ASHLEY MALDONADO
Irving
Summary
Licensed financial representative with strong product knowledge in 401(k), defined benefits, tax-exempt plans, non-qualified plans, and health benefits. Aspiring financial advisor on path to achieving CFP certification
Overview
13
13
years of professional experience
1
1
Certification
Work History
Executive Participant Services Representative
Fidelity Investments
09.2023 - Current
- Handle inbound and outbound calls while providing exceptional customer service. Products serviced include 401(k), pension, tax-exempt, non-qualified plans, and health benefits.
- Act as a case manager when executive-level customers transition into retirement, using enhanced communication, and providing consistent follow-ups and progress updates.
- Deliver comprehensive benefit plan education to participants, facilitating informed decision-making regarding plan options.
- Develop rapport with customers, and identify opportunities to generate leads for Executive Services advice teams, in the hopes of fostering long-term relationships and repeat business opportunities.
Non Qualified Plan Services Lead
Fidelity Investments
08.2021 - 09.2023
- Non-Qualified Plan Services team member responsibilities include taking inbound calls while providing exceptional customer service. Products serviced include defined contribution non-qualified plans and 401(k).
- Deliver comprehensive benefit plan education to participants, facilitating informed decision-making regarding plan options.
- Processing transactions such as withdrawals, rollovers, loans, exchanges, and rebalances with accuracy, while maintaining compliance standards.
Real Estate Agent
ERA Cornerstone Realty
08.2020 - 08.2022
- Licensed real estate agent who provided clients with guidance through the process of leasing, buying, and selling real estate.
- Responsibilities included pursuing leads, showcasing properties, preparing essential contract forms, liaising between buyers and sellers to facilitate negotiations, and providing exceptional customer service from start to finish.
Financial Customer Associate
Fidelity Investments
02.2021 - 07.2021
- Financial customer associate responsibilities included managing high call volumes while providing exceptional customer support.
- Deliver comprehensive 401(k) plan education to participants, enabling informed decision-making regarding their plan options.
- Processing transactions such as withdrawals, rollovers, loans, exchanges, and rebalances with accuracy, while maintaining compliance standards.
Color Guard Director
Richardson High School
05.2012 - 06.2021
- Color guard director responsibilities included teaching color guard class period, technique training, choreographing, communicating with band directors/parents/administrators, hiring tech staff, recruitment, scheduling, fundraising, and managing budget provided by school district and booster club for color guard program
- Awards: 2013 NTCA Regional A Gold Medalists, 2018 NTCA Regional A Bronze Medalists
Education
M.S. HR & Organizational Development -
Champlain College
Burlington, VT10.2023
B.A. General Studies -
University of North Texas
Denton, TX05.2012
Certified Financial Planner- In Progress
American Colllege of Financial Services
King of Prussia, PASkills
- Customer service excellence
- Problem-solving expertise
- Effective communication
- Team collaboration
- Product and service knowledge
Certification
- SIE
- Series 7
- Series 63
Timeline
Executive Participant Services Representative
Fidelity Investments
09.2023 - Current
Non Qualified Plan Services Lead
Fidelity Investments
08.2021 - 09.2023
Financial Customer Associate
Fidelity Investments
02.2021 - 07.2021
Real Estate Agent
ERA Cornerstone Realty
08.2020 - 08.2022
Color Guard Director
Richardson High School
05.2012 - 06.2021
M.S. HR & Organizational Development -
Champlain College
B.A. General Studies -
University of North Texas
Certified Financial Planner- In Progress
American Colllege of Financial Services
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