Michael Terzakis Email and Phone Number
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Experienced Fund Accountant with a demonstrated history of working in the financial services industry. Strong accounting professional skilled in Business Planning, and Operations processing.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Retail Expense TeamFidelity Investments Jul 2014 - PresentMerrimack, New HampshireJoined the newly formed Retail Expense Team which was formerly the Audit Service Expense Team. Entered into a new role and new group within the firm. Was trained on new systems, including; FACT, Xtract, SharePoint and GPWS.Processed expenses for Fixed Income and Equity funds, along with Money Market Funds. Each group had different time frames as to when Expenses had to get sent. Assisted in procedural changes to make the work flow more efficient. Processed Earnings Credits for specific funds daily. Once complete would communicate with Business Partners providing them with the updated information. Was requested to join the Cash Team War Room. In the War Room worked with various associates to assist the new cash team to bring down their back log of impacts and over due issues. Was awarded the Exceptional Service award for efforts in the War Room. Assisted on training of new accounting system to process expenses. Worked with firm wide group to assist with a project to alter morning processing for accounting groups.
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Fund Accountant IiiFidelity Investments May 2012 - Jul 2014Merrimack, NhJoined the newly formed Merrimack Centralized Cash Team. Focuses on verifying cash breaks among various groups and accounts. Manage Mortgage-Backed Security and Externally Managed Stable Value Funds. Process various reports to verify that accounts net. Interact with Custodian Banks to authenticate information is transferred correctly.
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Fund Reporting AnaylstFidelity Investments Aug 2006 - Apr 2012Greater Boston AreaWorked as a Fund Accountant for the Fidelity Pricing Cash Management Services within the Institutional Accounting. Daily tasks included trading Institutional Accounts. Verifing Cash activity in the funds. Processing Dividend and Expenses for the funds. Created various procedures to assist with fund notification procedures.
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Pension SpecialistFidelity Investments Aug 2005 - Aug 2006Marlboro, MaWorked as a pension specialist in the Marlboro facility. Was responsible for processing Ford's pension plan. Looked at various issues, communicating between Ford and Fidelity. Dealt with Client Service Managers and Ford Representatives. On occasion due to emergencies would overnight Pension calculations to dying participants.
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ManagerDairy Barn Jun 1999 - Sep 2003Winchester, MassachusettsManaged family business, the Dairy Barn was a convenience store that was one of the first of its kind. It incorporated a drive up window to assist customers with purchasing items on the go. Great lottery volumes sold two 1 Million dollar scratch tickets, a 250,000 scratch ticket winner and 5 Mass Cash winners. For 25 years our only advertisment was word of mouth.
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Public RelationsHellas Hockey North America 1999 - 2000Greater Boston AreaAssisted a Non-Profit start up to get public aid in trying to jump start the Greek National Hockey team. Raised enough money to send a team to Greece and compete in a tournament with The Greek National Team and a Canadian Greek Hockey team.
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Brokerage ServiceFirst Data Corporation Apr 1998 - Jun 1999
Michael Terzakis Skills
Michael Terzakis Education Details
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Finance, Investments & Economics
Frequently Asked Questions about Michael Terzakis
What company does Michael Terzakis work for?
Michael Terzakis works for Fidelity Investments
What is Michael Terzakis's role at the current company?
Michael Terzakis's current role is Retail Expense Team.
What is Michael Terzakis's email address?
Michael Terzakis's email address is ai****@****ast.net
What schools did Michael Terzakis attend?
Michael Terzakis attended Babson College, Boston University, Winchester High School.
What are some of Michael Terzakis's interests?
Michael Terzakis has interest in Children, Politics, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is Michael Terzakis known for?
Michael Terzakis has skills like Investment Advisory, Wealth Management, Mutual Funds, Trading, Alternative Investments, Asset Management, Investments, Retirement Planning, Asset Managment, Management, Financial Services, Banking.
Who are Michael Terzakis's colleagues?
Michael Terzakis's colleagues are Ryan Creen, Shashi Kumar, Anmoldeep Singh, Adheesh Sharma, Cfa, Brianna Zambito, Fsa, Ea, Sushmitha Kumar, Richard Hartnett.
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Michael Terzakis
Athletic Communications Graduate Assistant | Georgetown UniversityIndianapolis, In -
michael Terzakis
Greece
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