Callie Stone
Summary
Relationship-driven professional with experience building trust, communicating complex ideas, and delivering exceptional client experiences across financial services and customer-facing operations. At Fidelity and Merrill, I developed a consultative approach by helping clients navigate financial decisions. I explained sophisticated investment strategies and identified opportunities aligned with their goals. My experience as a sorority recruiter and front desk manager strengthened my ability to connect with people, ask thoughtful questions, and build lasting relationships. I'm eager to apply my curiosity, resilience, and passion for emerging technology in a Sales Development role, helping organizations understand the transformative potential of AI.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Registered Wealth Management Client Associate
Merrill Lynch
San Francisco, California
07.2025 - Current
- Support high-net-worth clients in implementing complex investment, tax, and estate planning strategies through detail-oriented portfolio analysis, financial reporting, and regulatory oversight.
- Prepare and analyze financial reports, wealth analyses, and tax documentation to support client decision-making, translating complex financial concepts into clear, actionable insights.
- Partner closely with clients, advisors, attorneys, and accountants to deliver a high-touch client experience while strengthening long-term relationships and retention.
Financial Representative
Fidelity Investments
Burlingame, California
10.2024 - 07.2025
- Educated clients on relevant investment options, financial products, and market trends to maximize portfolio performance and encourage growth.
- Conducted cold outreach to clients based on account and background research, identifying tailored investment opportunities and proactively connecting clients with financial advisors to drive advisory engagement and asset growth.
- Delivered distinguished client service by resolving account needs and ensuring a seamless, high-quality client experience aligned with Fidelity's brand standards.
Education
Bachelor of Arts - Political Science
University of California, Santa Barbara
Santa Barbara, CA06-2024
Skills
- New-client acquisition and retention
- Clear communication and business acumen
- CRM software and Excel fluency
- High ambition and resilience
Certification
- SIE, Series 7, Series 66 and California Life and Health Insurance License
Timeline
Registered Wealth Management Client Associate
Merrill Lynch
07.2025 - Current
Financial Representative
Fidelity Investments
10.2024 - 07.2025
Bachelor of Arts - Political Science
University of California, Santa Barbara