Mark Blazo

Experience

• 

  Kent County Credit Union

  Dec 2010 - Jul 2013

  Member Services Representative

  Manage credit union member needs by opening accounts, processing transactions, and completing various reports.

• 

  Blackford Capital

  Jan 2013 - May 2013

  Analyst Intern

  Blackford Capital is a private equity firm located in Grand Rapids. Since 2000 the firm has concentrated on making investments in the lower-middle market. The firm believes in acquiring, managing, and growing their platform companies. My responsibilities include deal sourcing, analyzing offering memorandums, and financial analysis of potential acquisitions.

• 

  Fifth Third Bank

  Jul 2013 - Apr 2014

  Service to Solutions

  Create solutions for consumer banking customers while simultaneously referring Fifth Third Bank products to create revenue. Set personal goals for revenue created and average handle time for an interaction. Strive to improve overall performance and efficiency on a month over month basis.

• 

  Fox Motors

  May 2014 - Oct 2015

  Office Assistant

  Analyze each sales transaction to find gross margin and overall profitability. Recommend and implement new procedure to track sales data which provided a more streamlined process. Communicate with financial institutions for customer financing credit application. Prepare and submit legal documents to State of Michigan for unit registration.

• 

  Fidelity Investments

  Nov 2015 - now

  Review shareholder documents to ensure accurate financial data and legal disclosure. Read and review updates made by Board of Directors to determine impact to Fidelity's mutual funds. Review and resolve issues for NCEN legal filings to confirm data is accurate for Securities and Exchange Commission. Prepare shareholder reports for Fidelity's mutual funds including prospectus, statement of additional information, and annual/semi-annual reports. Collaborate with internal business partners such as Fund Reporting, Performance, and Disclosure to collect data for mutual funds and implement into shareholder documents. Calculate, analyze, and validate the impacts of accounting transactions to the Net Asset Value of mutual funds. Perform reconciliation and maintain proper valuation of the accounting records for Retail and Institutional funds including position and price reconciling. Strategize retirement planning options for highly compensated employees while discussing goals and investing strategy (held Series 7 and Series 63 license). Educate investors on the features and benefits of Non-Qualified retirement savings plans. Improve internal resources with up-to-date information regarding employer's plans. Provide retirement services to participants in the workplace investing line of business.Process exchange of investment funds within 401(k) plans to meet desired investment strategy. Consolidate retirement accounts.

  • Shareholder Reporting Manager

    Oct 2021 - now

  • Shareholder Reporting Analyst

    Jun 2017 - Oct 2021

  • Fund Accounting Analyst

    Jan 2019 - Oct 2019

  • Non-Qualified Plan Lead

    Jul 2016 - Jun 2017

  • Financial Client Associate

    Nov 2015 - Jul 2016