BRENDAN M. MCELROY
Holiday,FL
Summary
Investment Solutions Representative I with two years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.
Overview
8
8
years of professional experience
Work History
Investment Solutions Representative I+II
Fidelity Investments
11.2022 - Current
- Provided personalized investment advice and tailored financial planning strategies to clients based on their individual goals and risk tolerance
- Conducted comprehensive financial assessments to develop customized investment portfolios
- Monitored client accounts to ensure alignment with their financial objectives, making necessary adjustments and rebalancing as required
- Facilitated regular client meetings to review portfolio performance and discuss potential opportunities or changes in market conditions
- Utilized advanced financial tools and software to analyze market trends and recommend appropriate investment solutions
- Collaborated with other financial professionals to deliver a holistic approach to wealth management.
Customer Relationship Advocate
Fidelity Investments
09.2021 - 11.2022
- Assisted clients on the front lines with trades, bank wires, electronic funds transfers, and account maintenance
- Addressed customer needs with passion, instilling confidence in their financial decisions and the Fidelity experience
- Conducted informational sessions on equities, mutual funds, and margin/option trading with high proficiency.
Table Game Dealer
Twin River Casino and Hotel
06.2016 - 07.2021
- Ensured accurate and efficient dealing of table games, adhering to all game procedures and variations
- Evaluated files and credits for games, assisting supervisors in identifying policy and procedure irregularities
- Delivered optimal customer service, ensuring compliance with casino policies and maintaining internal control systems.
Education
Certified Financial Planner -
The American College of Financial Services
08.2024
Community College of Rhode Island
01.2015
New England Institute of Technology
01.2012
Skills
- Comprehensive knowledge of financial services and industry trends
- Excellent time management and organizational skills
- Exceptional interpersonal and client engagement abilities
- Proficient in customer support and relationship management
- Retirement planning
- Portfolio Management
- Wealth Management
- Asset Allocation
Timeline
Investment Solutions Representative I+II
Fidelity Investments
11.2022 - Current
Customer Relationship Advocate
Fidelity Investments
09.2021 - 11.2022
Table Game Dealer
Twin River Casino and Hotel
06.2016 - 07.2021
Certified Financial Planner -
The American College of Financial Services
Community College of Rhode Island
New England Institute of Technology
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