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Maxwell Morrison Email & Phone Number
Investment Sales Associate
at
Fidelity Investments
1 work email found
@electricinsurance.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Sales Associate
Location
Worcester, Massachusetts, United States
Company size
Who is Maxwell Morrison? Overview
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Quick answer
Maxwell Morrison is listed as Investment Sales Associate at Fidelity Investments, a company with 83148 employees, based in Worcester, Massachusetts, United States. AeroLeads shows a work email signal at electricinsurance.com and a matched LinkedIn profile for Maxwell Morrison.
Maxwell Morrison previously worked as Customer Relationship Advocate at Fidelity Investments and Financial Analyst II at Ge. Maxwell Morrison holds Bachelor Of Science - Bs, Mathematics from University Of Massachusetts Amherst.
Company email context
Email format at Fidelity Investments
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{first}.{last}@electricinsurance.com
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AeroLeads found 1 current-domain work email signal for Maxwell Morrison. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Teamwork, Bloomberg Terminal, Market Research, and 7 others.
Current workplace
Maxwell Morrison's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
12 roles
Maxwell Morrison work experience
A career timeline built from the work history available for this profile.
Customer Relationship Advocate
Current
Jul 2024 - Present
Financial Analyst Ii
- 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.
Jul 2023 - Feb 2024
Adp - Treasury And Investments
- 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.
Jun 2022 - Jul 2023
Adp - Personal Lines And Corporate Finance
- 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.
Jan 2022 - Jun 2022
Adp - Product Development
- 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.
Jun 2021 - Jan 2022
Business Administrator
- 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.
Jul 2020 - Apr 2021
Economic Assistant
- 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.
May 2020 - Jul 2020
Customer Service Representative
Sales focused role with a high volume of community engagement.
Oct 2015 - Jan 2020
Mason Tender
Sterling Masonry Company
Labor-intensive position tending a team of masons full-time during summer and fall seasons.
May 2018 - Sep 2019
Jun 2017 - Aug 2017
Umpire
Holden Baseball Inc.
Certified Little League umpire. Mediated gameplay and ensured cohesive interaction between players and coaches.
Apr 2013 - Sep 2015
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
TL
Tiffany Lucas
Colleague at Fidelity Investments
Greater Richmond Region, United States
View →
DB
Dianne Butler
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
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EC
Ed Cady
Colleague at Fidelity Investments
North Reading, Massachusetts, United States, United States
View →
MJ
Mageshwaran Janarthanam
Colleague at Fidelity Investments
North Carolina, United States, United States
View →
GW
Gina Ward
Colleague at Fidelity Investments
Chicago, Illinois, United States, United States
View →
MT
Melissa Thomas
Colleague at Fidelity Investments
Roanoke, Texas, United States, United States
View →
VS
Vilmarys Salgado
Colleague at Fidelity Investments
Dublin, County Dublin, Ireland, Ireland
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KC
Kim Cooper
Colleague at Fidelity Investments
Latonia Lakes, Kentucky, United States, United States
View →
SG
Skylar Gallemore, Cfp®
Colleague at Fidelity Investments
Creedmoor, North Carolina, United States, United States
View →
SS
Sophia Shirvanian
Colleague at Fidelity Investments
Los Angeles, California, United States, United States
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Tiffany Lucas
Colleague at Fidelity Investments
Greater Richmond Region, United States
View →
DB
Dianne Butler
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
View →
EC
Ed Cady
Colleague at Fidelity Investments
North Reading, Massachusetts, United States, United States
View →
MJ
Mageshwaran Janarthanam
Colleague at Fidelity Investments
North Carolina, United States, United States
View →
GW
Gina Ward
Colleague at Fidelity Investments
Chicago, Illinois, United States, United States
View →
MT
Melissa Thomas
Colleague at Fidelity Investments
Roanoke, Texas, United States, United States
View →
VS
Vilmarys Salgado
Colleague at Fidelity Investments
Dublin, County Dublin, Ireland, Ireland
View →
KC
Kim Cooper
Colleague at Fidelity Investments
Latonia Lakes, Kentucky, United States, United States
View →
SG
Skylar Gallemore, Cfp®
Colleague at Fidelity Investments
Creedmoor, North Carolina, United States, United States
View →
SS
Sophia Shirvanian
Colleague at Fidelity Investments
Los Angeles, California, United States, United States
View →
1 education record
Maxwell Morrison education
FAQ
Frequently asked questions about Maxwell Morrison
Quick answers generated from the profile data available on this page.
What company does Maxwell Morrison work for?
Maxwell Morrison works for Fidelity Investments.
What is Maxwell Morrison's role at Fidelity Investments?
Maxwell Morrison is listed as Investment Sales Associate at Fidelity Investments.
What is Maxwell Morrison's email address?
AeroLeads has found 1 work email signal at @electricinsurance.com for Maxwell Morrison at Fidelity Investments.
Where is Maxwell Morrison based?
Maxwell Morrison is based in Worcester, Massachusetts, United States while working with Fidelity Investments.
What companies has Maxwell Morrison worked for?
Maxwell Morrison has worked for Fidelity Investments, Ge, Remi, Wachusett Mountain Ski Area, and Sterling Masonry Company.
Who are Maxwell Morrison's colleagues at Fidelity Investments?
Maxwell Morrison's colleagues at Fidelity Investments include Tiffany Lucas, Dianne Butler, Ed Cady, Mageshwaran Janarthanam, and Gina Ward.
How can I contact Maxwell Morrison?
You can use AeroLeads to view verified contact signals for Maxwell Morrison at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Maxwell Morrison attend?
Maxwell Morrison holds Bachelor Of Science - Bs, Mathematics from University Of Massachusetts Amherst.
What skills is Maxwell Morrison known for?
Maxwell Morrison is listed with skills including Leadership, Teamwork, Bloomberg Terminal, Market Research, Problem Solving, Public Speaking, Time Management, and Critical Thinking.
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