Recent college graduate with experience as a customer relationship advocate at Fidelity Investments.
Location
Methuen, MA
Dunstable, MA
Education
W
Wheaton College (Norton, MA)
August 2016 - May 2020
degree
Bachelor's
major
Business Administration
Work Experience
F
Fidelity Investments
Customer Relationship Advocate
Merrimack, NH, United States
June 2020 - September 2020
company
Fidelity Investments
title
Customer Relationship Advocate
overview
• Collaborated and partnered with team members to identify, resolve, and address various situations
• Educated customers on options to enhance their financial security
• Facilitated timely, accurate, and efficient transactions for customers
• Learned and trained for the series 7, series 63, and SIE licenses
W
Wheaton College
Front Desk associate
Norton, MA, United States, 02766
September 2019 - March 2020
S
Shooting Touch
Brand/Communications and Camp/Event Intern
Merrimack, NH, United States
June 2019 - August 2019
L
Livitaly Tours
Media and Customer Outreach Intern
Rome, Italy
March 2019 - May 2019
Babysitter
Dunstable, MA, US
January 2011 - December 2018
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Skills
Creativity SkillsMarketingMicrosoft OfficeMicrosoft WordProblem SolvingSocial Media Marketing