Martin Gauba, Cima® Email & Phone Number

Boston, MA, US

Middleton, Massachusetts, United States

• Conduct thorough investment monitoring and analysis, evaluating the performance and risk of existing investment options within defined contribution and defined benefit plans.
• Utilize internal and external software to conduct comprehensive fund searches, identifying potential replacements for mutual funds within clients' investment lineups.
• Produce quarterly investment reports that effectively communicate performance updates, fund manager commentary, and market insights to clients.
• Perform cost analyses for clients' lineups, identifying opportunities to enhance cost efficiency by transitioning to Collective Investment Trusts (CITs), and implementing changes by working with wholesalers and fund.

Merrimack, New Hampshire, United States

• Built and maintained relationships with high net worth individuals and their advisors, while increasing assets under management through funding of managed portfolios.
• Provided exceptional customer service when trading equities, options, precious metals and mutual funds for clients.
• Utilized business units across Fidelity to solve issues with trade execution, international wires, account restrictions and transfers of assets.

Merrimack, New Hampshire, United States

• Supported over 400 retail clients per month through tax season, using critical attention to detail to process trades accurately and guide clients to the appropriate tax forms.
• Acted as the first point of contact for problem resolution by utilizing CRM software and back-office groups across Fidelity to help solve issues.
• Achieved the highest practice exam score in my class of over 200 traders when studying for the Series 7, and mentored other new hires.

• Developed complex regression models in Excel for executives to use in revenue forecasting.
• Directed a team of 3 junior analysts and delegated big-data research tasks, while ensuring data integrity was not compromised, and deadlines were met on time.
• Mastered using Bloomberg Terminals, FactSet, Mergent and Federal Reserve data bases to source data for the financial models.

Lakewood, New Jersey, United States

• Supervised a team of 6 employees and organized assignment scheduling, ultimately reducing over-staffed days by 10% compared to the previous year.
• Developed and implemented a new client-centric sourcing strategy to reduce inventory carrying costs and increase the profit margin.
• Closed many high profit margin commercial vehicle maintenance contracts per month.

Siauliai, Siauliu, Lithuania

• Assisted the marketing team in entering the North American market by designing and editing their catalogue to better appeal to U.S. consumers.
• Conducted market research and utilized PowerPoint to present my original ideas to chief executives and the marketing department during strategy meetings.
• Translated legal and financial documents utilizing my fluency in Lithuanian.

New Jersey, United States

• Founded a pool service company using my knowledge of filtration systems and 13 years of competitive swim experience
• Created leads, closed seasonal client contracts, learned exceptional customer service and sales techniques through practice
• Developed Excel spreadsheets and forecasts for making chemical ordering as efficient as possible

Wayne, New Jersey, United States