Andi Kohn
Denver,CO
Summary
Dynamic HSA Planner & Trader with expertise in executing trades and guiding clients through financial planning processes. Demonstrates a commitment to compliance and enhances customer satisfaction through effective communication and proactive problem-solving.
Overview
4
4
years of professional experience
1
1
Certification
Work History
HSA Planner & Trader
Fidelity Brokerage Services LLC
Denver, CO
10.2024 - Current
- Educate clients on financial products, helping them understand investment options.
- Execute trades based on established parameters set forth by clients.
- Review and process transactions accurately according to policies and procedures.
- Maintain stringent safety and security protocols across all accounts.
- Continue to build positive and productive customer connections to ensure customer satisfaction.
- Strengthen workflows by identifying and implementing actionable solutions.
- Provided support in a multi-channel environment to address client inquiries effectively.
- Ensure compliance with applicable laws and regulations governing the HSA, RBS and DC products.
- Simplified complex financial terminology and concepts to support client comprehension and informed decision-making.
HSA Licensed Representative
Fidelity Investments
Denver, CO
01.2024 - Current
- Promote high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Handle the execution of customer transactions accurately and efficiently.
- Collaborate with other departments to resolve complex customer requests.
- Maintain accurate records of customer interactions for future reference.
- Remain calm and professional in stressful circumstances and effectively diffused tense situations.
- Maintain stringent safety and security protocols across all accounts.
- Educate clients on their accounts to empower them to navigate our website and process transactions independently.
HSA Unlicensed Representative
Fidelity Investments
Denver, CO
10.2022 - Current
- Provided exceptional customer service to ensure customer satisfaction.
- Improved product knowledge on continuous basis to provide optimal service.
- Recorded comprehensive details of customer interactions and transactions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Managed complex customer inquiries while maintaining friendly composure.
- Maintained updated knowledge through continuing education and advanced training.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Financial Customer Associate
Fidelity Investments
Denver, Colorado
04.2022 - 10.2022
- Assisted clients with account inquiries and transaction requests.
- Resolved customer issues through effective communication and problem-solving skills.
- Supported compliance initiatives by maintaining accurate documentation and records.
- Evaluated plan documents and guidelines alongside clients
- Executed loan transactions and withdrawals
- Performed rebalances and exchanges
- Updated accounts to ensure accuracy
Education
MAcOM - Acupuncture And Oriental Medicine
Academy of Oriental Medicine At Austin
Austin, TX12.2011
Bachelor of Arts - Dramatic Theory
University of Arizona
Tucson, AZ05.1997
High School Diploma -
Corona Del Mar High School
Costa Mesa, CA05.1992
Skills
- Financial product knowledge
- Continuous development
- Outstanding communication
- Team-oriented
- Interpersonal skills
- Focused on customer satisfaction
- Effective Multi-Tasker
- Self-starter
- Financial planning
- Trading execution
- Research and due diligence
- Fundamental analysis
- Experienced with Trading Platforms
- Leadership abilities
- Detail-oriented approach
- Excellent time management skills
- Flexible and adaptable
- Client advocacy
- Technology skills
Certification
- SIE
- Series 7
- Series 63
Timeline
HSA Planner & Trader
Fidelity Brokerage Services LLC
10.2024 - Current
HSA Licensed Representative
Fidelity Investments
01.2024 - Current
HSA Unlicensed Representative
Fidelity Investments
10.2022 - Current
Financial Customer Associate
Fidelity Investments
04.2022 - 10.2022
MAcOM - Acupuncture And Oriental Medicine
Academy of Oriental Medicine At Austin
Bachelor of Arts - Dramatic Theory
University of Arizona
High School Diploma -
Corona Del Mar High School