Product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account strategies. I'm focused on ensuring that Fidelity's clients' managed account strategies are in alignment with their goals and risk tolerance. My responsibility is to connect with clients to address the most complex managed account sales and client management needs. This includes Annual Strategic Reviews, risk mitigation, and acting as Strategic Advisor Inc.'s voice to the customer.

As an Investment Sales and Solutions Representative I drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions.

I completed training courses for Australia’s Superannuation and Insurance sectors. My main responsibilities were to contact clients and advisers to perform updates to their personal and payment information. I provided guidance when policies were pending a lapse or cancellation. I also reviewed third party authority documents and granted adviser access to client accounts.

As a financial advisor, I assisted clients and prospective clients by educating them regarding their employer sponsored retirement plan provisions and rules, managed account and IRA alternatives, investment opportunities, as well as advising them through crucial decision making whether they were accumulating assets, transitioning into retirement or already retired. Recognizing that every investor has a unique financial situation, I took an individualized approach in working with each client and was keen on researching multiple solutions for the implementation of a comprehensive retirement plan. Some investment methods and products I utilized included various asset allocation approaches, products such as mutual funds, annuities, life insurance and long-term care insurance. I was, and still am, driven to learn more about different and cutting edge strategies that exist in the market place to satisfy retirement planning and wealth management needs of clients.

In this role my primary focus was to educate qualified retirement plan participants in the accumulation and retirement phases of their careers to ensure understanding of available enrollment provisions, investment options, pre- and post-retirement distribution options, loan programs, taxation implications, proprietary CMRS resources and general education regarding retirement planning. I thoroughly analyzed client needs to identify cross selling opportunities to CMRS’ in-house advising services. I was responsible for creating a multitude of training documentation for internal processes to enhance and streamline continuing education and new hire on-boarding processes.I also spearheaded a Business Continuous Improvement, Lean Six Sigma project to gather metrics in order to implement a new estimate process that ultimately achieved a reduction in our service level agreement by 12x.

Intern Manager August 2012 – September 2013I was promoted to Intern Manager as a recognized top performer in the Financial Intern Program.I was responsible for management, supervision, scheduling and development of a team of nine financial interns. To facilitate training, I authored the first comprehensive training and reference manual specifying processes and expectations for the Intern Team since Intern Program started in 1999. I was a key component in providing feedback for intern performance appraisals, and promotion/termination decisions. These responsibilities were performed in addition to my duties as a Financial intern, as outlined below.Financial Intern February 2011 - September 2013The bulk of my responsibilities as an intern were creating present value asset allocation summaries and performance analysis reports on client portfolios to assist financial advisors in delivering investment advisory services to a client base of over 2,000 households with investment portfolios ranging from $500,000 to $30 million in assets. I also coordinated client resolution of class action settlements on litigated security holdings within client’s portfolios. Another responsibility of mine was to assist financial advisors in marketing activities via client calling, distribution of marketing materials and preparing reports for client account reviews. I took charge of the monthly Return on Assets Report for $2.7 billion under management by the team, which entailed a breakdown of revenue generation by 11 financial advisors.

Performed a comprehensive competitive analysis of 6 competing companies attending the American Society of Therapeutic Radiology and Oncology Exhibition.Utilized PowerPoint and Excel programs in order to organize and present IT and competitive analyses to demonstrate the proprietary advantages of the Tomotheraphy platform for Product Development Team's online library database.Reviewed and summarized information technology articles from various medical technology journals relating to Tomotherapy’s competitive position in the radiation oncology industry.