Financial Analyst Salt Lake

DAMON C MCCAFFERTY

Stansbury Park, UT ***** 801-***-**** *******@*****.*** linkedin.com/in/damon-mccafferty

Financial Analyst

Results-driven and motivated professional with extensive industry experience in client engagement and financial services. Demonstrated success in administering support to retirement plans, data analysis, and building pipelines by onboarding new clients. Skilled in transaction monitoring, regulatory compliance, and accurate recordkeeping. Clear communicator who builds strong working relationships with peers, clients, and stakeholders to consistently achieve departmental and organizational goals.

KEY SKILLS

Investments Data Analysis Reporting Teaching Customer Service Account Management Microsoft Office – Excel, Word, PowerPoint, Outlook Salesforce Jira Tableau Zoom PSW R R-Studio Canvas Technical Troubleshooting Issue Resolution

PROFESSIONAL EXPERIENCE

Fidelity Investments Salt Lake City, UT February 2004 - November 2024

SENIOR CLIENT SERVICE ADMINISTRATOR, July 2021 – November 2024

Resolved issues for Fortune 500 retirement plans, enhancing client satisfaction and collaborating with partners to meet client objectives, driving successful outcomes.

Ensured report accuracy, supporting data driven decision making.

Generated and scrutinized solutions for employer sponsored retirement plans.

RETIREMENT PLANNER, August 2015 - July 2021

Advised participants of tax-exempt organizations with investment tools to enhance retirement strategies.

Educated participants on investment basics, fostering informed financial decisions.

Collaborated with business partners to expand service reach and fortify the client base.

JUNIOR BUSINESS ANALYST, May 2020 – October 2020

Managed projects and supported team in Agile setting, delivering timely solutions.

Analyzed data to effectively communicate insights to business partners.

Collaborated with partners to identify issues and apply technical solutions.

ELECTRONIC RESPONSE REPRESENTATIVE Full Trader, February 2004 - August 2015

Enhanced customer loyalty through digital interactions, educated clients on investment strategies and Fidelity products, and executed trades in mutual funds, equities and options.

Salt Lake Community College Taylorsville January 2016 - May 2021

ADJUNCT PROFESSOR OF MATHEMATICS

Taught Statistics and Algebra, enhancing student comprehension and engagement.

Developed lesson plans, ensuring clarity and relevance in mathematical concepts.

EDUCATION

Master of Statistics (M.S.) in Econometrics

University of Utah Salt Lake City, Utah

Bachelor of Science (B.S.) in Economics

University of Utah Salt Lake City, Utah

LICENSES AND PROFESSIONAL DEVELOPMENT

Series 7 & 63

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