Financial Services Representative
Current
Aug 2024 - Present
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Gavin Middleton Email & Phone Number
Financial Services Representative at Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Representative at Fidelity Investments
Location
Washington Dc-Baltimore Area, United States
Company size
Who is Gavin Middleton? Overview
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Quick answer
Gavin Middleton is listed as Financial Services Representative at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Gavin Middleton.
Gavin Middleton previously worked as Financial Services Representative at Fidelity Investments and Student at University Of Miami. Gavin Middleton holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of Miami Herbert Business School.
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Fidelity Investments
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Profile bio
About Gavin Middleton
Conscientious, ambitious, and determined graduate from the University of Miami. Majoring in Finance and minoring in Economics with intent to make an impact on the world. Excellent interpersonal skills, persistent, and confident with significant experience in a goal-oriented environment.
Current workplace
Gavin Middleton's current company
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Fidelity Investments
9 roles
Gavin Middleton work experience
A career timeline built from the work history available for this profile.
Student
Aug 2020 - May 2024
Intern
-Engaged with an average of 10 clients daily, providing comprehensive support on Fidelity's financial services.-Fostered professional networks and administer as well as shadow financial advisors' clients' appointments to acquire essential financial knowledge, covering investment strategies, financial vehicles, and current markets.- Assisted 3 plus financial representatives with providing a full range of investment products and services.-Analyzed client activity in Salesforce and managed account balances in FocusPoint to identify future positive opportunities to enhance client satisfaction.
Jun 2023 - Aug 2023
Intern
-Organized and managed financial records, totaling over $50,000 in income from expenses and revenues, over the course of annual periods.-Conducted regular updates of clients' assets and accounts for effective decision-making.-Assisted in the seamless opening of traditional and Roth IRA accounts for clients, facilitating their investment objectives and retirement planning.-Attended an average of 5 client financial advising meetings daily, actively engaging in discussions and meticulously taking notes for the financial advisor to aid in future financial planning and recommendations.
Dec 2022 - Jan 2023
Brotherhood Chair
Promoted the networking of brothers within our fraternity at events to pursue long lasting connections.
Nov 2021 - Jan 2023
Bar Back
-Supported bartenders in a fast paced, intense environment often persevering into late hours of the night.-Delivered to over 100 customers on a daily basis, fostering an efficient work environment.-Maintained personable and respectable customer relations attending to their comfort, well-being and ease as well as communicating with them.
Jun 2022 - Aug 2022
Food Server
Jul 2021 - Jan 2022
Cashier
Italian Store
-Managed the inflow of cash during the busiest of hours.-Communicated with customers regarding daily specials and estimated delivery time.-Drove sales by managing inventory and organizing merchandise in the front of the store.-Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
Sep 2019 - Jun 2021
Co-Founder Of Asap Club
Arlington Student Association Program
As the co-founder of ASAP, I organized events at Yorktown High School to associate students of different backgrounds and cultures into unison.
Sep 2019 - May 2020
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
RW
Ray Wong
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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TF
Tyler Faulkner
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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JS
Jayson Symons
Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States
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JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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SA
Stephanie Ayotte
Colleague at Fidelity InvestmentsGreater Boston, United States
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SH
Sharon Hong
Colleague at Fidelity InvestmentsUnited States
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MB
Marshall Brown
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States
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JH
John Hayes, Cfp®
Colleague at Fidelity InvestmentsNew York, United States
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KN
Kel Noon
Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States
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Ray Wong
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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TF
Tyler Faulkner
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
JS
Jayson Symons
Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States
View →
JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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SA
Stephanie Ayotte
Colleague at Fidelity InvestmentsGreater Boston, United States
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SH
Sharon Hong
Colleague at Fidelity InvestmentsUnited States
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MB
Marshall Brown
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States
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JH
John Hayes, Cfp®
Colleague at Fidelity InvestmentsNew York, United States
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KN
Kel Noon
Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States
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3 education records
Gavin Middleton education
Bachelor Of Business Administration - Bba, Finance, General, Senior
Education record
Yorktown High School
Education record
FAQ
Frequently asked questions about Gavin Middleton
Quick answers generated from the profile data available on this page.
What company does Gavin Middleton work for?
Gavin Middleton works for Fidelity Investments.
What is Gavin Middleton's role at Fidelity Investments?
Gavin Middleton is listed as Financial Services Representative at Fidelity Investments at Fidelity Investments.
Where is Gavin Middleton based?
Gavin Middleton is based in Washington Dc-Baltimore Area, United States while working with Fidelity Investments.
What companies has Gavin Middleton worked for?
Gavin Middleton has worked for Fidelity Investments, University Of Miami, Veritas Financial, Llc, Pi Kappa Alpha International Fraternity, and The Salt Line.
Who are Gavin Middleton's colleagues at Fidelity Investments?
Gavin Middleton's colleagues at Fidelity Investments include Ray Wong, Tyler Faulkner, Gretchen Spencer, Jayson Symons, and John Kearney.
How can I contact Gavin Middleton?
You can use AeroLeads to view verified contact signals for Gavin Middleton at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Gavin Middleton attend?
Gavin Middleton holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of Miami Herbert Business School.
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