Christian Moreno
Roy
Summary
Dynamic investment professional with extensive experience at Fidelity Investments, excelling in client education and investment analysis. Proven track record in developing personalized investment strategies and enhancing customer relationships. Adept at navigating regulatory compliance and delivering impactful presentations, driving informed decision-making for clients. Committed to optimizing client satisfaction and investment outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
Salt Lake City
11.2024 - Current
- Assisted clients in identifying suitable investment products and services.
- Educated clients on market trends and investment strategies.
- Collaborated with financial advisors to develop personalized investment plans.
- Conducted research on investment options and market conditions.
- Prepared detailed reports to support client investment decisions.
- Guided clients through account setup and maintenance processes.
- Prepared reports to summarize portfolio performance for customers' review.
- Drafted presentations outlining the benefits of various investment options available to customers.
Retirement Representative
Fidelity Investments
Salt Lake City
01.2024 - 11.2025
- Assisted clients with retirement plan inquiries and account management.
- Guided clients through complex retirement plan features and regulations.
- Conducted presentations to inform clients about retirement planning benefits.
- Maintained accurate records of client interactions and transactions systematically.
- Researched and corrected customer issues in areas such as plan benefits, coverage eligibility, and claims processes.
- Took inbound calls from established customers to assist with issues.
- Monitored changes in legislation affecting retirement plan regulations and communicated updates accordingly.
Customer Relations Associate
Fidelity Investments
Salt Lake City
09.2022 - 01.2024
- Assisted clients with account inquiries and transaction processing.
- Collaborated with team members to enhance customer service protocols.
- Educated clients on investment options and account features.
- Documented client interactions in customer relationship management systems.
- Coordinated with departments to streamline client service processes.
- Utilized problem solving skills to resolve customer issues quickly and efficiently.
Shift Leader/Catering Manager
Dickeys BBQ Pit
West Valley City
05.2016 - 01.2022
- Efficiently managed a team of over ten people to provide excellent customer service
- Intently listen to clients’ questions and concerns to reduce negative experiences
- Establish a friendly rapport with patrons, which created a friendly environment and better customer experience.
Education
Bachelor of Science - Business Management
Utah Valley University, Woodbury School of Business
Orem, UT12.2023
Associates of Science - Business
Salt Lake Community College
Taylorsville, UT05.2022
Skills
- Investment analysis
- Regulatory compliance
- Customer relationship management
- Risk assessment
- Effective communication
- Client education
- Securities evaluation
Certification
- Series 7
- Series 63
- Series 66
Languages
English
Native/ Bilingual
Spanish
Professional
Accomplishments
- Honor Roll at SLCC
- Employee of the Quarter as Retirement Representative
- Awarded Chairman Shares for Outstanding Performance
Timeline
Investment Solutions Representative
Fidelity Investments
11.2024 - Current
Retirement Representative
Fidelity Investments
01.2024 - 11.2025
Customer Relations Associate
Fidelity Investments
09.2022 - 01.2024
Shift Leader/Catering Manager
Dickeys BBQ Pit
05.2016 - 01.2022
Bachelor of Science - Business Management
Utah Valley University, Woodbury School of Business
Associates of Science - Business
Salt Lake Community College
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