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Chris Amenita profile image

Chris Amenita

Planning Consultant at Fidelity Investments
Intro Book
Chris Amenita is a seasoned sales and marketing professional with 1 year 6 months of experience at Fidelity Investments, where he developed exceptional client relationships and simplified complex financial processes.
  • Claim this Profile
Location
Framingham, Massachusetts, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
  • Portuguese Elementary proficiency
Skills
  • Salesforce.Com
  • Sales
  • Entrepreneurship
  • Marketing
  • Public Relations
  • Show all
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Bio

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Topline AI
Chris Amenita is a seasoned executive with a proven track record in sales, marketing, and leadership. As a Financial Representative at Fidelity Investments, he has developed a strong expertise in wealth management, working closely with clients to create personalized financial plans. Prior to this role, Chris held various positions at CBRE, Resourcive, and Level 3 Communications, showcasing his adaptability and ability to drive business growth. He is also a licensed insurance professional, holding certifications from the National Association of Insurance Commissioners and FINRA. Chris holds a Bachelor of Fine Arts in Arts Management from Long Island University and is fluent in English, Spanish, and Portuguese.

Credentials

  • Health Insurance License
    National Association of Insurance Commissioners (NAIC)
    Dec, 2023
    - May, 2026
  • Life Insurance License
    National Association of Insurance Commissioners (NAIC)
    Dec, 2023
    - May, 2026
  • Series 66
    FINRA
    Apr, 2023
    - May, 2026
  • Series 63
    NASAA
    Mar, 2023
    - May, 2026
  • Series 7
    FINRA
    Mar, 2023
    - May, 2026
  • Notary Public
    Commonwealth of Massachusetts
    Feb, 2023
    - May, 2026
  • Securities Industry Essentials (SIE)
    FINRA
    Jun, 2020
    - May, 2026

Experience

  • Fidelity Investments
    • Planning Consultant

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Feb 2024 - Present

      I focus on the financial priorities of my clients so they can focus on life’s priorities. Together, we build plans to build, manage and protect their wealth.Our wealth management team is comprised of professionals that are in tune with client preferences and priorities. We educate and advocate for solutions that are in our client's best interests.With confidence and conviction, we stand for leading clients on their financial journey.

    • Financial Representative
      • Jan 2023 - Jan 2024

      As part of the wealth management services team in Fidelity’s renowned Framingham Investor Center, I combine empathy and understanding with strong financial acumen to create an exceptional client experience.In my role, I support a team of advisors and their clients throughout the Financial Planning process. My goal is to simplify what can oftentimes seem like complicated subject matter, processes, and regulatory requirements while remaining compliant with federal and state laws and bringing desired results to life.Problem-solving and critical thinking are paramount to successful execution in the Financial Representative role in our investor centers. Clients come to us when they need help with life’s toughest financial hurdles. How to plan for the future, college savings, retirement, estate planning, executorship, and much more.

  • CBRE
    • Boston, Massachusetts, United States
    • Vice President, Network Advisory Services
      • Sep 2021 - Jan 2023
      • Boston, Massachusetts, United States

  • Resourcive
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Lead Technical Advisor
      • Oct 2020 - Sep 2021

    • Director of Strategic Partnerships
      • Oct 2019 - Oct 2020

  • Self-employed
    • Boston, Massachusetts, United States
    • Business Development Consultant
      • Apr 2018 - Oct 2019
      • Boston, Massachusetts, United States

      Supported a technology startup in early-stage growth by developing a sales plan and coaching a small group of young professionals on effective sales strategyHelped a boutique consulting firm launch their new core service offering through business development activity, networking, and client acquisition

  • Level 3 Communications
    • Boston, Massachusetts, United States
    • Sr Account Executive
      • Oct 2015 - Jan 2018
      • Boston, Massachusetts, United States

  • Windstream Enterprise
    • United States
    • Telecommunications
    • 700 & Above Employee
    • Account Executive
      • Sep 2014 - Oct 2015

    • Account Executive
      • Dec 2012 - Sep 2014

  • Towerstream
    • Middletown, RI
    • Account Executive
      • Aug 2011 - Dec 2012
      • Middletown, RI

  • CPX Interactive
    • Marketing Researcher/Campaign Analyst
      • Jun 2007 - Jan 2010

  • ASCAP
    • Greater New York City Area
    • Grassroots Campaign Coordinator (internship)
      • Jun 2005 - Aug 2006
      • Greater New York City Area

Education

  • 2005 - 2009
    Long Island University, C.W. Post Campus
    Bachelor of Fine Arts in Arts Management, Arts Management/Music
  • 2001 - 2005
    Long Island Lutheran High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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