Graham McConnell

Client Experience Associate at Fidelity Investments

Work History

Work History

Client Experience Associate

Mar 2015 - Present
Fidelity Investments
  • Active Participant of the College Associate Program
  • Serve as a member on the Advisory Council
  • Extensive knowledge of current Corporate Actions
  • Deliver superior and efficient support to high net-worth clients, business partners and correspondents
  • Ability to solve client's issues within specific timeframe

Research Intern

May 2013 - Jul 2013
Jones Lang Lasalle
  • Researched and canvassed buildings throughout Fairfield and Westchester counties
  • Entered building information into database
  • Partook in sales and strategy meetings
  • Provided bookkeeping, scheduling, and administrative support to a team of the top brokers in Westchester County

Caddy

May 2009 - Aug 2012
Westchester Country Club
  • Selected to caddy in the Constellation Senior Players Championship Pro-am
  • Attended to customer requests and ensured customer satisfaction 
  • Prepared golf carts for daily use

Education

Education

Bachelor of Arts

Sep 2010 - May 2014
Loyola University Maryland
  • Major: Political Science
  • Minor: Marketing 

Sep 2006 - Jun 2010
Iona Preparatory School
  • New York State Regents Diploma
  • Varsity Football and Golf

Computer Skills

Certifications

  • Microsoft Word, Excel and Powerpoint
  • Bloomberg, DTC, Broadridge, FBSI

Interests & Activities

  • Golf, Skiing, Tennis, Football, Traveling
  • Loyola University Maryland Golf Club
  • Part of the Solution (POTS)
  • Relay for Life
  • Loyola University Maryland Intramural Flag Football