Carlie Coligan
Arlington,TX
Summary
Dependable candidate successful at managing multiple priorities with a positive attitude. Works with minimal input to produce engaging, authoritative and accurate work. Proficient in researching, writing and editing diverse content.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Analyst, Brokerage Operations
Fidelity Institutional
10.2023 - Current
- Identified operational efficiency opportunities to support long-term growth plans.
- Communicated findings and insights to senior management to establish best practices and guide analysis into action and results.
- Processed a high volume of items efficiently while maintaining qualitative standards.
Soar Program Associate- High Net Worth Associate
Fidelity Personal Investing
08.2022 - 10.2023
- Obtained series 7 and 63 licenses.
- Utilized prior customer service experience to accurately assist PI clients with account values exceeding $250,000 for service and trading requests.
Soar Program Associate- Participant Services
Fidelity Workplace Investing
01.2022 - 08.2022
- Assisted participants with maintenance of 401ks.
- Researched participant plan rules and guidelines in order to provide clear and accurate information.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Maintained up-to-date knowledge of product and service changes.
- Hit all KPIs by end of rotation.
Soar Program Associate
Fidelity Charitable
06.2021 - 01.2022
- Assisted donors in both making grants and contributions during Fidelity Charitable's most successful giving season to date.
- Conducted research to assist with routine tasks and special projects.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Head Designer
UT/Knowbility
10.2020 - 12.2020
- Planned project concepts by researching and studying information.
- Obtained approval of concepts by submitting rough drafts to management or to client.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Delivered production ready graphics in HTML and CSS for all marketing assets.
- Leveraged strong understanding of WordPress core to manipulate admin and theme components.
- Collaborated with design and project developers to understand project scope and offer elegant, creative and scalable solutions.
Education
Bachelor of Arts - Rhetoric And Writing
The University of Texas At Austin
Austin, TX12.2020
Government/Politics
University College Dublin
Belfield, Ireland12.2019
Skills
- Research and Analysis
- HTML
- MS Office
- Rhetorical communication
- Advanced problem solving
Certification
- Series 7 & 63 Licenses
- Business Analytics Certificate, Cornell University - Three Months
Timeline
Associate Analyst, Brokerage Operations
Fidelity Institutional
10.2023 - Current
Soar Program Associate- High Net Worth Associate
Fidelity Personal Investing
08.2022 - 10.2023
Soar Program Associate- Participant Services
Fidelity Workplace Investing
01.2022 - 08.2022
Soar Program Associate
Fidelity Charitable
06.2021 - 01.2022
Head Designer
UT/Knowbility
10.2020 - 12.2020
Bachelor of Arts - Rhetoric And Writing
The University of Texas At Austin
Government/Politics
University College Dublin
- Series 7 & 63 Licenses
- Business Analytics Certificate, Cornell University - Three Months
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