Annekah Martinez
Salt Lake City,UT
Overview
11
11
years of professional experience
1
1
Certification
Work History
Help Desk Tier 1
Fidelity Investments
04.2025 - Current
- Served as a resource for representatives by striving to deliver accurate, policy-compliant information quickly and efficiently. Gained an in depth knowledge of Fidelity systems. Worked with team leaders by leading coaching sessions, small group role plays, and implementing target learning initiatives to build and strengthen capability.
High Net Worth Associate
Fidelity Investments
10.2024 - 04.2025
- Top performer delivering personalized, high-quality service to high net worth clients, including executing money movements, placing trades, and explaining complex financial concepts. Contributed as an integral team member through event planning and budget allocation, while fostering peer development through mentorship and providing shadowing opportunities.
Customer Relations Advocate
Fidelity Investments
09.2023 - 10.2024
- Completed licensing quickly and efficiently. Strengthened client relationships through proactive engagement and problem-solving while maintaining consistent high performance.
Photographer & Owner
Annekah T. Photography
04.2015 - 12.2024
- Operated a successful photography business, managing all aspects from client acquisition to final product delivery. Leveraged Microsoft Excel and Word to organize business operations and financial tracking.
General Manager
Seven Gables Mercantile
04.2021 - 09.2023
- Developed and executed digital marketing strategies to enhance brand visibility and customer engagement using the Microsoft suite. Led a team by delegating tasks, overseeing events, and providing feedback and coaching.
Education
Bachelor of Science - Anthropology
University of Utah
Salt Lake CitySkills
- Organizational and operational management
- Efficient multitasking
- Microsoft Word, Excel, and PowerPoint
- Teamwork and collaboration
- Written and verbal communication
- Priority management in fast paced environment
- Proactive coaching and leadership
- Critical thinking
Certification
Series 9/10, Series 7, Series 63
Timeline
Help Desk Tier 1
Fidelity Investments
04.2025 - Current
High Net Worth Associate
Fidelity Investments
10.2024 - 04.2025
Customer Relations Advocate
Fidelity Investments
09.2023 - 10.2024
General Manager
Seven Gables Mercantile
04.2021 - 09.2023
Photographer & Owner
Annekah T. Photography
04.2015 - 12.2024
Bachelor of Science - Anthropology
University of Utah