Benjamin Driggs Email & Phone Number

Los Angeles, Ca, Us

Greater Los Angeles Area

Greater Los Angeles Area

•Educate high net worth clients about Fidelity’s products and services while providing investment insight to help them effectively monitor and manage their investments while deepening the relationship •Utilize my knowledge of capital markets to analyze client investment portfolios and identify inefficiencies•Collaborate with senior members of the firm to identify opportunities to build and retain assets under management•Responsible for training new hires on Fidelity procedures and operations

Greater Los Angeles Area

Greater Los Angeles Area

•Prepare valuation and other financial models and analyses to be presented to corporate clients•Prepared discounted cash flow analysis to compare impact of proposed corporate transactions•Compiled pitch books to secure deals with prospective clients

Phoenix, Arizona Area

•Analyze customer financial situations to provide solutions to resolve delinquency •Finished #1 in employee rankings out of over 650 employees for the month of December 2013, despite being in the newest hiring class •Consistently in the top 5% of employee rankings

Greater Salt Lake City Area

•Responsible for client relations and oversight of the financial advisory process•Shadowed a financial advisor on his day to day activities and participated in investor calls•Organized appreciation event for 100+ clients of the firm