ALEXANDER CHIGAS
Waltham,MA
Summary
Experienced and dedicated Financial Professional with a proven track record, specializing in wealth management and client relationship development. Adept at collaborating with teams to refine services and deliver tailored financial solutions.
Overview
16
16
years of professional experience
Work History
Financial Planning Consultant
Fidelity Investments
09.2022 - Current
- Analyzed client financial data to develop personalized investment strategies.
- Collaborated with cross-functional teams to enhance financial planning processes.
- Reviewed and updated financial plans to ensure alignment with client goals and market trends.
- Developed and maintained strong relationships with clients through regular follow-ups and consultations.
Financial Advisor
Morgan Stanley
02.2017 - 02.2022
- Pace Setter Achiever, 2019
- Developed personalized financial plans to meet client goals and objectives.
- Analyzed client portfolios, ensuring alignment with risk tolerance and financial aspirations.
- Educated clients on financial products, enhancing understanding of investment strategies.
- Monitored economic news and market developments to provide timely advice for clients.
Relationship Manager
Fidelity Investments
2009 - 2017
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Conducted regular market research to inform strategic decision-making and identify new opportunities.
- Developed and implemented strategies to drive business growth and improve service delivery.
Education
Bachelor of Science -
University of Vermont
Burlington, Vermont, VTHigh School Diploma -
LAWRENCE ACADEMY
Groton, MASkills
- FINRA Series 7, 63, 66
- Insurance licensed
- Wealth management
- Asset allocation
- Portfolio management
- Retirement planning
- Client relationship development
- Teamwork and collaboration
- Reliability
Timeline
Financial Planning Consultant
Fidelity Investments
09.2022 - Current
Financial Advisor
Morgan Stanley
02.2017 - 02.2022
Relationship Manager
Fidelity Investments
2009 - 2017
Bachelor of Science -
University of Vermont
High School Diploma -
LAWRENCE ACADEMY
Affiliations
- Rotary
- Lions Club