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Joseph McClure
Mid-level financial services professional specializing in wealth management and operations
Fidelity InvestmentsFairleigh Dickinson UniversityNew Jersey, USA5 Years ExperienceMid LevelWorks On-Site
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Experience
Interim Team LeaderFidelity Investments · Aug 2024 – Dec 2024
Help Desk SupervisorFidelity Investments · Jun 2023 – Present
High Net Worth AssociateFidelity Investments · Apr 2022 – Jun 2023
ADRP AnalystBank of America · Jul 2021 – Apr 2022
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Education
Fairleigh Dickinson Universitybachelor, Finance (2021)
Awards
Skills
ComplianceMicrosoft OfficeProject ManagementOnboardingCoachingMentoringManagementOutlookAdobe AcrobatCustomer Relationship ManagementFinancial TransactionsClient RelationsInvestment TradingTaxNewsletter Creation
Languages
English
Certifications
Series 9Series 10Series 66Series 7Securities Industry EssentialsBloomberg Market Concepts
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