Kyle Oberbroeckling
Jacksonville,FL
Summary
I grew up in Austin, Minnesota and played football, basketball and baseball. Moved to the state of Iowa for college and a short stint thereafter. I value physical fitness, working out and a healthy lifestyle. My hobbies include anything outdoors, sports, grilling and teaching myself guitar. I love to fish, hunt, water ski, wake-board and go boating.
Overview
10
10
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
10.2023 - Current
- Acquired the necessary licenses to perform the job. Studied and passed the Series 7, Series 63.
- When licensed, onboarded and developed/learned how to perform financial and managerial capabilities within accounts of Fidelity clients.
- Currently provide exceptional customer service by talking with live fidelity clients through the phone and being able to do what is in need on their account(s).
- Verify clients, place buy/sell orders (trades), distributions/money movement, changing beneficiaries, account maintenance, servicing back office items, processing transfer of assets requests (TOA's), and much more.
Bartender
Barrel House
03.2023 - Current
Unlicensed Advisor
Diamond Capital Wealth Management
02.2023 - Current
- Assist the office principal, Craig Burtis, with receptionist items
- Sit in office meetings and help with technology matters
- Help organize and set-up office Seminars
- 'Power of Zero' seminar in March 2023
- Study to become licensed. Acquired Securities Industry Essentials (SIE)
Server
Mulligans Brick Oven
12.2020 - 02.2023
- Assist guests in order selection by promoting specific menu items and specials
- Respond to inquiries regarding meal preparation and service
- Coordinate with kitchen staff to ensure timely and accurate order preparation.
Mover
University of Iowa Surplus
09.2018 - 05.2020
- Drove university lift-gate trucks around campus and tended to work orders of unwanted/unused university equipment (couches, chairs, desks, etc.)
- Used 4-wheel carts and 2-wheel dollies to move heavy university owned items
- Helped set up public 'surplus sales' and assisted purchasing customers put their new items safely in their car/truck.
Outdoor golf staff/Bag-room attendant
Austin Country Club
08.2014 - 08.2018
- Scheduled the use of the Austin, MN Country Club golf course
- Maintained inventories of equipment (golf carts, push carts, driving range balls)
- Picked driving range, washed range balls, cleaned members clubs, power-washed, parked, and charged golf carts
- Organized and set up golf tournaments/events.
Education
Mathematics B.S. (No Degree) -
University of Iowa
Iowa City, IAFinancial Management B.A. -
University of Northern Iowa
Cedar Falls, IA12.2022
High School Diploma -
Austin High School
Austin, MN01.2017
Skills
- Time management
- Self-motivated
- Attention to detail
- Verbal and written communication
- Knowledgeable in Microsoft excel, word
- Ability to work independently or with a team
- Knowledgeable and well-versed in financial management, real estate, and banking studies Highly efficient and accurate with strong planning, problem-solving and communication skills while offering eight years in customer service industries
Acknowledgements
- Was voted team captain for both football and state runner-up basketball team in high school
- State of Iowa Insurance license – obtained February 2023
- Securities Industry Essentials (SIE) Exam – obtained May 2023
- Series 7 and Series 63 - obtained January 2024
Timeline
Customer Relationship Advocate
Fidelity Investments
10.2023 - Current
Bartender
Barrel House
03.2023 - Current
Unlicensed Advisor
Diamond Capital Wealth Management
02.2023 - Current
Server
Mulligans Brick Oven
12.2020 - 02.2023
Mover
University of Iowa Surplus
09.2018 - 05.2020
Outdoor golf staff/Bag-room attendant
Austin Country Club
08.2014 - 08.2018
Mathematics B.S. (No Degree) -
University of Iowa
Financial Management B.A. -
University of Northern Iowa
High School Diploma -
Austin High School
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