
Mark Kilgallon
Customer Service Advisor

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About me
Performance Reporting Associate Analyst at Fidelity Investments
Education

Independent Colleges, Dublin
2013 - 2014Diploma Financial TradingPsychology/Trading PlanRisk ManagementProduct AnalysisMacro FundamentalsTechnical AnalysisAdvanced Trading Strategies

Dublin Business School
2013 - 2014Diploma Investment in Capital MarketsActivities and Societies: Market Indices & Characteristics Account Management & Operation CFD & Spreadbetting Options Bonds & Other Derivatives Company Analysis & Effective Equity Research

University College Dublin
2015 - 2016QFA Professional Diploma in Financial AdviceQFA LoansQFA RegulationQFA Life AssuranceQFA InvestmentQFA PensionsQFA Financial Planning

National University of Ireland, Maynooth
2007 - 2010Bachelor of Science (B.Sc.) Business, Management, Marketing, and Related Support Services
University College Dublin
2017 - 2017RPA Retirement Planning Advisor
Experience

AIB
Jun 2012 - May 2013Customer Service AdvisorCustomer Service Advisor in Direct Banking call centreCall handling on credit cards and bank accountsDealing with customers in arrearsFraud Prevention on credit cardsWorking in collaboration with Credit Control, Sales and Phone Banking, handling 70-80 calls per day

Permanent tsb
Jan 2014 - Jan 2014Customer Service AdvisorHandling calls on customers wishing to switch banksSelling Current Accounts and Credit Cards Inbound and Outbound calls to prospective customersFollow up Calls and Admin for customer retention

Cornmarket Group Financial Services
Aug 2014 - Oct 2015Retirement & Investment Administrator• Dealing with public sector retirees over the phone, making appointments for them with expert consultants• Allocating clients to consultants each quarter to ensure parity amongst them• Selling the benefits of investing in bonds or ARFs after retirement• Assist the Team Leader with overall running of retirement team• Monitoring campaigns to ensure hit rates and targets were met

New Ireland Assurance
Oct 2015 - Aug 2018Group Retirement Claims Administrator
Link Asset Services
Aug 2018 - Mar 2019Loan Analyst
Simon Shirley Advisors
Apr 2019 - Sept 2019Client Relationship Executive
Fidelity Investments
Sept 2019 - nowPerformance Reporting Associate AnalystThe Performance Reporting team is responsible for ensuring the accuracy of Retail, Institutional and managed clients’ rate of returns data before being published to Fidelity.com.As a Associate Analyst, I am responsible for validating account outliers/exceptions and working with internal stakeholders to correct any data errors in a timely manner.• Researching and resolving daily exceptions generated from the Rate of Return calculation engine • Validating outliers through data analysis by understanding cash flows, interest, accruals, and market values in the performance measurement process• Maintaining operational and written supervisory procedures in accordance with divisional standards• Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality and efficiency in the process Show less
Licenses & Certifications

Managing Logistics
Linkedin learningSept 2023
Understanding Logistics
Linkedin learningAug 2023
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