Thomas Curran
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Thomas Curran Email & Phone Number

Financial Associate II — Tax Exempt at Fidelity Investments
Location: Danvers, Massachusetts, United States 6 work roles 3 schools
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Current company
Fidelity Investments
Role
Financial Associate II — Tax Exempt
Location
Danvers, Massachusetts, United States
Company size
83148 employees

Who is Thomas Curran? Overview

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Quick answer

Thomas Curran is listed as Financial Associate II — Tax Exempt at Fidelity Investments, a company with 83148 employees, based in Danvers, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Thomas Curran.

Thomas Curran previously worked as Wealth Management and Trust Intern at Salem Five Bank and Intern at Edibeez. Thomas Curran holds Finance from Providence College.

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Fidelity Investments

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Profile bio

About Thomas Curran

Thomas Curran is a Financial Associate II — Tax Exempt at Fidelity Investments.

Current workplace

Thomas Curran's current company

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Fidelity Investments
Fidelity Investments
Financial Associate II — Tax Exempt
Danvers, MA, US
Website
fidelity.com
Employees
83148
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6 roles

Thomas Curran work experience

A career timeline built from the work history available for this profile.

Wealth Management And Trust Intern

Salem Five Bank

Salem, Massachusetts, United States

  • Collaborated with experienced advisors in devising tailored investment strategies for clients spanning diverse risk profiles
  • Developed different investment plan solutions by leveraging Money Guide Pro software
  • Navigated the intricacies of GWES Fi-Tek, facilitating the establishment multiple accounts, formulation of workflows, and seamless execution of producing audits
  • Leveraged excel to calculate Required minimum distributions for clientele’s IRAs
  • Participated in new and existing client meetings in discussing their investing lifecycle and financial goals
  • Updated investment changes in client portal
Jun 2023 - Aug 2023

Intern

Edibeez

Milan, Lombardy, Italy

  • Crafted about twenty different articles spotlighting the investment activities of international private equity firms
  • Conducted research to analyze and produce additional articles regarding the climate of SPACs, an overview of high yield bond market, and a synopsis of European Private Equity and Venture Capital in the year 2021
  • Provided my peers with constructive feedback regarding their articles through scheduled meetings
Sep 2022 - Dec 2022

Sales Associate

West Marine

Danvers, Massachusetts, United States

May 2021 - Aug 2021

Caddie

Salem Country Club

Peabody, Massachusetts, United States

- Connect with members- Carry golf bags - Calculate the yardage to the hole/pin- Recommend club lengths- Read the greens

Jun 2017 - Aug 2020
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

MS Madison Severy Madison Severy Colleague at Fidelity InvestmentsBow, New Hampshire, United States, United States View → MA Mounika A. Mounika A. Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States View → AS Alexander Shore, Mba Alexander Shore, Mba Colleague at Fidelity InvestmentsNiles, Ohio, United States, United States View → PH Pauline Harty, Pmp Csm Pauline Harty, Pmp Csm Colleague at Fidelity InvestmentsSomerville, Massachusetts, United States, United States View → WA Will Atchley Will Atchley Colleague at Fidelity InvestmentsNewport, Kentucky, United States, United States View → SH Sean Hamblett Sean Hamblett Colleague at Fidelity InvestmentsBrookline, New Hampshire, United States, United States View → MS Michael Shokery Michael Shokery Colleague at Fidelity InvestmentsManchester, New Hampshire, United States, United States View → PP Pooja Pandian Pooja Pandian Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India, India View → MF Mathieu Foley Mathieu Foley Colleague at Fidelity InvestmentsSouth Jordan, Utah, United States, United States View → VB Vince Belgera Vince Belgera Colleague at Fidelity InvestmentsKnightdale, North Carolina, United States, United States View →
3 education records

Thomas Curran education

FAQ

Frequently asked questions about Thomas Curran

Quick answers generated from the profile data available on this page.

What company does Thomas Curran work for?

Thomas Curran works for Fidelity Investments.

What is Thomas Curran's role at Fidelity Investments?

Thomas Curran is listed as Financial Associate II — Tax Exempt at Fidelity Investments.

Where is Thomas Curran based?

Thomas Curran is based in Danvers, Massachusetts, United States while working with Fidelity Investments.

What companies has Thomas Curran worked for?

Thomas Curran has worked for Fidelity Investments, Salem Five Bank, Edibeez, Town Of Danvers - Department Of Public Works, and West Marine.

Who are Thomas Curran's colleagues at Fidelity Investments?

Thomas Curran's colleagues at Fidelity Investments include Madison Severy, Mounika A., Alexander Shore, Mba, Pauline Harty, Pmp Csm, and Will Atchley.

How can I contact Thomas Curran?

You can use AeroLeads to view verified contact signals for Thomas Curran at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Thomas Curran attend?

Thomas Curran holds Finance from Providence College.

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