew Kingston works for The Bulfinch Group
What is Andrew Kingston's role at the current company?
Andrew Kingston's current role is Investment Operations Administrator at The Bulfinch Group.
What is Andrew Kingston's email address?
Andrew Kingston's email address is an****@****ity.com
What is Andrew Kingston's direct phone number?
Andrew Kingston's direct phone number is +161791*****
What schools did Andrew Kingston attend?
Andrew Kingston attended Roger Williams University, Needham High School.
What skills is Andrew Kingston known for?
Andrew Kingston has skills like Time Management, Organization And Prioritization Skills, Problem Solving, Microsoft Office, Powerpoint, Microsoft Word, Teamwork, Microsoft Excel, Salesforce.com.
Who are Andrew Kingston's colleagues?
Andrew Kingston's colleagues are Sangita Joshi Rousseau, Jessica Barry, Yan Katz, John Coyle, Ricp, Lee Adelson, Jonah S. Callandret, Susannah Windmiller.
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