Robert C. Fredette M.S.F.

Experience

• 

  Ken Ryan Baseball Academy

  Sept 2012 - Apr 2014

  Instructor

  - Instructed children, ages ranging from five to sixteen, on how to properly play the game of baseball and advance their skills- Worked the counter- Handled some managerial duties- Customer service.

• 

  Senator Jack Reed

  Mar 2014 - Aug 2014

  - Planned public relation events for the senator - Researched locations for senator’s appearances - Coordinated the events, including his campaign commercial - Constituent problem solving- Traveled with senator to his public relations appearances

  • Campaign Office Intern

    Jun 2014 - Aug 2014

  • Senate Office Intern

    Mar 2014 - Jun 2014
• 

  Fairfield University

  Mar 2015 - Dec 2015

  New Student Leader

  - Welcomed and assisted new students and their families for orientation and move-in- Taught a freshman seminar on wide array of weekly topics- Counseled underclassmen on a number of different problems ranging from personal to academic - Underwent leadership and diversity training

• 

  Rhode Island Hospitality Association

  May 2015 - Aug 2015

  Marketing Intern

  - Spearheaded annual report project - Assisted in planning association’s main events- Coordinated event logistics - Worked with CEO on Marketing efforts- Contacted companies for sponsorships and donations- Assisted with ongoing projects of staff members

• 

  Rhode Island Auditor General

  May 2016 - Aug 2016

  Intern

  - Analyzed RI state pension and OPEB reports- Research pension and OPEB forecasts - Compose RI state budget reports - Monitored changes in RI state budget and connecting legislation - Tracked material state acquisitions and disposals for RI Capital Asset Report- Reviewed RI Division of Taxation withholding confirmations

• 

  Fairfield University

  Jan 2017 - May 2018

  Service Learning Associate

  - Partner with faculty in teaching a service learning course- Coordinate logistics and community partnerships for service- Lead service reflections- Manage students and keep them accountable

• 

  Stellarware

  May 2017 - Jul 2021

  - Work with project managers and marketing to develop proposals in response to “Request for Proposals”-Monitor compliance to ensure insurance industry is meeting project related state mandatory requirements- Perform audits to ensure insurance industry is performing on-line searches to meet project related state mandatory requirements- Develop new and existing business with member states and insurance companies - Assist with marketing to prospective clients, member states, insurance partners and for expanded services Show less

  • Outreach and Compliance Coordinator

    Jun 2019 - Jul 2021

  • Customer Service Representative

    May 2017 - Jun 2019
• 

  Northwestern Mutual

  Feb 2018 - Jul 2018

  College Financial Representative

  - Offer a personalized approach to providing customized solutions tailored to each client’s short term ad long term financial goals and objectives. - Provide needs-based analysis to help ensure the client’s needs are met at every life stage- Manage financial risk of clients - Achieve financial security for clients in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments.

• 

  Fidelity Investments

  Sept 2021 - now

  • Provide back office support to the Personal Trust Services and Integrated Wealth Mgmt (IWM) product offerings• Perform operational functions to support both the brokerage and the Trust product offerings including: cash and share reconciliation, risk report review, creation of monetary transactions, and workflow management• Provide problem resolution support to Fidelity Personal Trust Co (FPTC), IWS Service Teams and the various supports groups• Act as a liaison between FI, OSG and all internal business partners• Support internal and external customers• Interpret, research and resolve intermediate to complex mutual fund, brokerage and cross-product issues either by phone, email or additional correspondence• Process complex customer requests and provide complete ownership of issues through to resolution, while establish relationships with internal and external customers / business partners Show less -Support divisional business needs, while maintaining a “client first” mentality-Drive high satisfaction, quality, and efficiency for both the client and Fidelity-Deliver outstanding results quickly and efficiently, utilizing effective time management skills-Drive innovation through curiosity and comprehensive understanding of business processes and challenges-Assist and advise business partners on trade related operational workflows-Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team-Actively participate in meetings and process improvement initiatives Able to interact with all levels of management and business partners Show less

  • Associate Analyst, Trust Operations

    Jan 2025 - now

  • Trust Operations Representative

    Jan 2022 - Jan 2025

  • Trade Service Analyst

    Sept 2021 - Jan 2022