Brittany Dutton
Jacksonville
Summary
Finance and management professional with academic training in financial principles and business operations, supported by hands-on experience in trading and client relationship management. Experienced in market analysis, relationship building, and delivering client-focused financial solutions. Strong ability to balance data-driven decision-making with exceptional communication and problem-solving skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity Investments
Jacksonville, FL
02.2023 - Current
- Cultivated strong client relationships through proactive communication and personalized service.
- Educated clients on market trends and product offerings to support informed decision-making.
- Mentored junior team members on best practices for relationship management and client engagement.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
High Net Worth Representative
Fidelity Investments
Jacksonville, FL
02.2022 - 02.2023
- Educated clients on investment options, risk assessment, and wealth management principles to enhance decision-making.
- Executed trade orders efficiently to optimize client portfolios and achieve investment goals.
- Monitored compliance with regulatory requirements to ensure adherence in all trading activities.
- Collaborated with a team of financial professionals to provide comprehensive wealth management services.
Mortgage Processor
Premium Mortgage
Rochester, NY
11.2018 - 02.2022
- Analyzed credit reports and financial statements to assess borrower eligibility and risk levels.
- Developed and implemented financial models to support strategic decision-making processes.
- Developed tailored loan solutions based on individual client needs and financial capabilities.
- Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
- Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
Aviation Ordnanceman
US Navy
San Diego, CA
08.2013 - 11.2018
- Supervised ordnance loading operations, optimizing workflows and enhancing team efficiency during aircraft maintenance.
- Collaborated with maintenance crews to troubleshoot issues with armament systems, facilitating timely repairs and reducing downtime.
- Streamlined inventory management processes for explosive materials, achieving greater accuracy in stock levels and reporting compliance.
- Expedited mission preparation by assisting in the timely requisition, receipt, and issue of aviation ordnance materials.
- Ensured strict compliance with safety regulations during ordnance storage activities to minimize risks associated with hazardous materials handling.
Education
Bachelor of Science - Finance
SUNY Brockport
Rochester, NY01-2023
Skills
- Expert Excel skills
- Attention to detail
- Business finance management
- Trade finance management
- Finance and accounting
- Excellent communication
- Analytical thinking
Certification
SIE
Series 7
Series 63
Series 66
Series 9/10
Timeline
Central Relationship Manager
Fidelity Investments
02.2023 - Current
High Net Worth Representative
Fidelity Investments
02.2022 - 02.2023
Mortgage Processor
Premium Mortgage
11.2018 - 02.2022
Aviation Ordnanceman
US Navy
08.2013 - 11.2018
Bachelor of Science - Finance
SUNY Brockport