ALICIA MAY
Howe
Summary
People-driven with 20 years of experience aligning motivation with business requirements, policies and goals. Passionate about applying excellent organization and communication skills to manage relationships and support service team success. Results-driven with forward-thinking approach. Demonstrated record of success in building and managing successful relationships. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to support firm goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
VP, Workplace Regional Leader
Fidelity Investments
06.2018 - Current
- Currently Leading a team of Workplace Financial Consultants to reach their goals while cultivating relationships with Plan Sponsor and Participants
- Remote
Director, Retirement Planner
Fidelity Investments
10.2015 - 06.2018
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Dedicated Retirement Planner
Fidelity Investments
10.2014 - 08.2015
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Remote
Account Executive
Fidelity Investments
09.2009 - 10.2014
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
Investment Representative
Fidelity Investments
09.2007 - 09.2009
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Financial Representative
Fidelity Investments
06.2006 - 09.2007
- Met with customers to assess needs, financial status and eligibility.
Financial Representative Full Trader
Fidelity Investments
03.2005 - 06.2006
- Answered inquiries and distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
Education
Bachelor of Science - Finance
Southeastern Oklahoma State University
Durant, OK05.2004
Associate of Science - Accounting
Carl Albert State College
Poteau, OK05.2002
Skills
- Client Relationship Building
- Field Training
- Operational Efficiency
- Discipline and Focus
- Agility and Endurance
- Relationship building
- Team leadership
- Coaching and mentoring
Certification
- Licensed 7, 9, 10, 63, 66
- Life & Health Insurance
- CRPC
Timeline
VP, Workplace Regional Leader
Fidelity Investments
06.2018 - Current
Director, Retirement Planner
Fidelity Investments
10.2015 - 06.2018
Dedicated Retirement Planner
Fidelity Investments
10.2014 - 08.2015
Account Executive
Fidelity Investments
09.2009 - 10.2014
Investment Representative
Fidelity Investments
09.2007 - 09.2009
Financial Representative
Fidelity Investments
06.2006 - 09.2007
Financial Representative Full Trader
Fidelity Investments
03.2005 - 06.2006
Associate of Science - Accounting
Carl Albert State College
Bachelor of Science - Finance
Southeastern Oklahoma State University
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