Nikholas Patrick Romain Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

❖ Healthcare, Technology & Industrials

Chestnut Hill, Massachusetts, Us

Boston, Ma, Us

❖ Achieved a record-breaking accomplishment by receiving 20 customer surveys within 1 month, surpassing 700+ associates nationwide at Fidelity. This achievement set a new milestone in Fidelity's history with an exceptional average score of 98%Financial Modeling of Analytical Financial Metrics:❖ Appointed as the primary liaison for analytical financial metrics within a team of 15+ associates❖ Orchestrated a rapid transformation from 7th to 1st ranked team in just 1 month. Strategic use of advanced metrics, and decisive leadership were pivotal in achieving this remarkable turnaround❖ Engineered a sophisticated Excel model integrating data from Tableau, Salesforce, and Bloomberg, enabling in-depth trend analysis. This drove a notable 27% improvement in client satisfaction metricsFidelity Investments Media “Mr. Fidelity”:❖ Recipient of the Largest Customer Impact Award, leading to a record-breaking interview reaching 104k views ❖ Partnered with alma mater, Suffolk University to produce a video showcasing role at Fidelity Investments ❖ After the success of the record-breaking interview, this lead to a larger role in introducing the Fidelity LinkedIn TopCompany Video, which achieved an impressive 213K views ❖ With multiple record-breaking videos, continuously showing the ability to not only appeal to local clients but demonstrating my ability to connect effectively with a national client base, showcasing broad appeal and communication skills

❖ Utilized DCF analysis in a $600,000 acquisition of Hyde Park Fish Market, demonstrating sustained annual growth of 7%❖ Developed and implemented tax planning strategies for high-net-worth individuals, resulting in a 18% reduction in tax liability and a 22% increase in client satisfaction❖ Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients❖ Analyzed financial data and identified potential investment opportunities, resulting in a 17% increase in portfolio returns for clients

Boston, Ma, Us

❖ Assist 100+ students with assignments for Finance, Accounting, and Entrepreneurship.❖ Created curriculum for the class “Financial Creativity : How to Become a Millionaire” alongside professor due to my vast knowledge on the Stock Market.❖ Succeeded in helping students raise their average grades at a rate of 25% due to unique study strategies.

Milwaukee, Wi, Us

❖ Executed trades, managed stocks, bonds, mutual funds and wrote financial plans for 15+ clients❖ Stayed up-to-date on market trends and regulatory changes, providing valuable insights to clients and resulting in a 96% satisfaction rate❖ Maintained client returns 11% higher than the team average

London, Gb

❖ Collaborated with high-net-worth clients like Paul McCartney, Celine Dion, Eddie Murphy, Disney, and Netflix on 5 projects❖ Overseeing extensive financial modeling with budgets exceeding $105M❖ Analyzed quantitative data creating reports using FP&A Analysis, which generated a 20% cost reduction

Anaheim, Ca, Us

❖ Organized and coordinated drafting sections of the final appeal judgement, decisions, and orders for the legal drafting team.❖ Assisted in preparing cases for trial in federal court involving such claims such as consumer misrepresentation, assault and battery, and custody battles.

Master Of Business Administration - Mba, Banking, Corporate, Finance, And Securities Law

Master'S Degree, Finance

Business Administration, Finance