Will Sargent Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

As an Investment Solutions Associate at Fidelity I assist clients with financial planning and guidance needs. I work with clients on uncovering the best route forward for their saving and investing goals in order to give them confidence and a plan to help them reach those goals. Through this role I have obtained my FINRA Series 66 Investment Advisor license as an Investment Advisor Representative at Fidelity Investments.

Boston, Ma, Us

• Work with Fidelity's premium client base to deliver first class client experience• Leverage problem solving skills to resolve complex issues related to brokerage and retirement accounts• Complete a wide range of tasks related to trading and money movement; utilized knowledge of financial markets to answer client inquiries; work with Financial Consultants and Portfolio Specialists to complete client specific requests • Obtained General Securities Licenses: Securities Industry Essentials (SIE); Series 7TO; Series 63

Boston, Ma, Us

East Falmouth, Massachusetts, Us

Worked directly with club Controller and COO to assist with analysis and reconciliation of general ledger accounts. Trained in Jonas POS accounting software use; utilized training to track and resolve accounting discrepancies relating to member billing statements; engaged in reliable and professional communication with members. Worked with PGA professional golf staff to facilitate day-to-day golf operations; tracked and managed daily tee times

Munich, Bavaria, De

Worked with foreign startup to design and distribute marketing materials to build client base and brand credibility. Conducted market research to identify potential clients. Conducted sales calls leading to acquisition of new clients. Liaised with trainers to ensure efficient scheduling. Leveraged cultural knowledge to navigate Spanish market.

Organized and shelved all textbooks for students to purchase for the Spring semester.Processed and shipped orders working in the University bookstore warehouse, took inventory of all textbooks.

Amherst, Massachusetts, Us

Worked directly with coaches and players to assist in practice sessions to facilitate drills and fix equipment issues. Tasked with ensuring field, facilities, and player equipment are ready and organized well for practices and games. Assisted with sideline operations on gamedays. Managed list of over 100 player names, numbers, and preferences to ensure proper distribution of equipment. Contributed 30 hours per week to position while balancing coursework and extracurriculars.

Tasked with full oversight of sailing program and management of a staff of 6 instructors. Responsible for hiring, training and scheduling employees, as well as providing weekly updates and progress reports on the program to the yacht club Board of Directors.

Coached two classes of sailors aged 7-17 during 8-week summer program. Ensured students learned the fundamentals of sailing as well as racing tactics while ensuring safety at all times. Earned promotion from intermediate sailing instructor to race team coach in 2017.

Ensure all tables are clean and set, bring food to tables when ready, clear dishes from tables and restock.

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Science - Bs, Sport And Fitness Administration/Management

High School Diploma