1. Nathan Barthelemy
364 Maple St, Danvers, MA 01923; (978) 766-2478; nathan.barthelemy@gmail.com
Computer Skills
Hardware: PC, Macintosh. Software: Microsoft Word, Excel, Access, Outlook, PowerPoint, SQL
(oracle), Logic Pro X.
Work Experience
Investor’s Capital (via Accountemps), Lynnfield, MA Oct. 2015 - Present
Licensing / Compliance Analyst; Temporary
- Work on various projects as assigned: organizing files, analyzing and creating reports with Excel.
- Administer FINRA registrations, onboarding, terms, RegEd, and VA appointments.
- Monitor incoming / outgoing wires, checks and emails and escalate when necessary.
- Review data updates and portfolio statements for accuracy.
- Create financial advisor termination letters and mail to clients.
- Process ADV Part 2B brochures for advisory clients.
Mercer, Norwood, MA
Client Service Analyst Dec. 2009 - Dec. 2013
- Senior analyst on a team that administers pension plans.
- Built automated pension calculators, reporting tools and automated mail merges via Excel.
- System tester for bug fixes requiring in depth data mining and analysis
- Set up SQL for the team during implementation of a new client to assist with data mining.
- Processed monthly disbursement file and sent payment information to the trustee.
- Processed and peer reviewed simple to complex pension calculations and retirement packages.
- Point of contact for three pension plans and trustees.
- Scheduled and facilitated weekly client meetings to discuss data, eligibility and other plan issues.
- Created training materials and process flows for coworkers.
Fidelity Investments, Marlborough, MA
Pension Specialist Nov. 2006 - Dec. 2009
- Researched employment histories and corrected data.
- Calculated complex pension benefits a very large client and worked on special projects.
- Extensive data-mining and analysis for preparation and of “Straight Through Processing.
- Troubleshoot system bugs and flag impacted populations to minimize incorrect pension values.
Movieworks, Danvers, MA
Sales Assistant Oct. 2004-Oct. 2006
- A customer service oriented position that also required inventory and organizational skills.
Staples, Danvers, MA
Sales Associate Jul. 1999-Oct. 2004
- Customer service experience gained through daily customer interactions.
- Handled inventory and maintained store stock.
Volunteer Experience
Grace Community Church, Rochester, NH May. 2015 – Present
- Play keyboards for church services a couple times a month.
Mixed Emotions Music, Middleton, MA Jul. 2014 – Jul. 2015
- Set up recording equipment for singers / musicians and run recording sessions.
Education
Salem State College, Salem, MA
Bachelor of Science, Mathematics, May 2006
Minors: Music, Physics; Cumulative GPA 3.6
Dean’s List 2002 – 2006; Math Society