Anthony Lyle Email & Phone Number

Boston, Ma, Us

Fidelity is a privately held investment firm that has served individuals and institutions for 70 years. Our goal is to make financial expertise broadly accessible and effective in helping people live the lives they dream about.• Assisted participants at all life stages with benefits support and retirement planning• Nurtured multiple Plan relationships to maintain client satisfaction and retention• Developed client referral pipeline across multiple Fidelity Branch Offices • Presented to leadership and participant groups, persuading through education, passion, and connection• Led team as Salesforce and Branch Partnership Delegate, helping others in group and individual training sessions • Peer leader in Flows, Referrals, and Advice, achieving Standard of Excellence• Developed Plan relationships at the department level to expand outreach and find new business opportunities

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Fidelity is a privately held investment firm that has served individuals and institutions for 70 years. Our goal is to make financial expertise broadly accessible and effective in helping people live the lives they dream about.• Successfully partnered with three unique sales teams to manage and grow assets exceeding $2.5 billion• Drove new client acquisition, ranking top 4% nationally for appointments set• Achieved NPS scores 23% above local market peers, including four perfect quarters of 100 NPS• Deepened client relationships through high EQ skills and attention to detail• Unified business partners around client-centered solutions, creating happy and loyal customers• Presented training sessions to regional peers and formed mentorships with team members • Transitioned team through multiple staffing changes while successfully retaining valuable clients• Organized proactive workflow in Salesforce to prospect new clients and support existing clients• Winner of two ‘Excellence’ awards and identified as top Achiever

Boston, Ma, Us

Fidelity is a privately held investment firm that has served individuals and institutions for 70 years. Our goal is to make financial expertise broadly accessible and effective in helping people live the lives they dream about.My Role:Successful Client Relationships • Align with the customer to provide education on tools, products, guidance channels, service and trading• Identify and follow up on opportunities to gather additional client assets while engaging in client centered discussions• Develop long term client relationships by meeting customer wants and uncovering customer needsMeeting Business Goals• Initiate customer relationships through prospecting and lead utilization, and through one on one client meetings and seminars• Drive customer appointments and interactions in the branch as well as over the phone• Attain designated business goals (Net Promoter Score)• Leverage tools and resources available to proactively initiate, drive and maintain client engagement. (I.e. Book of Business, email and marketing tools)Committed Client Protection• Adhere to compliance/risk procedures and disclosure policies by maintaining focus on customers’ best interest• Maintain strict internal standards for protection of client information• Identify potential risks to client security

Boston, Ma, Us

Fidelity is a privately held investment firm that has served individuals and institutions for 70 years. Our goal is to make financial expertise broadly accessible and effective in helping people live the lives they dream about.My role• Execute stock, mutual fund, and fixed income trades accurately over the phone using proprietary systems• Train clients in the use of online tools and systems for the purpose of research and trading on their own• Align with customer learning style and needs to help them access and understand their account information on Fidelity.com• Research and resolve complex account problems by liaising with multiple back office groups and personnel• Connect customers with the correct business group to help them in their unique situation

Waco, Tx, Us

Fountainhead is a boutique financial services firm serving individuals and businessesMy RoleAssist clients in holistic review of financial situation, creating plans for debt elimination, family protection, and estate planning using insurance products

Bachelor Of Science - Bs, Business Administration And Management, General

Associate Of Science - As, Business Administration And Management, General