Nikholas Romain

MBA

Finance

Fidelity Investments

Fund Portfolio Specialist

- Negotiated terms and conditions of investments, resulting in a 20% increase in deal size and a 10% increase in revenue - Investment specialist entrusted with managing $100M+ in assets across high-net-worth clients, endowments, charitable organizations, corporate pensions, and profit-sharing plans - Achieved a record-breaking accomplishment by receiving 20 customer surveys within 1 month, surpassing 700 associates nationwide at Fidelity. This achievement set a new milestone in Fidelity's history with an exceptional average score of 98 - Financial Modeling of Analytical Financial Metrics - Appointed as the primary liaison for analytical financial metrics within a team of 15+ associates - Orchestrated a rapid transformation from 7th to 1st ranked team in just 1 month. Strategic use of advanced metrics, and decisive leadership were pivotal in achieving this remarkable turnaround - Engineered a sophisticated Excel model integrating data from Tableau, Salesforce, and Bloomberg, enabling in-depth trend analysis. This drove a notable 27% improvement in client satisfaction metrics - Fidelity Investments Media "Mr. Fidelity - Recipient of the Largest Customer Impact Award, leading to a record-breaking interview reaching 104k views video - Partnered with alma mater, Suffolk University to produce a video showcasing role at Fidelity Investments video - After the success of the record-breaking interview, this lead to a larger role in introducing the Fidelity LinkedIn Top Company Video, which achieved an impressive 213K views video - With multiple record-breaking videos, continuously showing the ability to not only appeal to local clients but demonstrating my ability to connect effectively with a national client base, showcasing broad appeal and communication skills