Alexander Veloz
Methuen,MA
Summary
Experienced with developing and implementing investment solutions for diverse client needs. Utilizes analytical skills and financial acumen to create effective strategies. Track record of building strong client relationships and delivering exceptional service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative II
Fidelity Investments
Merrimack, NH
10.2024 - Current
- Provided ongoing support and education for clients, empowering them to make informed decisions about their investments.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Contributed to the growth of the firm's assets under management through diligent prospecting efforts and successful relationship-building techniques.
- Navigated challenging market conditions by staying well-informed on global events impacting investments, adjusting strategies as needed to protect client interests.
- Partnered with Financial Consultants to integrate fixed income allocations into holistic financial plans, facilitating seamless referrals and strategic alignment.
Investment Solutions Representative I
Fidelity Investments
Merrimack, NH
08.2023 - 10.2024
- Enhanced client satisfaction by providing tailored investment solutions and personalized financial advice.
- Managed a diverse range of client accounts, effectively balancing individual needs with overall portfolio performance objectives.
- Built strong relationships with clients, establishing trust and fostering loyalty through consistent communication and excellent service.
- Established credibility with clients through consistent demonstration of industry knowledge, ethical practices, and commitment to their financial wellbeing.
- Effectively communicated complex investment concepts to clients in a clear, concise manner that facilitated understanding and decision making.
Customer Relationship Advocate
Fidelity Investments
Merrimack, NH
06.2022 - 08.2023
- Maintained client satisfaction with forward-thinking strategies focused on addressing client needs and resolving concerns.
- Provided exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Delivered guidance on financial regulations and requirements.
Substitute Teacher
Lowell Public Schools
03.2022 - 06.2022
- Took over class for regular classroom teacher, managing assignments, student needs and recordkeeping.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Took notes and prepared reports on school day activities to provide to primary teacher.
- Integrated existing and new technology into classroom to help provide creative and fun learning environment.
- Diversified classroom instruction and group activities to successfully support students with unique strengths and learning styles.
Teacher
Bellesini Academy
08.2021 - 03.2022
- Adapted lesson plans and curricula to student interests, increasing GPAs and student engagement.
- Reviewed curriculum and devised alternate approaches to presenting lessons to increase student understanding.
- Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
- Cultivated relationships with parents for complete support network.
Teacher
Nettle Middle School
08.2020 - 08.2021
- Designed dynamic lesson plans based on student interests to increase overall student GPA.
- Held conferences with parents to address questions, discuss academic progress and encourage learning goals.
- Explored and implemented innovative use of technology to convey information in fresh and interesting ways.
- Consulted with teachers in other disciplines to identify and adopt successful instructional strategies.
Education
Bachelor of Arts - Political Science
University of Massachusetts - Lowell
Lowell, MASkills
- Attention to Detail
- Proactive and Self-Motivated
- Customer Relations
- Verbal and Written Communication
- Effective problem solver
- Adaptable
- Analytical Thinking
- Excellent time management skills
- Relationship building and management
- Inter-department collaboration
- Proficient in Spanish
Affiliations
- SOHL - BOLD Mentorship
- RCBX
- Golfing
- Fishing
- Traveling
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Investment Solutions Representative II
Fidelity Investments
10.2024 - Current
Investment Solutions Representative I
Fidelity Investments
08.2023 - 10.2024
Customer Relationship Advocate
Fidelity Investments
06.2022 - 08.2023
Substitute Teacher
Lowell Public Schools
03.2022 - 06.2022
Teacher
Bellesini Academy
08.2021 - 03.2022
Teacher
Nettle Middle School
08.2020 - 08.2021
Bachelor of Arts - Political Science
University of Massachusetts - Lowell