Adam Leech Email & Phone Number

Smithfield, Rhode Island, United States

-Provide guidance to Fidelity’s clients through my process of understanding their needs and utilizing my knowledge of products and solutions-Engage in high level finance conversations with clients on topics such as interest rates, macroeconomic factors, fixed income, investing strategies, options, and margin-Thorough understanding of both Fidelity’s and FINRA’s rules and regulations allowing for me to remain compliant no matter the question or situation a client presents-Took on leadership responsibilities by mentoring both junior and senior colleagues individually and via group wide presentations on the strategies which drives client satisfaction

Smithfield, Rhode Island, United States

-Assisted customers with moving money, trading mutual funds, stocks, ETFs, options, and using margin-Received zero trading errors by leveraging a deep understanding of financial instruments and Fidelity’s internal systems-Consistently led my team in CPH, CEI, and other metrics-Exceptional performance 2023

Norwell, Massachusetts, United States

-Used Excel to comb through and sort large amounts of spreadsheet data using functions such as VLOOKUP, IF, CONCATENATE, etc.-Cold called auto dealerships all over New England to request invoices, payments, and other documents, honing in my customer service skills-Regularly interacted with the C-Suite to assist them with various requests-Sorted and Organized both paper and electronic documents in an orderly fashion for managers

Duxbury, Massachusetts, United States

-Created an NFL YouTube channel which amassed 20,000+ followers and 6+ million views-Taught myself the skills of script writing, incorporating music, and editing video content using Final Cut Pro X-Managed time efficiently between running my YouTube channel and taking upper-level college classes-Conducted in depth research and analysis into a player/topic using excel-https://www.youtube.com/channel/UChzwobXTd3IYvgJZ21Fcdhw

Dorchester, Massachusetts, United States

-Was trusted to organize and locate confidential state documents-Contacted job candidate's references to vet potential employees and aid in the hiring process-Regularly sat in on important HR meetings to learn and understand it's purpose and role within a business

Bachelor'S Degree, Finance, General

Education record