Brian Benson
Las Vegas,NV
Summary
Passionate health and fitness advocate with thorough knowledge of exercise physiology. Certified Personal Trainer with extensive experience in gym settings and instructing clients on proper exercise selection and technique to match goals. Hard working and outgoing; driven to achieve long-term success for clients and create a friendly and safe environment.
Overview
5
5
years of professional experience
Work History
Analyst
Fidelity Investments
Las Vegas, NV
03.2023 - 01.2024
- Identified and resolved problems through root cause analysis and research.
- Queried databases for information needed for report processing.
- Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
High Net Worth II Representative
Fidelity Investments
Las Vegas, NV
12.2021 - 03.2023
- Assisted HNW clients (2.5m+) with financial transactions including equity, fixed income, and derivative trades.
- Educated clients on potential risks and rewards associated with various investments.
- Worked with our managed account clientele to help them understand their allocation and investment selection as well as process transactions.
- Updated clients on current economic trends and investment opportunities and changes in tax laws and other regulations affecting investments to stay abreast of financial markets.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Paraplanner
Ameriprise Financial
Henderson, NV
01.2019 - 12.2021
- Prepared for meetings by gathering materials, reports and presentations.
- Put together detailed financial and investment plans for customers.
- Assisted clients in our book of business with trades, money movement, and other service needs.
- Completed research into complex financial topics.
Education
Bachelor of Science - Finance
University of Nevada - Las Vegas
Las Vegas, NV12.2019
Skills
- Certified Personal Trainer
- Client relationship management / Customer service
- Strength training
- Exercise program design
- Health and wellness
- Body composition analysis
- Data collation and analysis
- Goal setting and planning
Timeline
Analyst
Fidelity Investments
03.2023 - 01.2024
High Net Worth II Representative
Fidelity Investments
12.2021 - 03.2023
Paraplanner
Ameriprise Financial
01.2019 - 12.2021
Bachelor of Science - Finance
University of Nevada - Las Vegas