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Graham McConnell

Client Experience Associate at Fidelity Investments

Work experience

Mar 2015Present

Client Experience Associate

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
May 2013Jul 2013

Research Intern

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
May 2009Aug 2012

Caddy

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

Sep 2010May 2014

Bachelor of Arts

Loyola University Maryland
  • Major: Political Science
  • Minor: Marketing 
Sep 2006Jun 2010

Iona Preparatory School
  • New York State Regents Diploma
  • Varsity Football and Golf

Computer Skills

  • 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