Support Fidelity’s most active traders, managing complex trading and account inquiries
Executing trades in equities, options, ETFs, mutual funds, preferred stocks, and precious metals
Apply strong decision-making and risk management in high-pressure environments to safeguard both Fidelity and our clients
Partner with cross-functional teams to resolve escalated client issues through detailed investigation and strategic problem-solving
Translate complex financial topics—such as margin requirements, lending programs, IPOs, and day trading regulations—into actionable insights for both clients and internal stakeholders
Customer Relations Associate
Fidelity Investments
Denver, CO
06.2023 - 01.2024
Managed 20-35 client phone calls daily, addressing inquiries, placing equity and mutual fund trades, and providing problem resolution
Educated clients on the Fidelity platform and general investing knowledge
Maintained 100% trade accuracy
Consistently received high client interaction satisfaction scores
Intern
Griffis Residential
Denver, CO
06.2022 - 08.2022
Shadowed Leasing agent for two weeks before acting as an active leasing agent selling apartment leases
Shadowed Assistant Community Manager for six weeks. Sharing responsibilities and duties of the Assistant Community Manager
Participated in financial meetings to review and forecast financial performance
Completed multiple proposal projects, two of which were executed by Griffis after the internship
Education
Finance And Commercial Real Estate Investment
University of Colorado Boulder - Leeds School of Business
Boulder, CO
05.2023
Skills and Certifications
Certifications: SIE, Series 7, Series 63
Skills: Excel, R Project, PowerPoint
Timeline
Active Trader Services Specialist
Fidelity Investments
01.2024 - Current
Customer Relations Associate
Fidelity Investments
06.2023 - 01.2024
Intern
Griffis Residential
06.2022 - 08.2022
Finance And Commercial Real Estate Investment
University of Colorado Boulder - Leeds School of Business