Zachary Malone
Associate at Fidelity Investments
- Role
- Lead Defined Benefits Associate at Fidelity Investments
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Zachary Malone
Zac is a dedicated results driven Fidelity associate. Possessing a positive attitude, professional work ethic, and high level of integrity.
Experience
Lead Defined Benefits Associate
Apr 2023 — Present
Run complex retirement benefit calculations based on the individual’s salary, interest rates, and years of service• Work on Ad-hoc and analytical projects • Report monthly performance metrics to improve ease of use for client’s business operations• Retain accuracy of client’s information in database
Education
University of San Diego School of Business
Bachelor's degree, Finance, General
2018 — 2021
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