Financial advisor with added expertise as a Fixed Income Specialist. Focus on understanding client's goals, profile, and preferences and then actively recommending solutions. Solutions come in the form of guidance conversations, product knowledge, and investment recommendations.

As an Investment Solutions Representative on the Planning and Guidance team, my role is to help clients with understanding their financial goals and to make sure they have a plan in place to achieve them.

Demonstrate empathy and passion for helping people and ensure an excellent customer experience. Service varied customer needs, including balance inquiries, money movement, and more. Trade mutual funds, equities, margin, and options. Answer questions and provide resources to deepen understanding and build confidence. Deliver an excellent customer experience and strengthen the Fidelity Investments brand.

Managed at two locations in the high end restaurant division which were J Alexander's Restaurant and Stoney River Steakhouse and Grill. Responsibilities included managing large numbers of staff usually between 80-100 people, maintaining inventory of liquor beer and wine products, creating and sustaining relationships with vendors vital to everyday operations.