Canaan Yemane
Plano,USA
Overview
6
6
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
05.2024 - Current
- Develop customized financial plans that align with clients' goals, risk tolerance, and time horizons
- Areas of focus may include retirement planning, estate planning, tax optimization, investment strategy, and risk management
- Advise clients on asset allocation, portfolio diversification, and investment products that match their financial goals, utilizing Fidelity's broad range of investment solutions
- Build and maintain strong, long-term relationships with individual clients by providing personalized financial planning advice and ongoing support
Senior Regional Investment Consultant
Fidelity Institutional
05.2021 - 06.2024
- Guided financial advisors in implementing effective financial planning strategies by utilizing Fidelity's practice-management solutions and thought-leadership insights, enabling them to deepen client engagement and optimize their practice workflows.
- Responsible for driving the distribution, support, and retention of Fidelity's institutional investment products in the Boston market and across the New England/New York
- Led Fidelity's distribution of alternative products and ETF solutions in the territory by collaborating with diverse business units, you orchestrated a dynamic team of specialists, including equity and alternative strategists, capital market experts, fixed-income specialists, and institutional portfolio managers
- Our team actively contributed to asset-gathering initiatives for the new Private Credit Fund (BDC), Multi-Credit Strategy fund, Real Estate Debt Opportunities (REDOF), Credit Opportunities Fund II, and enhanced ETFs
- Spearheaded the development of a pioneering program aimed at equipping aspiring internal wholesalers with the knowledge and skills essential for excelling in their roles
- My dedication to this initiative earned me the High Impact Sales Award, recognizing not only my exceptional team collaboration but also the profound impact I had on our Texas sales desk
- In collaboration with my external wholesaler/Regional Director, we successfully reached 81% of our sales goal in 2023, demonstrating resilience in a challenging market environment
- Our combined efforts led to the achievement of bringing a total of $1.3 billion in sales YTD, placing us as the top-performing sales territory in the nation
Stock Plan Service
Fidelity Personal Investments
12.2020 - 06.2021
- Proficiently handled participants inquiries, facilitated stock option exercise, and managed equity transactions and demonstrated expertise in equity-related matters, from grant issuance to vesting schedules
- Uphold commitment to precision, responsiveness and strict adherence to internal monitored regulatory changes impacting stock plans and played a pivotal role in streamlining our plan administration processes for enhanced efficiency
- Monitored regulatory changes impacting stock plans and played a pivotal role in streamlining our plan administration processes for enhanced efficiency
- Won Excellence In Action award for excelling in key metrics within our team, consistently ranking as the top associate for call quality, average handle time and customer satisfaction
Financial Services Associate
TD Ameritrade/Charles Schwab
06.2020 - 09.2020
- Supported clients with inbound inquiries, trade execution, digital navigation, and account servicing.
- Guided customers through website and platform features to enhance their online experience.
- Routed clients to appropriate specialists through well-documented referrals.
- Delivered timely, compliant, and relationship-focused service in a fast-paced environment.
Education
MBA - General Business
Texas Woman's University
Denton, TX06.2026
Bachelor of Science - Finance, Business & Marketing
University of North Texas
Denton, TX05.2020
Certification
- Series 7
- Series 66
- Series 63
- Securities Industry Essentials (SIE)
Timeline
Planning Consultant
Fidelity Investments
05.2024 - Current
Senior Regional Investment Consultant
Fidelity Institutional
05.2021 - 06.2024
Stock Plan Service
Fidelity Personal Investments
12.2020 - 06.2021
Financial Services Associate
TD Ameritrade/Charles Schwab
06.2020 - 09.2020
Bachelor of Science - Finance, Business & Marketing
University of North Texas
MBA - General Business
Texas Woman's University
Certifications
- Icapital: Alternative Investment
- Life and Health Insurance
- Pursuing Certified Financial Planner (CFP) designation