{"$schema":"https://raw.githubusercontent.com/jsonresume/resume-schema/v1.0.0/schema.json","basics":{"name":"Nicholas Wilson-Thayer","label":"Regional Investment Consultant","image":"https://saywise-production-profilepicturestoragebucket-kbfooccc.s3.amazonaws.com/profile-pictures/59483dc2-2272-40a1-90a1-ab2eaff6966e/linkedin-1792626093001.jpg","summary":"Regional Investment Consultant at Fidelity Investments advising financial advisors on portfolio construction and product positioning across Southwestern CT and the greater NY area. Santa Clara University economics graduate with prior internships in investment analytics, real estate, and public-sector finance.","location":{"city":"Boston, MA, United States"},"profiles":[{"network":"LinkedIn","username":"nicholas-wilson-thayer","url":"https://linkedin.com/in/nicholas-wilson-thayer"}]},"meta":{"canonical":"https://saywise.com/member2669","version":"v1.0.0","lastModified":"2026-10-21T23:41:36.300Z"},"x_saywise":{"handle":"member2669","pronouns":null,"availability":null,"oneLiner":"Regional Investment Consultant at Fidelity Investments advising financial advisors on portfolio construction and product positioning across Southwestern CT and the greater NY area. Santa Clara University economics graduate with prior internships in investment analytics, real estate, and public-sector finance.","profileUrl":"https://saywise.com/member2669","markdownUrl":"https://saywise.com/member2669/profile.md","pdfUrl":"https://saywise.com/member2669/resume.pdf","archetype":{"code":"HS-DX","name":"Launchpad Summiteer","url":"https://saywise.com/sca/6890991f5bb6","rarity":"One of the first Launchpad Summiteers on Saywise"}},"work":[{"name":"Fidelity Investments","position":"Regional Investment Consultant","url":"https://fidelity.com","startDate":"2024-06-01","endDate":"2025-05-01","summary":"• Build consultative relationships with financial advisors across major firms in CT/NY, helping them optimize Fidelity products and grow their practices. • Analyze advisor portfolios to assess asset allocation, risk exposure, and product alignment, identifying growth opportunities and advisor pain points to deliver strategic, client-focused recommendations. • Leverage expertise in Mutual Funds, ETFs, SMAs, model portfolios, alternatives, and crypto to support product positioning and advisor education. • Stay current on capital markets and macro trends to help advisors make informed decisions and enhance client outcomes. Northeast Team Quality and Execution Award: • 107% attainment of territory revenue goal, above-target performance on all 14 tracked KPIs, and top-quartile rankings on 11 of those 14 across our Texas and Rhode Island offices."},{"name":"Fidelity Investments","position":"Business Analytics and Insights Intern","location":"Boston, Massachusetts, United States","url":"https://fidelity.com","startDate":"2023-06-01","endDate":"2023-08-31","summary":"Created data-driven reports and presentations supporting investment strategy alignment and executive decision-making. Analyzed KPIs and led cross-functional data projects to improve workplace investing strategies."},{"name":"Valcambre","position":"Real Estate Project Intern","location":"Seville, Andalusia, Spain","url":"https://valcambre.com","startDate":"2022-08-01","endDate":"2022-12-31","summary":"Ran weekly market analysis and rental pricing in Excel and supported operational logistics in bilingual settings. Researched property tech, market trends, and expansion opportunities."},{"name":"Massachusetts Water Resources Authority","position":"Finance Intern","location":"Boston, Massachusetts, United States","url":"https://mwra.com","startDate":"2022-06-01","endDate":"2022-08-31","summary":"Analyzed bond portfolios ranging from $6M to $600M and capital budgets using financial models. Supported bond defeasance efforts and interest rate reduction initiatives."},{"name":"Coldwell Banker Realty","position":"Real Estate Intern","location":"Boston, Massachusetts, United States","url":"https://coldwellbankerhomes.com","startDate":"2022-06-01","endDate":"2022-08-01","summary":"• Assisted lead agents in the showing of open houses • Actively communicated with sellers, buyers, and renters to understand property needs, timeline, and budget • Efficiently marketed and advertised on-market and off-market properties generating thousands of viewings"},{"name":"Vector Marketing","position":"Commission Sales Associate","url":"https://thevectorimpact.com","startDate":"2020-03-01","endDate":"2020-10-01"}],"education":[{"institution":"Universidad Pablo de Olavide","studyType":"Economics","startDate":"2022-08-01","endDate":"2022-12-01"},{"institution":"Santa Clara University","studyType":"Economics","startDate":"2020-09-01","endDate":"2024-06-01"},{"institution":"Newton South High School","url":"https://newton.k12.ma.us","studyType":"High School Diploma","startDate":"2016-09-01","endDate":"2020-06-01"}],"skills":[{"name":"Project Management"},{"name":"Portfolio Analysis"},{"name":"Asset Allocation"},{"name":"Investment Strategies"},{"name":"Capital Markets"},{"name":"Client Relations"},{"name":"Consulting"},{"name":"Data Analysis"},{"name":"financial analysis"},{"name":"portfolio construction"},{"name":"risk analysis"},{"name":"Microsoft Excel"},{"name":"PowerPoint"},{"name":"Outlook"},{"name":"Word"},{"name":"Windows"},{"name":"public speaking"},{"name":"financial literacy"},{"name":"LEED Green Associate"},{"name":"SIE"},{"name":"Series 7"},{"name":"Series 63"}],"certificates":[{"name":"Series 63","date":"2024-09-01","issuer":"FINRA"},{"name":"Series 7","date":"2024-08-01","issuer":"FINRA"},{"name":"Securities Industry Essentials (SIE)","date":"2024-07-01","issuer":"FINRA"},{"name":"Bloomberg Essentials","date":"2020-12-01","issuer":"Corporate Finance Institute"},{"name":"LEED Green Associate","issuer":"U.S. Green Building Council"}]}