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Dedicated professional with over four years of significant experience providing superior client service in both workplace investing and personal investing environments. Strengths include providing proactive solutions to participants and traders by assessing their obstacles and anticipating their personal end goals. Focused and detail oriented to ensure that complex issues and trades are processed in a timely and accurate manner.
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- 2012 Top Error Free Trader Quarter 3 (Fidelity Investments)
- Accelerated Execution - August 2012 (Fidelity Investments)
- Responsible for generating over $750,000 of new money in February, 2013 through proactive conversations about consolidating and active trading
- Responsible for trading mutual fund, equity, precious metal,fixed income and options trades per client requests
- Relay information about voluntary tender offers pertinent to reorganizations of companies and entering in clients requests to participate
- Communicate clearly to clients the differences between order types
- Interact with customers by responding to requests for information and assistance with their brokerage trading accounts on account features, trading balances, transaction and dividend distribution information
- Proactive conversations with clients regarding equity markets, fixed income markets, international markets and economic conditions
- Educated clients on ways that they can maximize their 401(k) plan by identifying, responding and assessing their needs and goals
- Provided alternative retirement options for separated and retired participants by explaining the benefits of tax free growth and additional investment opportunities outside the employer plan by consolidating funds into an IRA
- Communicated contribution, loan processing and withdrawal guidelines per company rules and regulations
- Analyzed the risk of client portfolios by using Money Tree software as well as researching their individual mutual fund and stock positions
- Utilized analytical skills by researching the Financial Market Trending and Analysis
- Created meaningful relationships with clients, established early credibility and spoke intelligently regarding market trends
- Worked extensively with retirement plans, specifically 401(k) and 403(B), helped to manage, interpret, and market retirement plans
University of Massachusetts - Lowell - Lowell, MA
January 2005 - May 2010
University of Massachusetts - Lowell - Lowell, MA
January 2013 - Present
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School Attended
- University of Massachusetts - Lowell
- University of Massachusetts - Lowell
Job Titles Held:
- Financial Representative
- Defined Contributions Representative II
- Financial Adviser Internship
Degrees
- Bachelor of Science
- MBA
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