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0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx | abc@xyz.com
Profile of Qualifications
Results-oriented Professional with over 15 years of experience in the financial industry.
Comprehensive understanding of the skills needed to anticipate, meet and exceed client expectations in a proactive and courteous manner.
Possesses dynamic leadership abilities, coupled with expert level experience of substantially growing existing books of business.
Regarded for the ability to deliver outstanding results with the highest degree of expertise, service and professionalism.
Professional Synopsis
Fidelity Investments 2006-Present
Communication Consultant, Select Market
Leverage top notch consulting skills to design and implement highly effective strategies to improve financial status and assist clients with achieving retirement goals.
Cultivate positive, lasting relationships with clients.
Strategically identify needs and develop individualized solutions.
Relationship Manager 2005-2006
Demonstrated excellent interpersonal and business development abilities while managing 200+ plans in Emerging Core Market segment.
Fostered relationships with clients; continually grew existing book of business.
Collaborated extensively with plan sponsors to ensure efficiency and achieve all facets of plan.
Service Delivery Specialist 2000-2005
Successfully managed 80 Mid Market client book of business within the Retirement Defined Contribution industry.
Maintained quality assurance throughout all day to day operations.
Demonstrated strong attention to detail; thoroughly reviewed all information for accuracy.
Certified Employee Communication Specialist 2000-2003
Developed and implemented highly effective programs to educate individuals on 401k plans.
Utilized strong company knowledge to continually promote savings and investment services.
Participant Services Group Representative 1998-2000
Consulted 401k participants to ensure satisfaction and resolve inquiries.
Education & Professional Development
MBA Coursework Completed, University of Dallas; Attended 2002-2003
Bachelor of Arts in Historical Studies, Graduate Cum Laude, University of Texas Dallas; 2000
Series 6 & 63 Licenses
Awards
Awarded Fidelity Chairman Shares; 2008, 2009, 2010, 2011, 2012, 2013 2014, 2016, 2017
Relationship Manager Peer Award; March 2006, June 2006, July 2006, August 2006, September 2006.
Fidelity Outstanding Service Award; Fall 2005
Awarded Fidelity Chairman Shares; January 2004
Fidelity Manager s Choice Award; November 2002
Fidelity Worldwide Appreciation/Manager s Choice Award; January 2000
Fidelity Manager s Choice Award; August 2000
Fidelity All-Star Peer Award Winner; Q1 2001
Loews/Wyndham Anatole Employee of the Month; March 1993 & July 1998
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