Position:
Portfolio Specialist at Fidelity Investments
Work:
Fidelity Investments
- Jacksonville, Florida Area since Nov 2012
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Portfolio Specialist
Fidelity Investments
- Jacksonville, Florida Area Jun 2012 - Jun 2013
-
Voice of the Customer Ambassador
Fidelity Investments
Jan 2012 - Nov 2012
-
Client Management Representative
Fidelity Investments
Jun 2011 - Jan 2012
-
Retirement Solutions Representative
Fidelity Investments
Nov 2010 - Jun 2011
-
Investment Solution Representative
Fidelity Investments
Oct 2010 - Nov 2010
-
Premium Relationship Associate
Fidelity Investments
Mar 2010 - Oct 2010
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Financial Service Representative High Efficiency
Fidelity Investments
Sep 2009 - Mar 2010
-
Financial Service Representative
Education:
University of Central Florida 2007 - 2009
Bachelolor, Finance
Skills:
Investments, Managed products, Series 7, Series 63, Series 66, Business Process Improvement, Relationship Management, Retirement Planning, Investment Advisory, Sales Process, Team Management, Team Leadership