joshua haapanen

joshua haapanen

workplace planning consultant ii

About

Specialties: basic, c + +, communication skills, customer relations, English, languages, Linux, Microsoft money, Microsoft office, Microsoft windows 98, multi - tasking, networking, people soft, safety, Spanish, telephone skills, vista,

Country

united states

City

ayer

Industry

financial services

Skill

microsoft office, customer service, microsoft excel, powerpoint, microsoft word, visio, time management, html, sql, public speaking, linux, project management, access, finance, financial analysis, accounting, peoplesoft

Experience

fidelity investments

workplace planning consultant

fidelity investments

2016-2 - 2019-9 · 3 yrs 8 mos
fidelity investments

workplace planning consultant ii

fidelity investments

2019-9 - Present · 7 yrs 1 mo
onebeacon insurance

intern

onebeacon insurance

2010-6 - 2010-8 · 3 mos

Database entry, flow diagrams, SQL queries.

big y world class market

cashier and service clerk and pizza clerk

big y world class market

2004-2 - 2006-5 · 2 yrs 4 mos
putnam investments

participant service representative

putnam investments

2014-3 - 2014-9 · 7 mos
putnam investments

customer service representative

putnam investments

2011-1 - 2012-12 · 2 yrs
putnam investments

processor

putnam investments

2010-10 - 2011-1 · 4 mos
putnam investments

insurance products

putnam investments

2012-12 - 2016-2 · 3 yrs 3 mos

Hartford and Allstate Annuities

university of massachusetts lowell

treasurer

university of massachusetts lowell

2009-9 - 2011-3 · 1 yr 7 mos

* Customer communication through phone and in person * Handling large quantities of money for payments * Familiarity in People Soft 9 * Responsible for updating Accounts Summaries for students

walmart

produce and cashier

walmart

2009-6 - 2010-10 · 1 yr 5 mos

* Maintained displays * Cleaned and rotated merchandise * Responsible for handling new merchandise and putting in back room * Communication skills * Multitasking with money and customer relations

c&s wholesale grocers

os and d and auditor

c&s wholesale grocers

2006-6 - 2008-8 · 2 yrs 3 mos

* Developed paperwork skills * Developed safety skills and responsibility * Very focused and precise with numbers

fidelity investments

financial customer associate

fidelity investments

2016-2 - 2018-2 · 2 yrs 1 mo

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients' money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we've always believed by providing investors with access to the information and expertise, we can help them achieve better results. That's been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Education

university of massachusetts lowell

university of massachusetts lowell

business administration

2011-1 - 2013-1 · 2 yrs 1 mo
university of massachusetts lowell

university of massachusetts lowell

management

2008-1 - 2011-1 · 3 yrs 1 mo
springfield technical community college

springfield technical community college

2004-1 - 2008-1 · 4 yrs 1 mo

joshua haapanen's Contact Information

Email

******@***.com

Phone

(**) *** ****

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