Resumes
Resumes

Portfolio Specialist
View pageLocation:
Cincinnati, OH
Industry:
Financial Services
Work:
Fidelity Investments
Portfolio Specialist
Fidelity Investments Jan 1, 2015 - Aug 2018
Client Management Representative
Fidelity Investments Dec 2013 - Jan 2015
Retirement Solutions Representative
Fidelity Investments Mar 2013 - Nov 2013
Investment Solutions
Fidelity Investments Jun 2012 - Mar 2013
Financial Representative
Portfolio Specialist
Fidelity Investments Jan 1, 2015 - Aug 2018
Client Management Representative
Fidelity Investments Dec 2013 - Jan 2015
Retirement Solutions Representative
Fidelity Investments Mar 2013 - Nov 2013
Investment Solutions
Fidelity Investments Jun 2012 - Mar 2013
Financial Representative
Education:
University of Kentucky 2008 - 2012
Bachelors, Bachelor of Business Administration, Bachelor of Science, Finance Covington Catholic High School
Bachelors, Bachelor of Business Administration, Bachelor of Science, Finance Covington Catholic High School
Skills:
Microsoft Office
Powerpoint
Word
Excel
Customer Service
Powerpoint
Word
Excel
Customer Service
