Kellen Self
Fraser
Summary
I witnessed on a daily basis the power of financial security through my parents showing my brother and I how to budget and plan. I want to have a career where I can help more individuals and families find confidence in their financial plan.
Overview
7
7
years of professional experience
Work History
Planning Consultant
Fidelity Investments
08.2022 - Current
- Worked with high net worth clients to establish, implement and maintain financial plans
- Responsible for roughly $7,800,000 in Fixed Deferred Annuities over the past twelve months
- Since August 1st 2024 I have personally developed and brought in 15 million in managed assets and flows through P4 leads and in book clients.
Relationship Manager
Fidelity Investments
02.2022 - 08.2022
- Guided new engagement for clients to establish, implement and maintain financial plans
- Ensured that all paperwork was completed seamlessly providing a positive client experience
- Helped continue a culture of excellence within the operations room at Fidelity
Financial Representative
Fidelity Investments
05.2021 - 02.2022
- Supported a wide array of financial consultants that were looking to build their client relationships
- Ensured proper client care by understanding how to leverage investment knowledge and their own personal needs
Investment Solutions Representative
Fidelity Investments
05.2020 - 05.2021
- Helped uncover outside assets bringing in over $76 million in direct flows
- Identified client needs based on asset levels and provided solutions
Financial Representative
Global Wealth Strategies And Associates
05.2018 - 11.2019
- Assisted onboarding new clients
- Worked with investment managers to set up portfolio allocations
Education
Bachelor of Arts - History
University of Colorado At Boulder
Boulder, CO05.2020
Associates - Economics
Trinity College
Hartford, CTSkills
- Retirement planning
- Estate planning
- Tax planning
- Referral management
- Client relationship development
Timeline
Planning Consultant
Fidelity Investments
08.2022 - Current
Relationship Manager
Fidelity Investments
02.2022 - 08.2022
Financial Representative
Fidelity Investments
05.2021 - 02.2022
Investment Solutions Representative
Fidelity Investments
05.2020 - 05.2021
Financial Representative
Global Wealth Strategies And Associates
05.2018 - 11.2019
Associates - Economics
Trinity College
Bachelor of Arts - History
University of Colorado At Boulder
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