Samuel Hilgendorf
Denver
Overview
4
4
years of professional experience
Work History
Active Trader Services Specialist
Fidelity Investments
01.2024 - Current
- 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
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
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, CO05.2023
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