Gavin Middleton

Gavin Middleton Email and Phone Number

Financial Services Representative at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Gavin Middleton's Location
Washington DC-Baltimore Area, United States
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.

Gavin Middleton's Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Services Representative at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Gavin Middleton Work Experience Details
  • Fidelity Investments
    Financial Services Representative
    Fidelity Investments Aug 2024 - Present
    Alexandria, Virginia, United States
  • University Of Miami
    Student
    University Of Miami Aug 2020 - May 2024
    Coral Gables, Florida, United States
  • Fidelity Investments
    Intern
    Fidelity Investments Jun 2023 - Aug 2023
    Alexandria, Virginia, United States
    -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.
  • Veritas Financial, Llc
    Intern
    Veritas Financial, Llc Dec 2022 - Jan 2023
    Vienna, Virginia, United States
    -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.
  • Pi Kappa Alpha International Fraternity
    Brotherhood Chair
    Pi Kappa Alpha International Fraternity Nov 2021 - Jan 2023
    Miami, Florida, United States
    Promoted the networking of brothers within our fraternity at events to pursue long lasting connections.
  • The Salt Line
    Bar Back
    The Salt Line Jun 2022 - Aug 2022
    Arlington, Virginia, United States
    -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.
  • P.F. Chang'S
    Food Server
    P.F. Chang'S Jul 2021 - Jan 2022
    Arlington, Virginia, United States
  • Italian Store
    Cashier
    Italian Store Sep 2019 - Jun 2021
    Arlington, Virginia, United States
    -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.
  • Arlington Student Association Program
    Co-Founder Of Asap Club
    Arlington Student Association Program Sep 2019 - May 2020
    Arlington, Virginia, United States
    As the co-founder of ASAP, I organized events at Yorktown High School to associate students of different backgrounds and cultures into unison.

Gavin Middleton Education Details

Frequently Asked Questions about Gavin Middleton

What company does Gavin Middleton work for?

Gavin Middleton works for Fidelity Investments

What is Gavin Middleton's role at the current company?

Gavin Middleton's current role is Financial Services Representative at Fidelity Investments.

What schools did Gavin Middleton attend?

Gavin Middleton attended University Of Miami Herbert Business School, Yorktown High School, University Of Miami.

Who are Gavin Middleton's colleagues?

Gavin Middleton's colleagues are Samrat Halder, Thomas Trine, Aditya Natekar, Jody Winfree, Naresh Methuku, Jayakumar Kizhekkeveettil, Nik Nikitovich.

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