Fidelity Investments Jun 2009 - Sep 2013
Team Lead and New Hire Coach
Fidelity Investments Jun 2009 - Sep 2013
Resolution Manager
Fidelity Investments Oct 2006 - Jun 2009
Executive Services Plan Specialist
Fidelity Investments Jun 2006 - Oct 2006
Retirement Services Associate
Education:
The University of Texas at Arlington 2010 - 2014
Bachelors, Bachelor of Science
The University of Texas at Arlington 2002 - 2009
Bachelors, Bachelor of Science, Finance
Skills:
Financial Services Leadership Mutual Funds Investments Retirement Planning Process Improvement 401K Customer Service Microsoft Office 401K Rollovers Non Qualified Deferred Compensation Microsoft Excel Qualified Retirement Plans Relationship Management Risk Management 403 B 457 Plans Finance Series 63
Certifications:
Series 6 Series 63 Financial Industry Regulatory Authority (Finra)