ABRAHAM M. ASSI:
CV AND RESUME
Welcome! Thank you for taking the time to review my portfolio, please feel free to contact me with any business inquiries or employment opportunities.
BIO
From a young age, Abe has always had a sense of motivation and passion driving him forward. Whether it’s exploring unique opportunities, learning additional skills, or meeting new people, Abraham brings these values to every experience throughout his life on a personal and professional level. To learn more about him, keep exploring this site or reach out directly.
MY EXPERIENCE
Background & Expertise
June 2018- Present
BUSINESS ANALYST, FIDELITY CHARITABLE
Fidelity Charitable is one of the largest Non-Profit 501C3 organizations in the U.S.
-Phone representative assisting with grant writing, contributions, technology related support and usability tests.
-Team resource for Texas and North Carolina colleagues in the Fidelity Charitable, Non-Profit sector.
-Agile trained scrum team member for FC Technology.
-Mentored by Senior Business Analyst during 6 month “Skill Up” project.
March 2016- June 2018
AGILE OPERATIONS PROCESSOR I & II, FIDELITY INVESTMENTS
I worked in the group known as Advisor services and worked as a level I processor before being promoted to a level II.
-Inbound service calls from Financial Advisors who manage large accounts across the US at the Texas regional call center.
-Lean- 6 Sigma project manager, acting as a facilitator for improvement implementation in the company.
-Subject matter expert in the use of Microsoft office, SAS, Salesforce, relationship management and IRS regulations.
August 2015- March 2016
STOCK BROKER, FIDELITY INVESTMENTS
Being a Stock Broker at Fidelity requires the series 7 and 63 licenses which are obtained during a 3 month training period before employment starts.
-Managing of time for independent studying towards professional series 7 and 63 licenses while finishing my last semester or undergraduate degree.
-Explaining complex financial reports to end clients regarding their trades and brokerage investments.
October 2013- August 2015
LEAD OPERATIONS TELLER, CHASE
-Compliance officer to ensure that we passed annual audits and facilitate employee training.
-Deposit, withdrawals, and process currency exchanges for clients’ accounts, average of 1000 clients a day.
-Lead innovation liaison, consulting with management on strategy during new system integration.
EDUCATION
What I’ve Learned
August 2011- December 2015
BACHELORS OF BUSINESS ADMINISTRATION IN OPERATIONS MANAGEMENT
This degree focused on process improvement and supply chain management through successful project implementation. A very heavy emphasis was placed on Lean/ Six Sigma and extensive statistical knowledge. The degree required over 133 credit hours and was among one of the most difficult business degree plans at UTA.
January 2017- December 2018
MASTERS OF BUSINESS ADMINISTRATION
An MBA is a continuation of the basic information that is learned in the undergraduate curriculum. I realized a year out from graduating with my bachelors degree that I was not done learning all I can about business management.
MY SKILLS
What I Do Well
PUBLIC SPEAKING
I'm extremely comfortable coordinating meetings with all levels of associates and management.
LEAN/ SIX SIGMA
Six Sigma is a methodology based on statistical analysis rather than guesswork to improve processes with unknown problems.
MICROSOFT OFFICE SUITE
Expert level of comfort in all Microsoft applications.
BUSINESS ANALYSIS
Identifying the current way things are done, breaking the process apart and finding ways to make it better.
PROJECT MANAGEMENT
The practice of initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time.
"If you want something you've never had, you must be willing to do something you've never done"
Thomas Jefferson
