Experience

• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President Financial Consultant

    • Jan 2023 - Present

  • Financial Consultant

    • Aug 2019 - Present

  • Investment Consultant

    • Oct 2018 - Aug 2019

  • Retirement Relationship Manager

    • Apr 2016 - Sep 2018

    Work with high net worth individuals to help plan for retirement and other complex financial goals.President's Circle 2017, as a top representative nationally.Earned fourth Excellence in Action award in four years as top representative on team.Achieved number one retention percentage over Q1 by engaging customers and learning more about their needs.Navigating a changing regulatory climate with zeal and results.

  • Retirement Solutions Representative

    • May 2015 - Apr 2016

    Earned GM Club honors for Q4 2015 and Q1 2016Earned Excellence in Action as top rep on team Q3 2015 (1st quarter on the team) and Q1 2016 (last quarter on team)Ranked first in overall sales metrics in the nation (260 reps) 2 of last 6 months.

  • Investment Solutions Representative

    • Sep 2014 - May 2015

    Assist customers with guidance on their investments. Currently hold my series 7, 63, and 66 licenses.

  • Financial Representative

    • Jan 2014 - Sep 2014

    Place trades and perform account maintenance for our clients.

• 

  Aflac

  • Framingham, MA

  • Agent

    • Mar 2012 - Jan 2014
    • Framingham, MA

    Expert in lead generation and customer acquisition.Strong customer service skills, increasing sales through strong customer relationships.

• 

  MEDITECH

  • Client Support Specialist

    • May 2011 - Jan 2012