Experience

Fiducient Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Senior Investment Consultant, The Wealth Office™

  • Dec 2021 - Present

  Fiducient Advisors (formerly named DiMeo Schneider & Associates LLC) is an Investment Consulting firm with offices in Chicago, Washington D. C., Austin, Boston, Los Angeles and Hartford. The firm strives to provide impartial, cost effective investment consulting to plan sponsors, non-profit organizations and private clients. With a tight-knit firm of accredited and caring professionals, the firm has grown steadily to over 220 associates including more than 50 Consultants and 40 performance and research analysts. Fiducient Advisors delivers a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, and cost/benefit analysis. The firm prides itself on our proactive approach and high level of client service. Show less

• Investment Consultant, The Wealth Office™

  • Apr 2018 - Dec 2021



Rappaport Reiches Capital Management, LLC

• Vice President

  • Jan 2010 - Aug 2012

  Responsible for providing comprehensive financial planning which included investment managment, estate planning, budget and insurance plan analysis for individuals, families, small businesses and non-profits. Business development was another focus where I spent a large amount of my time meeting with professional business partners in complimentary fields such as accounting, estate planning law, family and divorce law, insurance and business brokers. Responsible for providing comprehensive financial planning which included investment managment, estate planning, budget and insurance plan analysis for individuals, families, small businesses and non-profits. Business development was another focus where I spent a large amount of my time meeting with professional business partners in complimentary fields such as accounting, estate planning law, family and divorce law, insurance and business brokers.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Branch Facilitator

  • Sep 2006 - Jan 2010

  Responsible for delivering New Hire learning programs to High Net Worth Account Managers, Fidelity Personal Investment (“FPI”) Branch Managers and Financial Representatives in 129 offices nationwide.• Implemented and delivered initiatives of the FPI business strategy and goals. • Subject matter expert on retirement income planning; consulting with Fidelity Brokerage Company Learning & Development for program design.• Trained 1,200+ High Net Worth Account Managers, branch managers and financial representatives on sales skills, financial strategies and product base.• Identified associate knowledge and skill gaps through formal and informal evaluations in order to identify what each individual needs to be successful. Show less

• Financial Planning Consultant

  • Jun 2004 - Sep 2006

  Duties included developing strong relationships with both prospects and clients within the community, while growing the retail customer base. • Built trust with clients for the purpose of fostering long term relationships by providing sound financial planning guidance.• Embraced Fidelity’s “Plan, Invest, Manage” philosophy through appropriate use of planning tools, broad product offering, and monitoring capabilities of Income Management Account and annual portfolio reviews.• Delivered an exceptional client experience by working with business partners in various departments to build complete financial plans; Estate Planning, Tax Planning, Registered Investment Advisors.• Worked with the next generation of clients assisting them in establishing new accounts and educating them on the fundamentals of investing.• Demonstrated leadership and initiative by acting as a resource for other Investor Center (“IC”) employees by acting as the Guidance Champion and Mentor for all systems (PAS View, Retirement Income Planner, Retirement Quick Check, Portfolio Review Tool and Annuity Comparison Reports).• Offered institutional retirement clients investment guidance, assisted Emerging Corporate Markets’ (“ECM”) employees by attending ECM sales and Finals Presentations in order to position the IC as a value added resource. Show less

• Investments Representative

  • Jan 2003 - May 2004

  Developed diversified asset allocation plans for clients aligning their needs with goals while assisting senior representatives with their client base.• Specialized in College Planning; offering on and off site seminars to promote college savings and build IC business.• Facilitated Financial Representative’s development by coaching and training them on effective outbound calling procedures.

• Financial Representative

  • Feb 2001 - Dec 2002

  Uncovered opportunities from Fidelity’s existing client base as well as new leads. • Educated customers on efficient use of corporate resources to ensure efficient use of offerings.• Assisted clients with investment needs through comprehensive portfolio analysis and use of consultative selling skills.• Utilized client service skills to build relationships with the IC’s client base.• Major contributor to above goal customer satisfaction scores in a challenging urban environment. Show less