Experience

Beaumont Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Sep 2022 - Present



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant - Portfolio Advisory Service

  • Sep 2010 - Jul 2022

  Manage an assigned book of business of 500 household clients totaling $300MM+ in assets under management, working directly with clients on their retirement, non-retirement, and cash management accounts. Serve as primary and dedicated point of contact for clients and as an agent of Fidelity’s Registered Investment Advisor, Strategic Advisers, LLC.Accountable for retention, acquisition, insurance and managed account business development, and overall client satisfaction, developing long-term client relationships based on thoughtful financial planning interactions. Show less

• Relationship Officer - Portfolio Advisory Service

  • Oct 2008 - Sep 2010

  Solidified, maintained, and enhanced client relationships by providing ongoing advice and guidance to 500 high net worth clients totaling $250MM in managed assets. Ensured that each client’s portfolio was invested in appropriate PAS investment strategy consistent with their goals/objectives by conducting annual strategic reviews with clients, uncovering relevant financial and personal data to assist clients in making informed investment decisions. Served as product subject matter expert for the discretionary money management solutions. Collaborated with branch account executives to strengthen PAS relationships. Managed the retention and sales of managed account assets and enhance client satisfaction. Identified at-risk relationships and refocused these clients back on investment objectives. Show less

• Client Management Representative - Portfolio Advisory Service

  • Apr 2007 - Oct 2008

  Managed volume of inbound telephone, emails, and voicemails of PAS clients with managed account assets under $200k. Conducted annual strategic reviews of discretionary managed accounts to ensure suitable portfolio allocations. Maintained fiduciary standard of care.Provided superior customer service, improving loyalty and retaining assets within PAS. Identified additional investment opportunities, serving as product specialist with a deep understanding of PAS products and services. Conducted proactive outreach to clients, serving as an agent of the Investment team as well as the face of Fidelity. Served as intermediary to Fidelity’s RIA and reinforced investment management process. Show less

• Sr. Retirement Service Representative - Lifetime Solutions Consultant

  • Feb 2006 - Apr 2007

  Focused on rollover retention, enrolling plan participants into their plan’s discretionary money management offering and uncovering outside assets for acquisition. Qualified participants for Income Planning Service where appropriate. Assisted participants with enrollment into Fidelity’s discretionary management product within their employer retirement plan; fielded questions regarding methodology and performance. Hosted and delivered live web-based PowerPoint presentations to plan participants on investment research, investment selection, asset allocation, and rebalancing strategies. Show less

• Retirement Investment Specialist II

  • Feb 2003 - Feb 2006

  Field distribution calls from Qualified and Nonqualified retirement plan participants. Explore plan participants investment needs then evaluate, qualify and discuss appropriate products and services. Leverage business partners to retain assets

• Client Services Representative

  • Jul 2002 - Feb 2003



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Inside Sales Representative

  • Oct 2000 - Sep 2001

  Act in support role for Inside Wholesalers by managing inbound phone volume across four business channels, wire houses, banks, insurance agencies and independent brokers. Uncover sales opportunities in each channel through achieving a working knowledge of their individual business needs. Fulfill marketing, hypothetical and proposal requests from investment professionals Act in support role for Inside Wholesalers by managing inbound phone volume across four business channels, wire houses, banks, insurance agencies and independent brokers. Uncover sales opportunities in each channel through achieving a working knowledge of their individual business needs. Fulfill marketing, hypothetical and proposal requests from investment professionals