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Yyyyyy x. yyyyyy

704 Lake Carolyn Pkwy, Apt 106w-Irving, TX 75039



Financial Services professional eager to continue to build a

successful career with Fidelity Investments in a direct client interface role


Sales ~ Business Development ~ Portfolio Management ~ Client Services




  Offer over a decade of financial services industry experience backed by a Bachelor of Business Administration in Finance; includes past several years as member of Fidelity Investments team, with solid knowledge of company target markets and clients, products/services and objectives as well as industry trends and competitor activities

  Bloomberg Product Certification: Fixed Income and Equity; FINRA Licenses: Series 7/63 (2005-2012)

  Expertise in analyzing portfolios and complex financial data and tailoring portfolios to support client investment goals as well as consulting with both clients and Independent Registered Advisors (IRAs) on portfolio development, reviews and strategies for maximizing financial performance

  Effective communication, needs assessment, consultation, presentation, and interpersonal relation skills crucial to forging strategic partnerships with clients and related investment stakeholders

  Able to define, develop and execute targeted strategies to generate new business, develop existing clients, optimize revenue channels, and increase competitive market leveraging

  Proficient in complex data mining, research, evaluation, and reporting; adept in writing effective procedures to ensure optimal productivity, efficiency and quality across diverse projects/tasks

  Technology savvy, with extensive background in Bloomberg Terminal, Barclays Live website and SQL-driven research as well as MS Excel and Access


Career Track


Performance Analyst-Fixed Income, Fidelity Investments-Westlake, TX 2012-Present

  Expertly produce monthly Performance Attribution reports as well as provide daily reports to Fixed Income Portfolio Managers

  Proficiently research and analyze data checks failures and perform data mining using SQL and internal graphic user interface tools

  Consistently ensure compliance with daily/weekly/monthly client service agreements

  Deliver weekly/monthly performance reporting to Senior Management; additionally provide ad-hoc reporting for Investment staff

  Efficiently provide Barclays Aggregate Index performance data via Barclays Live website as well as use Bloomberg terminal for corporate action and pricing confirmations; additionally load Fixed Income reporting tools using MS Excel and Access


Portfolio Analyst-Fixed Income, Advisors Asset Management-San Antonio, TX 2004-2012

  Effectively analyzed, constructed and provided guidance/commentary on Fixed Income portfolios to ensure achievement of client investment objectives; conducted conference calls with IRAs and clients to provide detailed analysis of portfolios

  Played solid role in driving revenue production by providing internal sales force with quality research data across various events ranging from economic indicators and FOMC meetings through corporate actions, security pricing and fiscal policy

  Additionally provided return figures and security analysis using Bloomberg terminal along with Barclays Aggregate performance data using Barclays Live website

  Concurrently responsible for financial statement analysis-Municipal Debt Coverage Ratios




BBA Finance, University of Texas at San Antonio; 2004


Community Involvement/Activities


Participant, School Transformation Days in affiliation with Fidelity Investments; past 3 years

Participant, various 5k races; recently completed Reebok Spartan Race, a 3.5 mile obstacle course

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