Andre Riddick
Union,Kentucky
Summary
Experienced and dedicated associate with a proven ability to collaborate with clients, swiftly identifying their needs, and offering suitable products and services to help them achieve their goals. Acknowledged for exceptional communication skills. Committed to delivering outstanding customer care.
Overview
4
4
years of professional experience
3
3
Certification
Work History
High Net Worth Associate
Fidelity Investments
06.2022 - 12.2024
- Ranked in the top 10% nationally for client satisfaction and effectively managed a high volume of clients
- Supported financial advisors in client meetings by facilitating trades, account funding and addressing client concerns
- Worked closely with diverse teams to promptly handle clients' spontaneous inquiries.
- Conducted thorough client assessments to evaluate financial objectives and ensure alignment with advisor services
Customer Relationship Advocate
Fidelity Investments
08.2021 - 06.2022
- Provided guidance to clients on margin and options trading strategies, helping them make informed decisions and enhance their trading portfolio
- Maintained compliance with legal regulations and company policies while assisting clients.
- Educated clients on the functionality and benefits of our services and applications
Security Specialist
Target
09.2020 - 08.2021
- Conducted surveillance operations and apprehended theft subjects in accordance with company standards and apprehension guidelines
- Coached store management and associates to achieve asset protection objectives
- Performed regular audits of existing security measures, identifying areas for improvement and recommending changes accordingly.
Education
Bachelor's of Science - Computer Science
Northern Kentucky University
Skills
- French
- Problem Solving
- Customer Service
- MS Office
- Teamwork
- Adaptability
Certification
- Series 7, FINRA
- Series 63, FINRA
- Securities Industry Essentials, FINRA
Timeline
High Net Worth Associate
Fidelity Investments
06.2022 - 12.2024
Customer Relationship Advocate
Fidelity Investments
08.2021 - 06.2022
Security Specialist
Target
09.2020 - 08.2021
Bachelor's of Science - Computer Science
Northern Kentucky University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
NANDINI RAJANNANDINI RAJAN
Lead Scrum Master at Fidelity InvestmentsLead Scrum Master at Fidelity Investments
Todd CraneTodd Crane
Managing Director at Fidelity InvestmentsManaging Director at Fidelity Investments
Jacob OsborneJacob Osborne
Buy-ins / Fail Control Anaylst at Fidelity InvestmentsBuy-ins / Fail Control Anaylst at Fidelity Investments
Alex MahoneyAlex Mahoney
Maintenance Technician II at Nexus Property ManagementMaintenance Technician II at Nexus Property Management