Christopher Moebest
Vista,CA
Summary
Dynamic investment consultant with a proven track record at Fidelity Investments, excelling in insurance sales and investment planning. Demonstrated leadership as an Intelligence Specialist in the US Marine Corps, blending management skills with strategic thinking. Achieved top 1% in direct development, showcasing exceptional commitment to sales leads and business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Consultant
Fidelity Investments
11.2020 - Current
- Managed investment solutions to meet client goals and objectives.
- Developed investment plans for clients, selling approximately 3.6 million dollars in managed money per quarter in AST during the last year.
- Performed approximately 870 thousand per quarter throughout 2024 in insurance sales between SPDAs and deferred income annuities.
- Performed in the 99th percentile for total direct development.
- Number one performer in AST.
Chief Intelligence Specialist
United States Marine Corps
05.2016 - 02.2024
- Led a group of Marines as the main program manager for the fourth tank battalion, with duties including coordinating Marines schedules and assets.
- Managed safety logistics as range safety officer, directing personnel and aircraft to collect intelligence and reduce risk.
SUAS Instructor
Evolving Resources Inc.
09.2018 - 07.2019
- Instructed military personnel to use classified drone technology.
- Traveled nationally to different USMC, US Army, and Air Force bases across the country to instruct personnel on small unmanned aerial systems.
Education
Associate of Science - Economics
Palomar College
San Marcos, CA12-2019
Skills
Insurance Sales Expertise
Account Management
Retirement Planning
Investment Planning
Report Generation
Office 365 Suite
Certification
- Series 07
- Series 66
- Life Accident and Health Insurance Licenses
Timeline
Investment Consultant
Fidelity Investments
11.2020 - Current
SUAS Instructor
Evolving Resources Inc.
09.2018 - 07.2019
Chief Intelligence Specialist
United States Marine Corps
05.2016 - 02.2024
- Series 07
- Series 66
- Life Accident and Health Insurance Licenses
Associate of Science - Economics
Palomar College
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