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Gabriel Alvarez Email & Phone Number

High-Net Worth Associate | Business Development for High-Net Worth Clients
Location: Lincoln, Rhode Island, United States 4 work roles 2 schools
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Role
High-Net Worth Associate | Business Development for High-Net Worth Clients
Location
Lincoln, Rhode Island, United States

Who is Gabriel Alvarez? Overview

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Quick answer

Gabriel Alvarez is listed as High-Net Worth Associate | Business Development for High-Net Worth Clients based in Lincoln, Rhode Island, United States. AeroLeads shows a matched LinkedIn profile for Gabriel Alvarez.

Gabriel Alvarez previously worked as High-Net Worth Associate at Fidelity Investments and High School Social Studies Teacher at Providence Public Schools. Gabriel Alvarez holds Mpm, Technology And Education from Carnegie Mellon University.

Profile bio

About Gabriel Alvarez

I was recently a High-Net Worth Associate at Fidelity Investments, where I provided quality customer service to thousands of retail clients with diverse and complex financial needs. I have been in this role for over two years, and I have a Master of Public Management degree from Carnegie Mellon University, with a focus on technology and education.My core competencies include financial transactions, business development, and intercultural communication. I leverage these skills to create and grow relationships with clients ranging from $250K to millions of dollars, and to work closely with Fidelity's business teams to deliver a consistent and cohesive experience for retail clients. I also use my expertise in technology to leverage various financial systems to optimize the delivery of excellent service to clients. My mission is to generate stability and loyalty for Fidelity Investments and to help clients achieve their financial goals.

4 roles

Gabriel Alvarez work experience

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High-Net Worth Associate

Smithfield, Rhode Island, United States

Establish a solid foundation for success by providing quality customer service to thousands of retail clients, focusing on resolving challenging financial transaction needs. Harmonize operations by working with retirements, transition services, 401k services, and stock plan services to resolve clients’ issues. Support clients from $250K to millions of dollars through expertise in this high-net-worth position. Create and grow relationships with retail clients. Skilled in providing a uniform, cohesive experience for retail clients in close partnership with Fidelity's business teams. Generate stability by increasing customer loyalty while driving business development opportunities for investment advisors.

Jul 2021 - Mar 2024

High School Social Studies Teacher

Providence, Rhode Island, United States

Taught United States History, World History, and Civics courses to over 100 urban high school students. Delivered online curriculum through the use of the Summit academic platform. Increased student and educational effectiveness and student achievement through the use of technology for hundreds of students. Created engaging and educationally sound lessons using Google Classroom platform and Discovery educational platforms for five courses each semester. Developed and delivered a comprehensive distance-learning curriculum in close partnership with six team members.

Sep 2017 - Jun 2020

Technology Integration Specialist

Beijing, China

Ensured quality learning by planning, designing, and implementing technical training programs, policies, and curricula procedures in partnership with the school leadership. Shaped a productive learning environment by developing curricula designed to enhance productivity and help over 100 faculty members meet classroom learning objectives. Taught Advanced Placement Computer Science to Chinese high school students; advised students on United States College higher ed life, culture and society.

Aug 2016 - Jul 2017

Global Leadership Program

Bugil High School- Global Leadership Program

Cheonan, South Chungcheong, South Korea

Trained ten teachers on technology integration in the curriculum, apple grading system, and customizing reports for administration. Drove innovation by redesigning and refining the school's wireless network system to facilitate safe and reliable access to the Internet; implemented cloud-based solutions designed to improve reliability, efficiency, and high-level learning for over 200 users. Taught Advanced Placement Computer Science and Web Design courses to High school Korean students. Updated the school's website using a learning management software like Google Apps for Education.

Aug 2010 - Dec 2016
2 education records

Gabriel Alvarez education

Bachelor'S Degree, Computer And Information Systems Security/Information Assurance

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What is Gabriel Alvarez's role at their current company?

Gabriel Alvarez is listed as High-Net Worth Associate | Business Development for High-Net Worth Clients.

Where is Gabriel Alvarez based?

Gabriel Alvarez is based in Lincoln, Rhode Island, United States.

What companies has Gabriel Alvarez worked for?

Gabriel Alvarez has worked for Fidelity Investments, Providence Public Schools, Beijing Royal School, and Bugil High School- Global Leadership Program.

How can I contact Gabriel Alvarez?

You can use AeroLeads to view verified contact signals for Gabriel Alvarez, including work email, phone, and LinkedIn data when available.

What schools did Gabriel Alvarez attend?

Gabriel Alvarez holds Mpm, Technology And Education from Carnegie Mellon University.

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