Marcos Dajer Email and Phone Number
FSU alum with a B.S. in Finance and a proven track record in the finance and accounting sectors. Currently serving as a Financial Services Representative at Fidelity Investments. Passionate about delivering tailored solutions and fostering long-term relationships to ensure client success. Feel free to reach out via email or LinkedIn chat.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Financial Services RepresentativeFidelity Investments Feb 2024 - Present -
Financial ConsultantProline Consulting Group Jun 2022 - Feb 2024Miami, Florida, United States• Delivered extensive support to a variety of organizations through process automation, oversight of outsourced labor, report generation and analysis, budgeting, grant management, investment rollforward and proficient bookkeeping.• Serviced a diverse client base encompassing social justice nonprofits, property managers, botanical gardens,disability advocacy, and restaurants alike.• Managed a team of 3 junior consultants by overseeing their engagement with 4 clients representing over $500,000 in contracts.• Fostered strong client relationships by actively collaborating, serving as a dedicated point of contact, ensuring open communication, and maintaining a flexible schedule.
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Amazon Web ServicesRuvos Jan 2021 - Sep 2021United States• Facilitated data transfer between labs and government agencies, including COVID testing and vaccinations following the first vaccine release.• Assisted local companies in the migration from physical hardware to cloud computing which helped streamlinenumerous processes while promoting security and saving over $450,000 altogether.• Participated in weekly team calls to learn about company culture and logistics while also becaming familiar withAmazon Web Services. -
Audit InternPaast Cpa Jun 2020 - Aug 2020Miami, Florida, United States• Assisted in bank and client audits by conducting thorough financial analysis, examining documentation, andensuring compliance with regulatory standards.• Played a key role in the audit process by testing controls and thoroughly validating financial data accuracy, reporting any variances to managers.• Supported audit engagements by preparing comprehensive workpapers, collaborating with cross-functional teams, and contributing to the overall efficiency of the auditing procedures.• Performed these duties in a fast paced, high functioning work environment amidst the pandemic and demonstratedability to work in a “hybrid” environment.
Marcos Dajer Education Details
Frequently Asked Questions about Marcos Dajer
What company does Marcos Dajer work for?
Marcos Dajer works for Fidelity Investments
What is Marcos Dajer's role at the current company?
Marcos Dajer's current role is Financial Services Representative.
What schools did Marcos Dajer attend?
Marcos Dajer attended Florida State University, Belen Jesuit Preparatory School.
Who are Marcos Dajer's colleagues?
Marcos Dajer's colleagues are Kaitlyn Humphreys, Shelby Matteck, Sierra Donegan, Aparna Jayathirth, Mustafa Fazel, Chakira Tompkins, Patrick Colburn.
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