• Engaged with Premium Service investor clients, with investable assets between $250k-$1 million, in order to enhance their customer service experience and maintain a strong relationship with Fidelity• Interacted with 20-35 clients per day to assist with various account needs including, use of specific Fidelity web portal features, account maintenance, fund transfers, open new accounts, and routing trade requests to Fidelity’s trading group• Provided support with managed account products that Fidelity offers (Portfolio Advisory Services, Equity Separately Manages Accounts) by assisting customers with funding/withdrawing from these accounts and addressing more complex investment questions

Worked directly with investor clients, via inbound calls, to address customer service needs and ensure an exceptional customer experience• Assisted between 15-30 investors per day with requests comprised of withdrawals, deposits, account maintenance, and website navigation• Supplied clients with resources needed to help service their investment needs

• Worked on multiple projects at a defense manufacturing company, reporting to the Director of Operations • Projects included improving efficiency by organizing large volumes of computer files / data associated with the production of the Company’s products for ease of retrieval and ensuring accuracy. • Gained a working knowledge of the Company’s ERP system and applied the knowledge to improve accuracy associated with manufacturing work instructions and order shipments. • Created specialized reports with Excel spreadsheets and presentation materials for management to evaluate daily activity with production and to improve product quality

• Explained knowledge of the sport of football to younger athletes• Evaluated 90 athletes and helped them establish the basic skills of their specific position