Experience

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  Siter-Neubauer & Associates, Experts in Global Search

  • Executive Recruiter

    • Jun 2016 - Oct 2016

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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Guidance Consultant

    • Aug 2015 - Jan 2016

    Built relationships with clients through inbound/outbound calls. helped with retirement and financial planning which included exploring which investment and product offerings from Fidelity and other firms fit their particular needs.

  • Investment Solutions

    • Aug 2014 - Aug 2015

    Worked sales opportunities and leads through inbound/outbound calls to win over new clients to Fidelity and sell products and investments that met the clients current needs. Explored other areas of financial situation to find opportunities for other departments within Fidelity, was #1 in sales in the country out of 300+ reps.

  • Relationship Manager

    • Jul 2013 - Aug 2014

    Worked at branch doing outbound calling to non engaged clients, explored the clients situations as they left it with Fidelity and also what has happened since their last contact. Went into detail about the benefit of working with Fidelity and how we can help with their current and future needs, went through different products and services to find ones that fit them at that time, was #4 in the country in this role.

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  Santander Bank, N.A.

  • Cambridge, MA

  • Licensed Personal Banker

    • Feb 2012 - Jul 2013
    • Cambridge, MA

    Branch office bank was called Sovereign at the time, I was responsible for prospecting and selling Sovereign products loans, credit cards, different types of accounts, as well as investments and different financial solutions.

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  Oppenheimer & Co. Inc.

  • Waltham, MA

  • Sales Assistant

    • Jun 2008 - Sep 2010
    • Waltham, MA

     Integral part in setting up presentations and all research for 401k prospects (Performed a variety of tasks related to potential 401k clients, including client specific research and sales presentations) Used multiple research resources to monitor companies on our watch list for desirable investment opportunities, or recommend an alternative course of action if the companies did not meet established investment criteria Utilized Bloomberg and Thomson Reuters trading platforms to execute transactions in client’s accounts through pre and after market orders as well as open market orders utilizing multiple strategies that include options and margin, as well as different types of technical analysis to specify buy and sell points.

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  Bank of America

  • Boston, MA

  • Sales Assistant

    • Jun 2007 - May 2008
    • Boston, MA

     Met with clients to open brokerage accounts, perform portfolio reviews, monitor investment performance, and suggest investment opportunities which may be more beneficial to the client than their current investment strategy Processed transactions and money movement within interlinked accounts  Assisted Senior Brokers with managing and servicing client portfolios

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  N/A

  • N/A

    • May 1900 - May 1901