Justin Clegg

Justin Clegg Email and Phone Number

Private Pilot working towards my Instrument and Commercial rating
Justin Clegg's Location
Raleigh, North Carolina, United States, United States
Justin Clegg's Contact Details

Justin Clegg work email

Justin Clegg personal email

n/a
About Justin Clegg

Graduate from Appalachian State University with a BSBA in Finance and Banking. Worked as a SOAR Associate at Fidelity. As a SOAR Associate, I got experience from many aspects of the company including Workplace Investments, Personal Investments, and Impact Investments through Fidelity Charitable. Currently I am working towards my commercial license in aviation.

Justin Clegg's Current Company Details

Private Pilot working towards my Instrument and Commercial rating
Justin Clegg Work Experience Details
  • Fidelity Investments
    High Networth Associate
    Fidelity Investments Sep 2022 - Nov 2023
    Raleigh, North Carolina, United States
    • Achieved 100% trade accuracy over 70 Money Market, Mutual Fund, Stock, ETF, and Option trades• Educated clients on their brokerage accounts, FINRA and SEC Regulations, and trading techniques• Supported clients with account problem resolutions• Curated and presented Tech Talks with team• Improved team engagement by interacting during group settings and assisting team with questions
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  • Fidelity Investments
    Defined Contributions Associate
    Fidelity Investments Jan 2022 - Aug 2022
    Raleigh, North Carolina, United States
    • Assisted 25+ participants daily with contributions, withdrawals, loans, and rollovers on their 401k Employer Sponsored Plans• Consulted and educated participants on 401k plan specific rules and details• Delivered strong customer service while maintaining an AHT of 499 seconds and 99.3% adherence• Implemented feedback to develop a strong call flow
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  • Fidelity Charitable®
    Donor Services Specialist
    Fidelity Charitable® Jun 2021 - Jan 2022
    Raleigh, North Carolina, United States
    • Handled 20+ calls daily with customer satisfaction of 4.75 of 5• Placed, edited, and checked status of charitable grants• Educated clients on Donor Advised Funds and 501c3 Rules and Regulations, such as OFAC• Processed several EFT Direct Deposit forms for Charitable Organizations daily
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  • Lowe'S Companies, Inc.
    Receiver
    Lowe'S Companies, Inc. May 2020 - Jun 2021
    Boone, North Carolina, United States
    View
  • Lynnwood Grill And Brewing Concern
    Host/Takeout
    Lynnwood Grill And Brewing Concern Mar 2015 - May 2020
    Raleigh, Nc
    • Handle 35+ customer calls per shift regarding food orders, refunds, and questions• Operate a POS System for taking orders quickly and accurately• Count money to start and end each shift assuring the drawer is balanced at $300 to properly deposit extra cash to managers and receive tip out• Check customers identification to ensure that they meet the legal age requirement for alcohol consumption

Justin Clegg Education Details

Frequently Asked Questions about Justin Clegg

What is Justin Clegg's role at the current company?

Justin Clegg's current role is Private Pilot working towards my Instrument and Commercial rating.

What is Justin Clegg's email address?

Justin Clegg's email address is j.****@****wes.com

What schools did Justin Clegg attend?

Justin Clegg attended Walker College Of Business At Appalachian State University.

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