Anthony Allegro
Raleigh,NC
Overview
2
2
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant II
Fidelity Investments
Durham, NC
07.2023 - Current
- Plan with our participants to optimize their overall retirement plans
- Provide investment guidance to our 401k participants through the use of Fidelity's Principles of Investing
- Utilize outbound dialing to connect with unengaged participants and drive action
- Leverage Fidelity resources to find solutions for participants stated and unstated needs, goals and visions
- Proficient in Fidelity Planning and Guidance Center, Salesforce, Focuspoint and other Fidelity systems
- Generate workplace investment plans for investors just starting out as well as high net worth individuals
- Engage participants in planning while finding solutions to their stated need
- Work with leaders to aid in the development of newer representatives in our department
Workplace Planning Consultant I
Fidelity Investments
Durham, NC
01.2023 - 07.2023
Workplace Planning Associate
Fidelity Investments
Durham, NC
06.2022 - 01.2023
- Built outbound phone skills to connect with unengaged participants and educated the importance of planning to drive them to plan with Fidelity advisors
- Obtained SIE, Series 7, and Series 66 Licenses
- Learned Fidelity Essentials
Education
Bachelor of Science - Business Management
Rowan University
Glassboro, NJ05-2022
Skills
- Coachable
- Dedicated
- Time Management
- Growth Oriented
References
Joseph Disanto
joseph.disanto@fmr.com
Anna Van Bourgondien
anna.vanbourgondien@fmr.com
Certification
- Series 7
- Series 66
- Securities Industry Essentials
Timeline
Workplace Planning Consultant II
Fidelity Investments
07.2023 - Current
Workplace Planning Consultant I
Fidelity Investments
01.2023 - 07.2023
Workplace Planning Associate
Fidelity Investments
06.2022 - 01.2023
Bachelor of Science - Business Management
Rowan University