Connor Wheeler
Customer Relationship Advocate at Fidelity Investments
Based in Wakefield, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Wakefield
Industry
Financial Services
Company size
84K
Contact information
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c•••••••@fidelity.com
Phone
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Background
About Connor Wheeler
As a May 2024 graduate, I am eager to secure full-time employment that aligns with my interest in financial services, investments, and corporate finance. My previous internships at Cabot Properties and Rose Grove Capital have equipped me with invaluable skills and experiences. At Cabot Properties, I utilized my strong analytical abilities by developing an Excel database to recalculate and review income fee calculations and worked with budget reconciliations. Meanwhile, at Rose Grove Capital enhanced my knowledge of economic and market conditions. In addition, my roles in customer service and installation at Northshore Pool and Spa underscore my strong communication skills and my commitment to delivering exceptional service. Through these experiences, I have cultivated a strong work ethic, honed my multitasking abilities, and strengthened my analytical skills. I thrive in collaborative team environments that foster mentorship. Additionally, I obtained an Isenberg School of Management Real Estate certificate and Bloomberg Market Concepts certification.
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