Open To Work
Alycea Vitela
1850 Mercer Parkway, Farmers Branch,TX
Summary
Series 7 and 66 licensed analytical professional with extensive experience in financial analysis and client education. Proven track record in reviewing client portfolios while ensuring compliance with industry regulations. Expertise in enhancing client satisfaction and driving business growth through strategic insights.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Workplace Planning Consultant
Fidelity
Westlake, Texas
10.2023 - Current
- Analyzed client portfolios with financial software to identify optimization opportunities.
- Educated clients on risk management and asset diversification techniques.
- Interacted with clients to assess income, expenses, and financial objectives for comprehensive planning.
- Cultivated strong relationships with existing clients to enhance engagement and drive growth.
- Instructed clients on investment principles and market dynamics, emphasizing diversification benefits.
- Known for turning complex financial concepts into clear, client-friendly explanations that make retirement and investing easier to understand and act on
Secondary Mathematics Teacher
EMS ISD
Saginaw, Texas
01.2017 - 10.2023
- Designed engaging lesson plans for diverse student needs.
- Utilized technology tools including online software and calculators to support instruction.
- Collaborated with colleagues to develop curriculum standards and assessments.
- Communicated regularly with parents regarding student progress and concerns.
- Assessed student progress through regular quizzes and assignments.
- Translated complex math concepts into clear, easy-to-understand explanations that improved student understanding and confidence
Business Owner
Self
Farmers Branch, TX
07.2022 - 08.2023
- Established successful online business from inception, securing capital and managing customer interactions.
- Developed product descriptions for online storefronts to enhance visibility.
- Cultivated supplier relationships to obtain favorable pricing and terms.
- Created and managed website content, including product descriptions and promotional materials.
- Conducted market research to identify trends and align with customer preferences.
Education
Bachelor of Science - Mathematics
Univeristy of Texas At Arlington
Arlington, TX08-2017
Skills
- Financial portfolio management
- Risk compliance assessment
- Client relationship management
Certification
Securities Industries Essentials Certification
Series 7
Series 66
Timeline
Workplace Planning Consultant
Fidelity
10.2023 - Current
Business Owner
Self
07.2022 - 08.2023
Secondary Mathematics Teacher
EMS ISD
01.2017 - 10.2023
Bachelor of Science - Mathematics
Univeristy of Texas At Arlington