Blake George
Haslet,TX
Summary
Hard-working recent college graduate with a Master of Business Administration (M.B.A.) in Business Administration (3.70 GPA), with 4+ years of work experience. Aiming to leverage the knowledge gained through my learnings and experiences in my past positions. I look forward to using my financial knowledge to help in succeeding in this role.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Alternative Accounting Analyst
Fidelity Investments
Westlake, Texas
05.2025 - Current
- Ensured derivative holdings were correctly reconciled and monthly reset processing were processed accurately.
- Helped onboard all the new derivative products and funds we added to our team.
- Helped in automating the reconciliation process for our portfolio swap process.
Fund Operations Analyst
Fidelity Investments
Westlake, TX
07.2022 - 05.2025
- Handled and coached on the complex derivatives in which we are invested.
- Worked closely with internal and external business partners to ensure our deliverables were accurate.
- Utilized Microsoft Excel and VBA knowledge to allow for quicker productivity.
High Net Worth Service Associate
Fidelity Investments
Westlake, TX
03.2022 - 07.2022
- Partner with colleagues to accomplish complex account problems impacting our premium clients.
- Process a multitude of stock market trades, monetary transactions, and account maintenance request.
- Provide a high level of customer service and knowledge to high net worth clients that they expect and need for their investing situations.
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
05.2021 - 03.2022
- Assisted clients by answering and resolving any concerns they had relating to their personal investing account.
- Provide knowledge and education on financial terms and tools for clients to make investing easier.
- Provide excellent customer service to clients while processing their investing or financial needs.
Produce Partner
H-E-B
Waco, TX
04.2018 - 04.2021
- Developed logical competencies of how to properly plan, prioritize, and manage daily inventory.
- Gained insightful knowledge and opportunities to present exceptional customer service and leadership.
- Developed an efficient product forecast to limit shrink within the department.
Order Fulfillment Associate
THE HOME DEPOT
Waco, TX
06.2017 - 08.2017
- Developed hands-on knowledge for E-store operations.
- Harmonized multiple orders and customer requests while maintaining customer service.
Sales Associate
GNC
Waco, TX
01.2016 - 08.2016
- Balanced excellent customer service and sales with store appearance.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
Education
MBA -
TARLETON STATE UNIVERSITY
12.2020
Bachelor of Science - Kinesiology
TARLETON STATE UNIVERSITY
08.2019
Skills
- Financial knowledge
- Leadership
- Excel and VBA knowledge
- Time management
- Derivatives knowledge
- Team collaboration
Certification
- Uniform Securities Agent (Series 63)
- General Securities Representative (Series 7)
- Securities Industry Essentials (SIE)
Timeline
Alternative Accounting Analyst
Fidelity Investments
05.2025 - Current
Fund Operations Analyst
Fidelity Investments
07.2022 - 05.2025
High Net Worth Service Associate
Fidelity Investments
03.2022 - 07.2022
Customer Relationship Advocate
Fidelity Investments
05.2021 - 03.2022
Produce Partner
H-E-B
04.2018 - 04.2021
Order Fulfillment Associate
THE HOME DEPOT
06.2017 - 08.2017
Sales Associate
GNC
01.2016 - 08.2016
Bachelor of Science - Kinesiology
TARLETON STATE UNIVERSITY
MBA -
TARLETON STATE UNIVERSITY