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Travis Shaw profile image

Travis Shaw

Manager Corporate Actions at Fidelity Investments
Intro Book
Seasoned finance professional with expertise in portfolio management and data analysis.
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Location
Massachusetts, United States, US
Skills
  • Powerpoint
  • Microsoft Office
  • Microsoft Excel
  • Microsoft Word
  • Access
  • Show all
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Bio

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Travis Shaw is a seasoned finance professional with a Master's degree in Finance and extensive experience in portfolio management, data analysis, and corporate actions. He has worked at Fidelity Investments and Bryant University Archway Investment Fund, honing his skills in financial analysis and portfolio management. He is proficient in Microsoft Office, Bloomberg, and Factset, and has a strong background in marketing and customer service.

Experience

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Manager Corporate Actions
      • Jan 2023 - Present

    • Team Lead
      • Jun 2019 - Jan 2023

    • Global Corporate Actions
      • Oct 2015 - Jan 2023

  • Bryant University Archway Investment Fund
    • Portfolio Manager
      • Jan 2014 - May 2014

    • Security Analyst
      • Sep 2013 - Jan 2014

  • Digital Federal Credit Union
    • Teller
      • Apr 2011 - Aug 2012

      Responsible for cash/checking deposits, processing loan payments, direct deposits accounts, activate atm/debit cards.Maintained proper cash limits, cashed checks, accepted deposits, and issued cashier's checks, money orders, traveler's checks, cash advances, and funds transfers.

  • The Groton Guys
    • Worker
      • Sep 2009 - Sep 2010

      Established a local service business with a friend.Performed services such as yard work, moving furniture, cleaning etc.Marketed the business and developed repeat customers.; Helped run baseball clinics for children ages 6-14.Assisted sound technician at high school hockey games.Helped organize a tournament to benefit a recently paralyzed student.

  • Basbanes & Chenelle Attorneys At Law
    • Intern
      • Mar 2010 - Jun 2010

      Interned with attorney Chenelle.Researched information pertaining to cases.Delivered information to lawyers for trial preparation.

  • In The Batters Box
    • Batting cage
      • Jan 2008 - Apr 2010

      Opened and closed the facility.Answered telephone.Scheduled appointments and collected payments.Assisted patrons.

  • Travis’ Dog Walking Service
    • Dog Walking
      • Jan 2008 - Apr 2010

      Advertised and marketed pet service.Walked dog and provided pet care.

Education

  • 2014 - 2015
    Bentley College - Elkin B. McCallum Graduate School of Business
    Master's Degree, Finance, General
  • 2010 - 2014
    Bryant University
    Bachelor of Business Administration (BBA), Finance & Economics
  • 2006 - 2010
    Groton-Dunstable Regional High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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