Adam Eugene, Cfp® Email & Phone Number

Camas, Washington

Portsmouth, Nh

Merrimack, Nh

►Identify and assess the distribution, product and service needs of 401K and tax exempt customers►Educate and assist customers on investments, risk tolerance, trading and guidance recommendations while using established tools, guidelines and procedures►Facilitate balanced discussion regarding distribution options and completion of prescribed onboarding process►Engage in insightful conversations with clients to establish relationships and uncover opportunities for additional account types, account features and asset consolidation►Provide Investment Guidance by using tools to match needs with suitable solutions such as products, research, and/or services►Generate leads for High Net Worth (HNW) business partners, Portfolio Advisory Services (PAS), Annuities and Active Trader opportunities through consultative sales techniques.►Effectively manage time by balancing all components of the sales process: initial and follow-up outbound calls, lead tracking processes to ensure quality and consistency.

Merrimack, Nh

►Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests►Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client►Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Account Executive to further discuss with the client►Collaborate with internal business partners to research and resolve complex client requests►Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Merrimack, Nh

►Engage with customers by providing outstanding service when they call in to our regional center while responding to their inquiries and requests for information and assistance with their brokerage accounts. This includes the description of account features, communicating account balances, and executing efficient and accurate trades►Educate and empower our customers through insightful conversations and leveraging online resources ►Provide expertise on inquiries pertaining to retirement, taxation, and the markets►Partner across the organization to deliver world-class service and ensure continuous process improvements►Utilize available resources, including Fidelity.com and a Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes

Bachelor Of Science (B.S.), Economics

Certificate In Financial Planning, Finance, General

Upon successfully completing the program, I will be eligible to sit for the CFP (Certified Financial Planner) exam in 2016.