Brad Woolridge
Manchester,NH
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Always looking for feedback on how to improve and help build up the team. Competitive and collaborative in any team setting.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant 2
Fidelity Investments
Merrimack, NH
06.2023 - Current
- Implemented the Team Scribe position on the team. Updated and maintained the team's OneNote with the meeting minutes and updates in policy to create a centralized document where the team could find the information when it is needed.
- Proceeded to work on the FRM process and implement coaching to help as many participants as possible achieve their goals in relation to retirement with their 401(k) plans.
- I went to call reviews, upskilling sessions, and DJ'd with colleagues to improve my process.
Workplace Planning Consultant 1
Fidelity Investments
Merrimack, NH
02.2023 - 06.2023
- Assisted participants with creating a plan for retirement, and working on next steps to help them achieve their goals with their 401(k) retirement plans.
- I became the team's scribe and took notes on the meetings each week.
Workplace Planning Associate
Fidelity Investments
Merrimack, NH
06.2022 - 02.2023
- Studied and obtained my series 66, 7, and SIE licenses
- Moved through Connect and Advance and helped connect participants with planners to help improve their financial situation in regards to retirement.
Certified Store Manager
Walgreens Boots Alliance
Londonderry, NH
04.2008 - 11.2021
- Managed inventory tracking and physical inventory counts to minimize loss.
- Trained and mentored associates to teach daily tasks and procedures.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
- Monitored employee performance and identified performance gaps for corrective action.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Interviewed and Hired team members to perform the duties needed at the store.
Education
Bachelor of Science - Business Management
Franklin Pierce University
Rindge, NH05.2012
Skills
- Meeting Planning and Leadership
- Team Building
- Task Prioritization
- Problem Resolution
- Friendly, Positive Attitude
- Presentation Skills
Certification
- Series 66, Series 7, and SIE certification
- PTCB certification
Timeline
Workplace Planning Consultant 2
Fidelity Investments
06.2023 - Current
Workplace Planning Consultant 1
Fidelity Investments
02.2023 - 06.2023
Workplace Planning Associate
Fidelity Investments
06.2022 - 02.2023
Certified Store Manager
Walgreens Boots Alliance
04.2008 - 11.2021
Bachelor of Science - Business Management
Franklin Pierce University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
SHASHI SHEKAR N SSHASHI SHEKAR N S
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
Monica BurnsMonica Burns
Senior Representative, Client Services at Fidelity InvestmentsSenior Representative, Client Services at Fidelity Investments
Yusuf UrayYusuf Uray
Sales Representative at DaBellaSales Representative at DaBella