Marek Mezyk Email & Phone Number

New York City

• Implement administration services and sales support for corporations, banks, trust companies, recordkeepers, TPAs, pension plans and Morgan Stanley affiliates. • Oversee client trade executions, fee payments, client reporting, sales reporting, ad hoc requests and project management.• Work closely with the sales organization in supporting distribution of the Morgan Stanley Institutional funds. • Work with technology teams and Financial Control Group in building central database hub streamlining monthly revenue share payments.• Work with external vendors in identifying conflicting processes based on client feedback.• Presented to senior management monthly results on key performance variance drivers.

Jersey City, Nj

Member of client service team that served as the first point of contact to financial advisors and direct held account customers. Worked with product specialists and bond traders addressing incoming requests from financial advisors with clients holding direct SMA accounts. ● Assist and advise financial advisors regarding products, direct mutual fund accounts, separately managed accounts, and operational inquiries. ● Serve as liaison between Fixed Income Trade Desk and financial advisors providing information on account holdings evaluations, raising funds to accommodate withdrawal requests, and bid activity on open requests. ● Manage trade requests for SMA related to tax harvesting and create reports detailing holdings, duration and tax harvesting analysis. ● Generate live and follow-up leads for internal and external wholesalers.● Participate in new technology rollouts and providing where applicable end user walkthroughs. ● Promote firm brand and inform clients of digital enhancements to company’s website.

Allocated clients to appropriate financial advisor team based on their net worth and specific needs. Educated existing and prospective clients on the full array of Fidelity products and services that best suited their objectives.

A member of the Non-Fidelity Trade Desk responsible for relationships with all mutual fund companies that use Fidelity as a platform to sell their products. Operational responsibilities included execution of mutual fund trades, auditing and reconciling trading activity between companies, performing account maintenance, calculating commissions, and implementing compliance policies and procedures.