Canaan Yemane
Plano,TX
Overview
9
9
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
03.2022 - Current
- Coached financial advisors on effective financial planning strategies, utilizing Fidelity's practice management and thought leadership resources to enhance their client relationships and streamline their practice
- 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
- This includes mutual funds, alternatives, SMA solutions, model portfolios, and retirement solutions
- My focus is on providing tailored support to investment professionals, optimizing distribution channels, and ensuring lasting client relationships
- 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 - 03.2022
- 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 policies
- Also kept an eye on changes in regulations affecting stock plans and played a key role in making our processes for plan administration more efficient
- 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
- Managed incoming inquiries from retail clients, offering assistance on various financial products and services
- Guided clients through account inquiries and collaborated with internal teams to ensure seamless resolution of customer issues
- Reviewed and updated client financial records and smoothly handled various money transactions including wire transfer, EFT, check distribution, and more
Leasing Manager
Asset Campus Housing
02.2016 - 06.2020
- I oversaw all aspects of property leasing operations, including tenant relations, lease negotiations, and market analysis
- Conducted routine site visits to assess and ensure the overall condition and maintenance standards of the promise and actively engaged in resolving tenants complaints promptly ensuring that the feel heard and valued
- Mentored new leasing agents, empowering them with the expertise and insights needed to thrive as accomplished sales professionals
- Worked extensively with data to track occupancy rates, analyze rental trends, track inventories and assess the effectiveness of marketing strategists
- Based on the data we collected, my team and I decided rental pricing and incentives to attract new prospects
Education
MBA - General Business
Texas Woman's University
Denton, TX05.2024
Bachelor of Science - Finance, Business & Marketing
University of North Texas
Denton, TX05.2020
Certification
- Icapital: Alternative Investment
- Life and Health Insurance
- Pursuing Certified Financial Planner (CFP) designation
License
- Series 7
- Series 66
- Series 63
- Securities Industry Essentials (SIE)
Timeline
Planning Consultant
Fidelity Investments
05.2024 - Current
Senior Regional Investment Consultant
Fidelity Institutional
03.2022 - Current
Stock Plan Service
Fidelity Personal Investments
12.2020 - 03.2022
Financial Services Associate
TD Ameritrade/Charles Schwab
06.2020 - 09.2020
Leasing Manager
Asset Campus Housing
02.2016 - 06.2020
MBA - General Business
Texas Woman's University
Bachelor of Science - Finance, Business & Marketing
University of North Texas
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Kaeden BentleyKaeden Bentley
High Net Worth Representative at Fidelity InvestmentsHigh Net Worth Representative at Fidelity Investments
Maria LucenaMaria Lucena
Director Of Architecture at Fidelity InvestmentsDirector Of Architecture at Fidelity Investments
Lauren StoverLauren Stover
Talent Acquisition Scheduling Partner at Fidelity InvestmentsTalent Acquisition Scheduling Partner at Fidelity Investments
TaylorAmir DayTaylorAmir Day
Receptionist/Guest Service Representative at J&P Asset ManagementReceptionist/Guest Service Representative at J&P Asset Management