Thomas Curran

Thomas Curran Email and Phone Number

Financial Associate II — Tax Exempt @ Fidelity Investments
Danvers, MA, US
Thomas Curran's Location
Danvers, Massachusetts, United States, United States
About Thomas Curran

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

Thomas Curran's Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Associate II — Tax Exempt
Danvers, MA, US
Website:
fidelity.com
Employees:
83148
Thomas Curran Work Experience Details
  • Fidelity Investments
    Financial Associate Ii — Tax Exempt
    Fidelity Investments
    Danvers, Ma, Us
    View
  • Salem Five Bank
    Wealth Management And Trust Intern
    Salem Five Bank Jun 2023 - Aug 2023
    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
    View
  • Edibeez
    Intern
    Edibeez Sep 2022 - Dec 2022
    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
    View
  • Town Of Danvers - Department Of Public Works
    Summer Staff
    Town Of Danvers - Department Of Public Works May 2022 - Aug 2022
    United States
    Grounds Division
    View
  • West Marine
    Sales Associate
    West Marine May 2021 - Aug 2021
    Danvers, Massachusetts, United States
    View
  • Salem Country Club
    Caddie
    Salem Country Club Jun 2017 - Aug 2020
    Peabody, Massachusetts, United States
    - Connect with members- Carry golf bags - Calculate the yardage to the hole/pin- Recommend club lengths- Read the greens
    View

Thomas Curran Education Details

Frequently Asked Questions about Thomas Curran

What company does Thomas Curran work for?

Thomas Curran works for Fidelity Investments

What is Thomas Curran's role at the current company?

Thomas Curran's current role is Financial Associate II — Tax Exempt.

What schools did Thomas Curran attend?

Thomas Curran attended Providence College, Ies Abroad, St. John's Prep.

Who are Thomas Curran's colleagues?

Thomas Curran's colleagues are Craig Hogan, Caty Smith, Cindy Pauly, Jakob Haslam, Mellissa Hanks, Jack Hollenbeck, Cindy Fitzpatrick.

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