Alessandro Vicino
Cincinnati
Overview
6
6
years of professional experience
2
2
Certifications
Work History
ESCHEATMENT PREVENTION SPECIALIST
FIDELITY INVESTMENTS
01.2025 - Current
- Identified and remediated accounts at risk of classification as abandoned property, preventing asset transfer to state custody.
- Managed outreach workflows in accordance with state-specific unclaimed property laws and SEC Rule 17Ad-17, ensuring regulatory compliance and protecting client assets.
- Conducted targeted outreach to high-net-worth and retail clients to promote account activity, preserving long-term investment positions.
- Data Integrity: Utilized complex internal databases to research and locate "lost" clients, updating sensitive account information with high accuracy.
HIGH NET WORTH ASSOCIATE
FIDELITY INVESTMENTS
01.2021 - 01.2025
- Portfolio Management: Managed premium client accounts exceeding $250,000, delivering tailored investment strategies to meet client goals.
- Trade Execution: Facilitate complex security trades and high-value capital movements while maintaining a consistently successful trading track record.
- Regulatory Compliance: Apply a comprehensive understanding of financial market regulations to ensure all transactions meet industry standards.
- Cross-Functional Collaboration: Partnered with internal departments to streamline operations, improving client service delivery and satisfaction.
WI CUSTOMER SOLUTIONS INTERN
FIDELITY INVESTMENTS
06.2020 - 09.2020
- Strategic Reporting: Analyzed client trends and generated technical reports for leadership, supporting data-driven decision-making.
- Data Visualization: Created dynamic Salesforce dashboards and diagrams to enhance understanding of complex customer data.
- Executive Support: Partnered with Managing Directors to identify and resolve Salesforce-related operational challenges.
- Agile Methodology: Gained hands-on experience working within an AGILE environment alongside business analysts.
Education
BBA - FINANCE, INTERNATIONAL BUSINESS
UNIVERSITY OF CINCINNATI – LINDNER COLLEGE OF BUSINESS
Cincinnati12-2020
Skills
- Fraud Prevention
- Regulatory Compliance
- Risk Management
- Data Analytics
- Salesforce
- Microsoft Excel
- Microsoft Access
- AGILE Environment
- Effective communication
- Trade execution
- Client outreach
- Customer relationship management
Languages
Italian
Native/ Bilingual
Spanish
Full Professional
Certification
FINRA SERIES 7
Timeline
ESCHEATMENT PREVENTION SPECIALIST
FIDELITY INVESTMENTS
01.2025 - Current
HIGH NET WORTH ASSOCIATE
FIDELITY INVESTMENTS
01.2021 - 01.2025
WI CUSTOMER SOLUTIONS INTERN
FIDELITY INVESTMENTS
06.2020 - 09.2020
BBA - FINANCE, INTERNATIONAL BUSINESS
UNIVERSITY OF CINCINNATI – LINDNER COLLEGE OF BUSINESS