ANDRES BRICENO SABAL
SPRING,TX
Summary
Dynamic Financial Services Professional with a proven track record supporting high-stakes transactions and delivering personalized retirement and investment guidance. Experienced in executing complex trades, assessing risk, and navigating regulatory requirements while providing white-glove service to high-net-worth and ultra-high-net-worth clients. Recognized for exceptional attention to detail, client trust, and consistently high satisfaction and retention. Bilingual: English & Spanish.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Support Specialist II
Fidelity Investments
Westlake, TX
06.2025 - Current
- Deliver expert support on specialized retirement accounts, including Brokerage accounts, 529 college savings plans, Self-Employed 401(k)s, Roth, and Rollover IRAs.
- Delivered white-glove financial service to ultra-high-net-worth clients, executing complex transactions with precision and discretion, enhancing client satisfaction and trust.
- Accurately executed high-volume, client-directed trades and asset movements, regularly handling seven-figure ($1MM+) transactions.
- Accurately placed and processed a high volume of client-directed trades across equities and mutual fund securities.
- Provide personalized retirement consulting, addressing client-specific questions related to contribution strategies and withdrawal rules.
- Provided comprehensive guidance on retirement strategies and withdrawal planning, ensuring clients understood rollover execution and fee transparency for informed decision-making.
- Fostered long-term client confidence through professionalism and attention to detail, contributing to strong client relationships and retention.
High Net Worth Representative
Fidelity Investments
Westlake, TX
06.2024 - 06.2025
- Provided expert guidance to clients with net worth exceeding $10 million, leveraging in-depth financial knowledge to empower informed decision-making.
- Delivered bespoke service tailored to high-net-worth clients, ensuring a premium, white-glove experience.
- Acquired in-depth knowledge of financial products, services, and regulations to deliver tailored wealth management solutions.
- Executed over 500 mutual fund trades, ensuring accuracy and compliance with client.
- Initiated and executed commodities trades on behalf of clients.
- Maintained comprehensive records of client transactions and account activity to ensure accuracy and compliance.
- Coordinated off-phone activities to improve team productivity and engagement.
Customer Relationship Associate
Fidelity Investments
Westlake, TX
12.2022 - 06.2024
- Assisted over 4 thousand clients with opening accounts, placing trades, financial products, registration for IPOs.
- Provided comprehensive product information, resolved inquiries, and addressed product-related issues effectively.
- Managed challenging customer interactions by employing strong problem-solving skills to resolve complex issues.
- Educated clients on diverse investment options to empower informed decision-making.
- Collaborated with cross-functional teams to enhance processes and deliver improved service outcomes.
- Consistently achieved or surpassed performance targets, including call handling time and customer feedback metrics.
- Participated in continuous training to stay updated on industry regulations and product offerings, ensuring informed client interactions.
Business Associate
Goya Foods
Houston, TX
06.2021 - 07.2022
- Generated $700K+ in less than a year while managing Goya's Amazon Vendor Central account.
- Monitored and forecasted Goya's performance in Amazon to propose short-term pricing moves and strategy recommendations both in pricing and logistics.
- Conducted weekly meetings with marketing and warehouse teams to improve Amazon order performance, delivery times, and customer satisfaction.
- Developed client retention strategy for Amazon customers, focusing on enhancing loyalty and repeat purchases.
- Designed operational channel in Texas warehouse to streamline business operations and enhance efficiency.
- Contributed to the CTPAT certification of the company by connecting vendors which resulted in a significant supply increase from products coming through the Mexican border.
- Recognized by the CEO and General Manager for delivering consistently positive results.
Education
Bachelor of Science - Agricultural Economics
TEXAS A&M UNIVERSITY
College Station, TXSkills
- SalesForce
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- AS400
- Mainframe
- Financial analysis
- Risk assessment
- Leadership
- Intrapersonal communication
- Spanish
- Golfer
Certification
• Candidate for Certified Financial Planning Certification
• SMU Certified Financial Planning Course
• Series 7 - FINRA
• Series 63 - NASAA
• SEI - FINRA,
• Weston Agricultural Sales - Texas A&M University
• Actinver Summer Certification
• SMU Certified Financial Planning Course
• Series 7 - FINRA
• Series 63 - NASAA
• SEI - FINRA,
• Weston Agricultural Sales - Texas A&M University
• Actinver Summer Certification
Timeline
Client Support Specialist II
Fidelity Investments
06.2025 - Current
High Net Worth Representative
Fidelity Investments
06.2024 - 06.2025
Customer Relationship Associate
Fidelity Investments
12.2022 - 06.2024
Business Associate
Goya Foods
06.2021 - 07.2022
Bachelor of Science - Agricultural Economics
TEXAS A&M UNIVERSITY