Bradley Camilo
San Jose,Costa Rica
Summary
Dynamic professional with extensive experience at Fidelity Investments, excelling in equity compensation and client education. Proven ability to enhance participant satisfaction through effective communication and problem-solving. Skilled in Salesforce CRM and transaction processing, driving improvements in service delivery and online tool adoption. Committed to empowering clients with financial knowledge.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Financial Advisor
Fidelity Investments
Merrimack, New Hampshire
01.2022 - Current
- Delivered responsive, high-quality support via phone, email, and chat to stock plan participants (stock options, RSUs, ESPPs).
- Assisted with complex transactions including option exercises, vesting events, and ESPP enrollments.
- Explained plan mechanics, vesting, and tax impacts, fostering participant understanding and satisfaction.
- Supported Fidelity's digital tools and navigation, boosting online adoption and client independence.
- Maintained participant accounts, addressed PIN resets, and resolved service issues.
- Escalated sensitive issues to specialists and contributed to internal process improvements.
Customer Support Specialist
Fidelity Investments
Merrimack, New Hampshire
05.2021 - 01.2022
- Educated equity plan participants on compensation structures, balances, and tax implications.
- Executed trades and processed transactions, ensuring compliance and participant clarity.
- Drafted and delivered plan-related communications and updates.
- Collaborated with cross-functional teams to improve service delivery and response time.
Customer Care Representative
Fidelity Investments
Merrimack, New Hampshire
06.2020 - 05.2021
- Handled high volumes of inbound client calls, supporting brokerage and retirement accounts.
- Guided customers through account management, trade execution, fund transfers, and withdrawals.
- Promoted financial literacy and empowered clients through education and trust-building.
- Completed Fidelity's professional development program in preparation for FINRA licensing.
Education
Bachelor of Science - Finance
Providence College
Providence, RI05-2020
Skills
- Salesforce CRM
- Microsoft Office Suite (Excel, Word, Outlook)
- Fidelity Platforms & Financial Tools
- Equity Compensation (RSUs, Stock Options, ESPPs)
- Account Maintenance & Online Navigation Support
- Remote Communication (Phone, Email, Chat)
- Transaction processing
- Trade execution
- Problem solving
- Effective communication
- Client education
- Customer relations
Languages
English - Native, Spanish - Fluent
Affiliations
- Photography
- Videographer
Certification
- Series 7, 63, 9, and 10
Languages
English
Native/ Bilingual
Spanish
Professional
Timeline
Senior Financial Advisor
Fidelity Investments
01.2022 - Current
Customer Support Specialist
Fidelity Investments
05.2021 - 01.2022
Customer Care Representative
Fidelity Investments
06.2020 - 05.2021
Bachelor of Science - Finance
Providence College
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