Alexander Jean-Mary
Jacksonville, FL,FL
Summary
Highly motivated planning professional that educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
Work History
Workplace Planning Consultant III
Fidelity Investments
06.2021 - Current
- Facilitated clients in leveraging their 401k as a cornerstone for initiating and executing comprehensive financial plans, ensuring their long-term financial security
- Developed personalized plans tailored to each clients’ unique goals—retirement, college, home, emergency fund
- Discussed investment strategies that incorporate Fidelity’s principles of investing, insights from strategic advisors, and the four stages of the business cycle empowering clients with the necessary knowledge to make informed investment decisions
- Fiduciary Responsibility: always acting in the best interest of the clients
- Consulted over 5,000 clients over an 24 month period
Leasing Specialist
Collier Companies
09.2020 - Current
- Increased the apartment's averaged reputation score by 25% by improving customer interactions resulting in the Golden Rule Award
- Leased over 20 apartment homes by creating long term relationships and showcasing the benefits of living at the complex
- Maintain relations with over 400 residents by providing consistent customer service upon request, providing solutions to problems, and maintaining the property upkeep.
- Set appointment times for individuals to tour facilities and see available units.
Associate Buyer Intern
Target
06.2019 - 08.2019
- Managed sales and inventory levels for the entertainment department store model with $458k in sales
- Produced a competition evaluation presentation that listed improvements to the company's e-commerce platform
- Maintained communication with over 15 vendors for assigned product category to maximize sales for Q4.
Marketing Coordinator
Study Soup
08.2018 - 06.2019
- Closed over 500 leads in one season increasing performance by 15% and earned a top performer award
- Marketed advertising campaigns to 40 different classrooms, campus organizations, and interest groups to increase awareness
- Trained two new coordinators in company knowledge, pitch presentation, and closing strategies.
Education
Bachelor of Science in Telecommunications Management and Strategy -
University of Florida
Gainesville, FL05.2021
Skills
- Microsoft Office
- Client Needs Assessment
- Salesforce
- Retirement planning
- Sales expertise
- Investment Guidance
Timeline
Workplace Planning Consultant III
Fidelity Investments
06.2021 - Current
Leasing Specialist
Collier Companies
09.2020 - Current
Associate Buyer Intern
Target
06.2019 - 08.2019
Marketing Coordinator
Study Soup
08.2018 - 06.2019
Bachelor of Science in Telecommunications Management and Strategy -
University of Florida