Maxwell Morrison

Maxwell Morrison Email and Phone Number

Investment Sales Associate @ Fidelity Investments
Boston, MA, US
Maxwell Morrison's Location
Worcester, Massachusetts, United States, United States
Maxwell Morrison's Contact Details

Maxwell Morrison work email

Maxwell Morrison personal email

n/a
About Maxwell Morrison

Diligent Finance Professional with expertise in investments and treasury. Proven history of providing accurate mathematical modeling and corporate financial analysis to positively affect profitable growth and lean operations. A strong collaborator with exceptional internal and client-facing communication skills.

Maxwell Morrison's Current Company Details
Fidelity Investments

Fidelity Investments

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Investment Sales Associate
Boston, MA, US
Website:
fidelity.com
Employees:
83148
Maxwell Morrison Work Experience Details
  • Fidelity Investments
    Investment Sales Associate
    Fidelity Investments
    Boston, Ma, Us
    View
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Jul 2024 - Present
    Smithfield, Rhode Island, United States
    View
  • Ge
    Financial Analyst Ii
    Ge Jul 2023 - Feb 2024
    Beverly, Massachusetts, United States
    Bolstered controllership of Investments & Treasury reporting and account reconciliations via process improvements and enhanced collaboration with department managers.• Designated subject matter expert for all finance related workflows after rebuild on an updated platform.• Executing accounting and tax responsibilities associated with Vendor Administrator role.
    View
  • Ge
    Adp - Treasury And Investments
    Ge Jun 2022 - Jul 2023
    Beverly, Massachusetts, United States
    Oversaw monthly bank account reconciliations exceeding $10MM.• Coordinating with Portfolio Managers to prepare investment reports for the firm’s $600MM bond portfolio.• Formulating Cash from Operations and presenting results in monthly - close meetings with senior leadership.
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  • Ge
    Adp - Personal Lines And Corporate Finance
    Ge Jan 2022 - Jun 2022
    Beverly, Massachusetts, United States
    Owned a broad range of FP&A deliverables, their timelines, and the integrity of the data contained.• Supporting operational teams in meeting strategic goals through regular reporting and ad hoc projects• Understanding the drivers and key details of business data to communicate with stakeholders.
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  • Ge
    Adp - Product Development
    Ge Jun 2021 - Jan 2022
    Beverly, Massachusetts, United States
    Provided analysis for state and countrywide actuarial indications.• Utilizing industry data to understand where and how competitors innovate and operate.• Informing the team with competitive research and analyses necessary for product filings and pricing.
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  • Remi
    Business Administrator
    Remi Jul 2020 - Apr 2021
    Amherst, Massachusetts, United States
    Leveraged Google, LinkedIn, and ZoomInfo metrics to inform and execute marketing decisions.• Producing webinars that reflect the insight of the firm’s software as it relates to current public policy initiatives.• Revamped nationwide recruitment for remote positions, representing the company at virtual career events.
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  • Remi
    Economic Assistant
    Remi May 2020 - Jul 2020
    Amherst, Massachusetts, United States
    Prospected public policy decision makers who drive transportation, energy, environmental, and fiscal development across different regions and states in the U.S.• Assisted in business development efforts alongside team of Associates. • Forged relationships with industry leaders in the pursuit of improving public policy though dynamic economic analysis.
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  • Wachusett Mountain Ski Area
    Customer Service Representative
    Wachusett Mountain Ski Area Oct 2015 - Jan 2020
    Princeton, Ma
    Sales focused role with a high volume of community engagement.
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  • Sterling Masonry Company
    Mason Tender
    Sterling Masonry Company May 2018 - Sep 2019
    Sterling, Ma
    Labor-intensive position tending a team of masons full-time during summer and fall seasons.
  • Chocksett Inn
    Food Server
    Chocksett Inn Jun 2017 - Aug 2017
    Sterling, Ma
    Busing tables and running orders to guests.
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  • Holden Baseball Inc.
    Umpire
    Holden Baseball Inc. Apr 2013 - Sep 2015
    Holden, Ma
    Certified Little League umpire. Mediated gameplay and ensured cohesive interaction between players and coaches.

Maxwell Morrison Skills

Leadership Teamwork Bloomberg Terminal Market Research Problem Solving Public Speaking Time Management Critical Thinking Written Communication Customer Service Organization Skills

Maxwell Morrison Education Details

Frequently Asked Questions about Maxwell Morrison

What company does Maxwell Morrison work for?

Maxwell Morrison works for Fidelity Investments

What is Maxwell Morrison's role at the current company?

Maxwell Morrison's current role is Investment Sales Associate.

What is Maxwell Morrison's email address?

Maxwell Morrison's email address is ma****@****nce.com

What schools did Maxwell Morrison attend?

Maxwell Morrison attended University Of Massachusetts Amherst.

What skills is Maxwell Morrison known for?

Maxwell Morrison has skills like Leadership, Teamwork, Bloomberg Terminal, Market Research, Problem Solving, Public Speaking, Time Management, Critical Thinking, Written Communication, Customer Service, Organization Skills.

Who are Maxwell Morrison's colleagues?

Maxwell Morrison's colleagues are Logan Valgardson, Johnna Padvaiskas, John Kearney, Chakira Tompkins, Shashi Kumar, Victoria Hung, Amanda Goble.

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