Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aran Coughlan

Davie,FL

Summary

Detail-oriented professional with a strong focus on customer service in financial roles. Proven adaptability and openness to feedback enhance team collaboration and client satisfaction. Demonstrated ability to analyze financial data and provide actionable insights. Committed to delivering high-quality results in a fast-paced environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Enrollment Specialist

Turbodebt LLC
Sunrise, FL
04.2025 - 05.2025
  • Facilitated debt resolution deals through strategic negotiation.
  • Conducted data entry activities and liaised with clients to assist with enrollment across debt resolution programs.

Wealth Management Service Specialist

Fidelity Investments
Covington, KY
11.2023 - 04.2025
  • The role presented me with an opportunity to engage with a different type of client and gain a perspective on how investor centers operate.
  • Leveraged Salesforce to address client requests for the transfer of assets, money movement, and account maintenance.
  • Resolved 100 proactive and reactive cases every month.
  • Informed financial consultants and colleagues on case status.

Executive Services Assocaite

Fidelity Investments
Covington, KY
09.2022 - 11.2023
  • Elevated expertise in executive-level services by assisting high-level executives with upcoming retirement cases
  • Diligently managed responsibilities associated with 401(k), nonqualified plans, pension, and health benefits.
  • Actively pursued investment and planning insights for internal consultants.

Financial Associate

Fidelity Investments
Covington, KY
01.2018 - 09.2022
  • Initiated professional journey as phone representative on inbound team pivotal to workplace investing success.
  • Facilitated a range of transactions associated with loans, withdrawals, and contribution modifications.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.

Education

Bachelor of Arts - Finance

Murray State University
Murray, KY
05-2016

Skills

  • Data entry
  • Salesforce utilization
  • Debt negotiation
  • Client enrollment
  • Regulatory compliance
  • Financial analysis

Certification

  • Series 7 Exam 7/29/2022
  • Series 63 Exam 8/8/2022

Timeline

Enrollment Specialist

Turbodebt LLC
04.2025 - 05.2025

Wealth Management Service Specialist

Fidelity Investments
11.2023 - 04.2025

Executive Services Assocaite

Fidelity Investments
09.2022 - 11.2023

Financial Associate

Fidelity Investments
01.2018 - 09.2022

Bachelor of Arts - Finance

Murray State University

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