THOMAS WOOD
Denver,CO
Summary
A young professional with a passion for working and developing relationships with clients. Excellent communication and quantitative skills with an adaptable nature. Looking for a role that will combine my passion for clients with my analytical nature to drive better client experiences and outcomes.
Overview
4
4
years of professional experience
Work History
Solar Liaison
Run On Solar
01.2023 - Current
- Developed and implemented a targeted sales strategy that resulted in a 25% increase in sales as well as a 10% increase in size of average accounts brought in.
- Identified and secured both residential and commercial business opportunities, expanding the client base by 15% and generating $100,000 in new sales within the first year.
Stock Plan Associate
Fidelity Investments
05.2022 - 03.2023
- Fielded international calls, collaborating with translators at times to solve complex issues like lost wire transfers, exercising company stock options, and sending outgoing wires.
- Helped participants understand their plans at a high level as well as financial implications that come with trading company stock.
Customer Relationship Advocate
Fidelity Investments
04.2021 - 05.2022
- Fielding at least 30 calls a day assisting with customers’ in-depth financial needs.
- Uncovered additional needs/pain points to further assist and provide excellent customer service.
- Studied and passed comprehensive financial licensing exams to talk to customers regarding their investments.
- Helped clients navigate through difficult situations and topics in the financial realm.
- Worked with Fidelity mentors and was very receptive to critiques, always tried to learn what I could from my peers.
Marketing and Sales Intern
State Farm
05.2020 - 09.2020
- Made at least 50 calls a day actively reaching out to prospective and current customers, building rapport to quote rates for clients.
- Marketed auto, homeowner’s, and bank policies to potential customers, utilizing State Farm’s CRM system.
- Tried to provide top notch customer service with each and every transaction.
- Developed a comfort being on the phone and conquered fear of outbound calling, worked on refining sale language and process.
Education
Bachelor’s - Business Administration, Marketing
US Bank College of Business, Northern Kentucky University
Highland Heights, Kentucky12.2020
Certifications
Series 7
Series 63
SIE (Series Industry Essentials Exam)
Timeline
Solar Liaison
Run On Solar
01.2023 - Current
Stock Plan Associate
Fidelity Investments
05.2022 - 03.2023
Customer Relationship Advocate
Fidelity Investments
04.2021 - 05.2022
Marketing and Sales Intern
State Farm
05.2020 - 09.2020
Bachelor’s - Business Administration, Marketing
US Bank College of Business, Northern Kentucky University
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