Michael Gaulin Email & Phone Number

Boston, MA, US

Boston, MA, US

- Assist live representatives with clients regarding planning, compliance, and service questions. - Manage client escalations in a timely manner and leverage business partners to assist when needed.- Coach team of Investment Solutions Representatives with Team Lead to client model.- Provide timely updates of the markets and any systems that affect the.

Boston, MA, US

• Building relationships with customers to create a financial plan for retirement and other significant savings goals.
• Analyze financial goals and develop investment plans to achieve goals.
• Manage inbound leads and book of outbound leads daily to keep up with opportunities.
• Educate clients on financial markets, personal finance concepts, and money management techniques.

Boston, MA, US

• Participated in the new rollout of client transfer of asset process and identified any pain points to ease the process for the client’s experience.
• Address all questions from clients and provide feedback personalized to the service we provide for each different client.
• Manage time to work across all services provided by our team while continuing to learn new skills to become more adaptable.
• Communicate with the team about clients' ongoing requests to ensure proper execution along with multiple requests they may have.
• Selected as project leader for final presentation in Fidelity Year One program.

Boston, MA, US

• Field phone calls and in person inquiries regarding facility operations and services
• Attend to any ice rink maintenance needs including sharpening patrons skates, and painting ice surface in order to maintain arena aesthetics
• Ensure a safe environment for all skaters during public skates by enforcing arena rules and regulations

Philadelphia, US

• Analyze group holdings for performance compared to peers and benchmark. Communicate with specialized analysts to ensure best methods of valuation. Choose best funds to align with client’s needs.
• Research and analyze municipal and corporate bonds for client acquisitions.
• Create financial plans for client meetings to help understand retirement needs and goals.

Pittsburgh, PA, US

A worldwide market leader providing solutions to complex construction. dck worldwide is a global construction company dedicated to developing, managing, and building projects around the world. For more than 90 years, major corporations, developers, and governments have trusted their creative building solutions to bring their blueprints to life.Roles and.

Newark, New Jersey, US

Participated in the Prudential Externship that was offered through the School of Business at UConn, consisting of a three-day boot camp. I actively developed and improved skills on networking, communication, teamwork, and leadership through working closely with the teams at Prudential Financial and competitively building a data model in a business case.

• Developed and maintained a client list of 35 full service customers
• Budgeted and balanced a constant ledger to track expenses and income
• Hired help for larger jobs to ensure customer satisfaction and efficiency
• Communicated with customers for gratification and local businesses for relationship
• Sold company for a profit

Bachelor’S Degree, Finance, General

Education record