• Create financial plans customized to the needs of Fidelity's mass affluent investors through leveraging a wide range of products and services.• Develop business from both clients who call Fidelity and through proactive outreach to clients who may need advice and planning.• Motivate, encourage, and drive exceptional customer interactions and outcomes by utilizing a consistent process for success.

• Engage and empower clients to find suitable investment options creating development opportunities. Ensure clients are meeting their financial goals including retirement analysis. • Probe for new asset opportunities. Manage a book of personal leads. Generate business partner leads.• FI Upskill training. Find opportunities for client’s sitting on cash to earn higher yields in fixed income.• Member of Team Accountabilibuddies focused on bringing positive engagement, development support, and accountability to the team.

• Provide information regarding Traditional and Roth IRAs, including the impacts of RMDs, recharacterizations, return of excesses, and Roth Conversions. Assist clients with breaking down their individual circumstances when dealing with Inherited IRAs.• Effectively assess, consult, and discuss the impact of potential small business retirement plan accounts for employers. Assist clients with appropriate ongoing transactional needs in those accounts.

• Assist clients with positive experiences while servicing client requests and providing education when necessary. Provide correct execution of tasks while utilizing Core Path principles.• Completed Fidelity Essentials, Money Movement, Mutual Fund Trading, Equity Trading, and Trading Margins and Options as well as Series testing in line with company timeline.• Earned Team Culture Builder Award.

• Developed and led start up junior hockey team (male players aged 17-20).• Recruited 23 athletes from various regions across the USA and Ontario, Canada in the middle of a pandemic in advance of tight Labor Day deadline.• Set vision and cultural direction of the program. Handled both power play and penalty killing duties in addition to all off-ice including strength and conditioning, plyometrics, and injury prevention.

• Planned and launched new NCAA Division III Men’s Ice Hockey Program.• Through four years, scouted potential candidates from over 2,200 live games in addition to lead generation, cold calling, and on-campus recruiting that included buyer responsive selling. Successfully closed on 60 student-athletes from various regions of the USA, Canada, and Sweden.• Doubled team points, doubled goals scored, power play increased 12.8% to 19.4% for 2018-19 season.• Team achieved GPA of 3.4 in 2019-20 academic year. Highest GPA of all Chatham men’s sports.• Managed $225,000 budget, procured five-year ice arena agreement including reduced costs on ice and no up front locker room build out costs. Negotiated and reduced costs 5-15% with vendor contracts.• Coordinated marketing, corporate goodwill, and personnel development including various campus social awareness events, game management, social media, and community service opportunities.

• Achieved lowest goals against in program history during 2015-16 season. First back to back winning seasons in fourteen years.• Developed weekly skill session practice plans for all positions. Served as strength and conditioning coach, with emphasis on increasing strength, speed, and flexibility.• Arranged team travel, procured equipment and apparel inventory, and performed ancillary tasks.

• Built practices and oversaw instruction; emphasized post-game video review of player performance. • Prepared and analyzed opponent film to strategize for game purposes.• Ensured non-dressing players receive adequate off-ice training commensurate with game play.• Served as Commissioner of Bird Arena Hockey League comprised of over 100 students and local players. Conducted customer survey, implemented feedback, improved payment process, participation, and officiating.• Bird Arena Graduate Assistantship paid for 100% of education.

U.S Director, Central Scouting and Recruitment• Identify, rank, and profile the top 100 New England born 1995 and 1996 birth years• Promote the QMJHL as an alternative option, inform players about the CHL route• Provide feedback on Quebec born players participating in the United States• Attend 2012 QMJHL Combine and 2012 QMJHL Draft

Assistant Coach / Recruiting Coordinator • Directed player recruiting efforts throughout the Eastern United States, Tier1, and NAPHL• Involved in the recruiting of, or coaching of, over 36 future NCAA Division I players• Built recruiting target goals and organizational depth charts utilizing RinkNet platform.• Coordinate on-ice practices for player development. • Organized and conducted player development through Gamebreaker Video Software. • Defensemen Coach• Aided in guiding team to 2011 EJHL Championship; built 2012 EJHL Championship team

Assistant Coach / Recruiting Coordinator • Directed player recruiting efforts throughout the Eastern United States, Tier1, and NAPHL• Involved in the recruiting of, or coaching of, over 36 future NCAA Division I players• Built recruiting target goals and organizational depth charts utilizing RinkNet platform.• Coordinate on-ice practices for player development. • Organized and conducted player development through Gamebreaker Video Software. • Defensemen Coach• Aided in guiding team to 2011 EJHL Championship; built 2012 EJHL Championship team

JAZD Markets is the leading on-line B2B directory marketing company. The company is based in Andover, MA. JAZD and operates B2B directory markets across all major vertical markets with over 100,000 companies listed and more than 1 Million products. The company combines directory placement, advertising, lead generation, newsletter marketing, social media and vertical search into an innovative directory platform where advertisers can measure the value from their marketing spend.

Put customers at ease, answered questions about the menu and beverage selection employing sales techniques in upselling additional items from the menu. Provided polite and positive communication with diverse guests and worked with co-workers in a team environment to create exceptional service. Strong attention to detail and excellent listening skills resulted in highly accurate order placement and elevated guest satisfaction by resolving complaints without delay.

-Server providing quality customer service, food and drink recommendations, product upselling when possible, and a fine dining experience at an upscale evening restaurant focused on rustic Italian cuisine.-Lead and directly handled the creation of a garden plot to allow chef to gain access to herbs and vegetables grown on-site while enhancing customer's spring, summer, and fall dining experience.-Gallo Wine Academy Exam II was completed to enhance product knowledge base.

Director of Hockey Operations • Study and analyze other hockey teams’ performances from video tapes and prepare opponents’ scouting sheets for game day. • Assist with player development, promote goal setting, diagnose players’ habits and grade to chart for the success of the team.• Participate player recruitment efforts; work closely with the hockey staff on marketing and fund raising for endowments from alumni and community. • Trusted with handling confidential information and provide input and advice to the coaching staff on personnel and strategic decisions for the hockey team.

Video Coordinator • Wrote a successful proposal, clear and concise on the estimates, times and costs for upgrading video equipment to improve the performance of the hockey team. Athletic Director approved execution of the technology upgrade based on the well-developed proposal. • Diagnosed and resolved technical difficulties involved in operating team video and software.• Travelled with hockey team across several regions of the United States and Eastern Canada along with making arrangements for their travel and accommodations.

Entrepreneurial Business • Instrumental team member on a creative and productive marketing project that employed the extrovert traits of guerilla marketing which involved the principles of human psychology; caught people off guard and got their attention for the marketing project.• Developed a business plan and created a company called Knightlife, which was a restaurant on campus that offered late night breakfast specials. • Executed an analysis of cooking procedures for Knightlife, initiated some new cooking measures that increased the efficiency of the operation in the first year.