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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEI am looking to continue my education with an MBA in Finance while continuing my career in the financial industry. I regularly strive to exceed my expectations and continue to aim for the highest tier metrics each quarter. I am a competitive and diligent worker and always looking to take on more responsibilities. I pride myself on being a fast learner and able to thrive in new roles within a short time.Sales Agent Globe Life - January 2023-Present$10,000 in business written my first month released.HIGH NET WORTH ASSOCIATE FIDELITY INVESTMENTS JULY 2022 - JANUARY 2023Service retail accounts for high value clients. ($250,000+ in assets)Working with advising team members to assist with transactions for our professionally managed accounts.Point of contact for placing trades, establishing automatic investment plans, assisting with cash management.Processing trades for precious metals.CUSTOMER RELATIONSHIP ADVOCATE FIDELITY INVESTMENTS AUGUST 2021 - JULY 2022Placing trades for equities and mutual funds for our retail clients.Servicing basic maintenance for retail client accounts.Maintaining high tier performance metrics to become eligible for growth skills.Processing cash transactions such as deposits, withdrawals, and transfers.B.S. IN BUSINESS ECONOMICS MAY 2020 UNIVERSITY OF ARKANSAS, FAYETTEVILLE, ARKANSASMINOR IN FINANCIAL INVESTMENTS MAY 2020 UNIVERSITY OF ARKANSAS, FAYETTEVILLE, ARKANSASLicenses and SkillsNASAA Series 63 License (2021)FINRA Series 7 License (2021Texas Health and Life insurance LicenseAnalytical ThinkerGreat Problem SolverGreat Communication SkillsGolf, Cooking, Working Out, Snowboarding, Traveling, Water Sports |
