Nicholas Phan

Nicholas Phan Email and Phone Number

Dedicated Contributions Analyst | Driving Impact and Increasing Generosity at Fidelity Charitable @ Fidelity Investments
boston, massachusetts, united states
Nicholas Phan's Location
Raleigh, North Carolina, United States, United States
About Nicholas Phan

Passionate and analytical, I am an aspiring Business Analyst with a strong academic foundation in Business Analytics. I hold a Bachelor's degree in Business Analytics from William Peace University, where I excelled in coursework such as Data Visualization, Managerial Accounting, and Decision Science.During my university studies, I developed a proficiency in using tools like Excel, Tableau, and SQL for data analysis and visualization. I also gained practical experience as a Soar Program Associate at Fidelity Investments, where I underwent comprehensive training across multiple business units, enhancing my understanding of the financial industry.As a Personal Investing Client Services representative, I provided exceptional customer service, ensuring accurate and efficient fund transfers. In Workplace Investing Participant Services, I resolved inquiries, collaborated with cross-functional teams, and managed multiple programs simultaneously.In my role as a Business Intelligence Intern at ViiV Healthcare, I created advanced data visualizations and collaborated with stakeholders to integrate new data assets. I also delivered excellent customer service as a Fidelity Charitable Donor Services representative, managing a high volume of contributions and grants.Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Access, I have intermediate knowledge of tools like Tableau, and Power BI. I am also licensed in FINRA SIE.With a passion for business analysis and a dedication to making a meaningful impact, I am actively seeking opportunities to leverage my analytical mindset and technical proficiency as an Entry-Level Business Analyst.

Nicholas Phan's Current Company Details
Fidelity Investments

Fidelity Investments

View
Dedicated Contributions Analyst | Driving Impact and Increasing Generosity at Fidelity Charitable
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Nicholas Phan Work Experience Details
  • Fidelity Investments
    Contributions Analyst I
    Fidelity Investments Apr 2024 - Present
    Durham, North Carolina, United States
    • NFIDO Queue Management: Execute meticulous paperwork processing for assets held outside of Fidelity, facilitating seamless contribution into Donor Advised Funds and demonstrating meticulous attention to detail.• Wire Contributions Processing: Drive efficiency in processing wire contributions from donors, leveraging strong organizational skills to ensure timely and accurate allocation into donor advised funds, while adhering to regulatory standards.• Voided Check Replacement: Demonstrate exceptional problem-solving abilities in replacing voided checks, ensuring swift reissuance for grants to non-profit organizations and maintaining donor satisfaction.• Exception Handling: Utilize advanced analytical skills to handle exceptions, employing Excel to analyze pricing and proceeds data from various securities, calculate trade values, and maintain precise contribution records.• Dividend Processing: Exhibit a commitment to accuracy in managing dividend processing, honoring dividends granted to donors during contributions, and seamlessly integrating funds into donors' charitable giving accounts.• Conducting pre-diligence on each account, verifying accuracy, and ensuring proper allocation of contributions to the appropriate accounts.• Collaborating with cross-functional teams to address any issues related to contribution processing and resolve challenges promptly.
  • Fidelity Investments
    Client Service Representative - Core Contributions - Fidelity Charitable
    Fidelity Investments Jun 2023 - Apr 2024
    Durham, North Carolina, United States
    • Processing contribution paperwork for donor-advised funds from external firms, encompassing wires, checks, stocks, and mutual funds.• Conducting pre-diligence on each account, verifying accuracy, and ensuring proper allocation of contributions to the appropriate accounts.• Collaborating with cross-functional teams to address any issues related to contribution processing and resolve challenges promptly.
  • Fidelity Investments
    Soar Program Associate - Personal Investing Client Services
    Fidelity Investments Aug 2022 - May 2023
    Durham, North Carolina, United States
    • Served as a client-obsessed financial securities representative, certified in FINRA SIE exam.• Provided exceptional customer service by promptly addressing client inquiries, and offering comprehensive updates on their accounts.• Maintained a high level of professionalism and expertise in financial services, building rapport and trust with clients.
  • Fidelity Investments
    Soar Program Associate - Workplace Investing Participant Services
    Fidelity Investments Jan 2022 - Aug 2022
    Durham, North Carolina, United States
    • Delivered superior customer experience in a fast-paced environment, handling 3,300+ phone inquiries specializing in 401(k) and retirement benefit transactions.• Provided timely resolutions to participants' issues, collaborated with cross-functional teams, and successfully managed multiple programs concurrently, ensuring high levels of accuracy and satisfaction.• Acted as a dedicated peer mentor, providing support and guidance to teammates.
  • Fidelity Investments
    Soar Program Associate - Fidelity Charitable Donor Services
    Fidelity Investments Jun 2021 - Jan 2022
    Durham, North Carolina, United States
    • Delivered excellent customer service through phone communication, streamlining donor experiences with Fidelity Charitable's donor-advised fund.• Successfully managed a high volume of inbound contributions exceeding $17 billion and $10 billion in outbound grants during the largest Giving Season in the organization's history.• Cross-trained in Donor Advised Fund services, website solutions, grant-making, and contribution processing.• Maintained a high degree of accuracy and service quality, achieving a 98.36% Safeguard rating.
  • William Peace University
    Resident Assistant
    William Peace University Aug 2018 - May 2021
    Raleigh, Nc, United States
    -Facilitated the social, academic, and personal adjustment of students to the residence hall and University.-Developed a sense of community among residents as members of a floor, residents of a hall, and active participants in the residence life system.-Planned unique events such as video game tournaments for students and added support to other members programs-Organized and hosted professional development for residential staff.-Enforce the rules and policies of Residence Life and Housing Services and the University.
  • Viiv Healthcare
    Business Intelligence Intern
    Viiv Healthcare Jul 2020 - Dec 2020
    Raleigh, Nc, United States
    -Created advanced data visualizations using Excel and PowerPoint to support reporting and data-driven decision-making.-Coordinated with various stakeholders on projects to allow the integration of new data assets into the reporting infrastructure-Interacted with Sales, Marketing, Digital, and Commercial Insights teams to supplement data and ensure accuracy across the enterprise.
  • Fred Anderson Toyota
    Service Greeter
    Fred Anderson Toyota Jul 2016 - May 2019
    Raleigh-Durham, North Carolina Area
    -Welcomed clients as they arrived at the dealership with energy and enthusiasm-Prioritized regular and additional activities to maintain efficiency levels of services-Coordinated with supervisor to delegate tasks to other team members

Nicholas Phan Education Details

Frequently Asked Questions about Nicholas Phan

What company does Nicholas Phan work for?

Nicholas Phan works for Fidelity Investments

What is Nicholas Phan's role at the current company?

Nicholas Phan's current role is Dedicated Contributions Analyst | Driving Impact and Increasing Generosity at Fidelity Charitable.

What schools did Nicholas Phan attend?

Nicholas Phan attended Cornell University, William Peace University, Millbrook High School.

Who are Nicholas Phan's colleagues?

Nicholas Phan's colleagues are Michael Bombara, Arogya Dhakal, Brianna Zambito, Fsa, Ea, Misty Smeltzer, John Picciolo, Mike Sakr, Cody Brookes.

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