Maxwell Morrison Email
Investment Sales Associate @ Fidelity Investments
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Maxwell Morrison Location
- Boston, MA, US
Maxwell Morrison Work
- Investment Sales Associate @ (March 2026 - Present)
- Customer Relationship Advocate @ (July 2024 - March 2026)
- Financial Analyst II @ (July 2023 - February 2024)
- ADP - Treasury and Investments @ (June 2022 - July 2023)
- ADP - Personal Lines and Corporate Finance @ (January 2022 - June 2022)
- ADP - Product Development @ (June 2021 - January 2022)
- Business Administrator @ (July 2020 - April 2021)
- Economic Assistant @ (May 2020 - July 2020)
- Customer Service Representative @ (October 2015 - January 2020)
- Mason Tender @ Sterling Masonry Company (May 2018 - September 2019)
- Food Server @ (June 2017 - August 2017)
- Umpire @ Holden Baseball Inc. (April 2013 - September 2015)
Maxwell Morrison Education
- University of Massachusetts Amherst
Bachelor of Science - BS (Mathematics and Economics Double Major)
2017-2021
Maxwell Morrison Skills
- Billing Systems
- Bloomberg Terminal
- Business Acumen
- Business Decision Making
- Capital & Expense Budget Management
- Collaborative Problem Solving
- Commercial Insurance
- Communication
- Corporate Finance
- Critical Thinking
- Customer Service
- Documentation
- Financial Analysis
- Financial Planning
- Financial Reporting
- Independent Thinking
- Insurance Underwriting
- Interpersonal Skills
- Investments
- Leadership
- Life Insurance
- Market Data
- Market Research
- Microsoft Excel
- Negotiation
- Organization Skills
- Premium Financing
- Pricing Strategy
- Problem Solving
- Property and Casualty Insurance
- Public Speaking
- Ratemaking
- Relationship Building
- Securities
- Securities Regulation
- State Securities Law
- Suitability
- Teamwork
- Time Management
- Written Communication
Maxwell Morrison Summary
- Maxwell Morrison, based in Boston, MA, US, is currently a Investment Sales Associate at Fidelity Investments. Maxwell Morrison brings experience from previous roles at Fidelity Investments and GE. Maxwell Morrison holds a 2017 - 2021 Bachelor of Science - BS in Mathematics and Economics Double Major @ University of Massachusetts Amherst. With a robust skill set that includes Billing Systems, Bloomberg Terminal, Business Acumen, Business Decision Making, Capital & Expense Budget Management and more. Maxwell Morrison has 1 emails on RocketReach.
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