Manager Customer Service

Matthew R. Hogan

*** ******** ******, ********** ** 03102

603-***-**** (Home) 518-***-**** (Mobile) *******@*****.***

Education:

. Southern New Hampshire University, Manchester NH - May 2003

Major in Political Science, Minor in Economics

Skills and Qualifications:

. Series 7, 63, and 65 licensed.

. Superior Relationship Building Skills

. 10 Years experience in Corporate Sales.

. Extensive Client Management and Business Development Experience.

. Proficient with presenting solutions to High Net Worth Clients.

Professional Experience:

. Fidelity Investments, Merrimack, NH

September 2009 to April 2010

Portfolio Advisory Services Client Support Associate. Role was to provide

problem resolution and sales support for Portfolio Advisory Services Senior

Relationship Officers. Outbound telephone and email correspondence with a

focus on acquisition of new assets as well as strengthening client

relationships to retain assets for Fidelity's discretionary money

management solution. Identify areas of opportunity for upgrade to Private

Portfolio Service.

. Fidelity Investments, Merrimack, NH

July 2007 to September 2009

Private Client Group Aligned Relationship Manager. Providing proactive

sales support for regional Account Executive Team. Responsibilities

include assisting Account Executives with effective book management. Tasked

with calling each book client quarterly to assess financial well-being and

provide investment consultations, and identify opportunities for business

partners in the areas of discretionary money management, annuities and life

insurance, as well as income and estate planning.

. Fidelity Investments, Merrimack, NH

October 2006 to July 2007

Private Client Group Relationship Manager. Key responsibilities included

inbound telephone support for Private Client Group clients and branch

network Private Client Group teams. Handling of special requests and

correspondence, as well as ad hoc monetary transactions. Provided

assistance to clients in placing securities trades, including fixed income

trading, in addition to providing fundamental investment guidance and

identifying leads for Private Client Group Account Executives. Proficient

in consultative sales to identify areas of opportunity for the firm.

. Fidelity Investments, Merrimack, NH

September 2005 to October 2006

Premium Services Representative. Primary function as inbound telephone

support for Fidelity's mass affluent client base. Roles included trading

assistance and execution as well as providing guidance, engaging clients in

discussions resolving around consolidation as well as leveraging financial

planning consultants to further profile clients to create a long-term

financial plan.

. Fidelity Investments, Merrimack, NH

October 2004 to September 2005

Service and Trading Representative. Provide outstanding customer service

for core client base. Assistance with client logistical issues as well as

support with various types of securities trading, including equities,

options, and mutual funds.

. Shorty's Restaurant, Bedford, NH

September 2001 to October 2004

Assistant Manager. Responsible for efficient operation of both kitchen and

wait staff. In charge of training initiatives for employees as well as

weekly scheduling. Much time spent partnering with businesses and non-

profit organizations in local community to build synergy as well as to

further develop business and brand recognition.

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