Blake M. Coleman
Farmington Hills,MI
Summary
Successful at promoting products, reviewing client profiles and serving client needs with a holistic approach to planning and guidance. Excellent communication, planning and organizational skills. Photographer, graphic designer, and drone pilot in my free time.
Overview
7
7
years of professional experience
Work History
Planning Consultant
Fidelity Investments
12.2024 - Current
- As a Planning Consultant, I partner with my clients and their loved ones to learn more about their finances, goals, and needs and then work toward co-creating a plan that pursues said desires.
Relationship Manager
Fidelity Investments
05.2022 - 12.2024
- I manage engagement needs for our book of business through planning and guidance interactions, service, and helping clients navigate our vast resources to find answers for their questions.
Financial Representative
Fidelity Investments
07.2021 - 05.2022
- Assisted clients daily with service and account maintenance along with identifying opportunities for improvement.
Resident Advisor
University Of Michigan
08.2020 - 05.2021
- Conducted daily welfare checks and coordinated with facility staff to meet all resident needs.
President
NAACP (Michigan Chapter)
09.2018 - 05.2021
- Served as the primary point of contact and highest ranking official for our campus' chapter of the NAACP. Managed daily operations, prepared events, and secured funding for the chapter.
Education
Bachelor of Arts - Philosophy
University of Michigan - Ann Arbor
Ann Arbor, MI2021
High School Diploma - undefined
University High School Academy
Lathrup Village, MI2017
Skills
- Securities Industry Essentials (SIE)
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Accomplishments
- Excellence in Action Awards for Business & Customer Impact
- Awarded the NAACP Image award for Sophomore of the year (2019), Senior of the Year (2021), and The Voice (2021)
- Photographs and digital artwork selected for the Creative Gallery located inside of the new William Monroe Trotter Multicultural Center
Affiliations
- NAACP
- Omega Psi Phi Fraternity, Inc.
- National Pan-Hellenic Council
Timeline
Planning Consultant
Fidelity Investments
12.2024 - Current
Relationship Manager
Fidelity Investments
05.2022 - 12.2024
Financial Representative
Fidelity Investments
07.2021 - 05.2022
Resident Advisor
University Of Michigan
08.2020 - 05.2021
President
NAACP (Michigan Chapter)
09.2018 - 05.2021
Bachelor of Arts - Philosophy
University of Michigan - Ann Arbor
High School Diploma - undefined
University High School Academy
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