Cooper Fern
Easthampton,MA
Summary
Dedicated financial professional with strong customer service skills, fostering client relationships and effectively addressing concerns. Proven ability to communicate clearly and resolve issues efficiently.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Smithfield, RI
03.2024 - Current
- Obtained SIE, Series 7 and Series 63 professional licenses.
- Developed strong client relationships through effective communication and problem resolution strategies.
- Created a welcoming environment for clients by consistently exhibiting professionalism, empathy, and patience during all interactions.
- Developed a strong professional financial understanding for clients.
- Provided account maintenance, money movement, mutual fund and equity trading for clients.
- Collaborated with cross-functional teams to address customer concerns, developing comprehensive solutions to meet their requirements.
- Completed continuing education and adhered to regulatory requirements.
Bloomberg Lab Monitor
University of Maine, Orono
Orono, ME
08.2024 - 11.2024
- Ensured Bloomberg technology in lab was running correctly.
- Helped other students learn how to effectively use Bloomberg technology.
- Ensured a clean and productive environment within the Bloomberg Lab.
Athletic Marketing Intern
University of Maine, Orono
Orono, ME
08.2023 - 11.2024
- Developed promotional materials to enhance athletic event visibility and engagement.
- Assisted in organizing game-day operations, ensuring smooth execution of events.
- Collaborated with marketing team to create strategic outreach initiatives for community involvement.
- Managed inventory of promotional merchandise, optimizing resource allocation for events.
Sector Head Student Portfolio Investment Fund
University of Maine, Orono
Orono, ME
09.2022 - 11.2024
- Utilized Bloomberg monitor to conduct equity research for undervalued equities.
- Lead a team of analysts to create two stock pitches to the investment club of fifty plus members.
- Developed strong leadership skills in leading a team of analysts and delegating work to fit their specific skill sets.
- Developed strong public speaking skills.
Education
Bachelor of Science - Finance
University of Maine
Orono, MEBachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH07-2027
Skills
- Customer service
- Teamwork and collaboration
- Problem-solving
- Calm and professional under pressure
- Excellent communication
- Trading and money movement
Certification
- NASAA Series 63
- FINRA Series 7
- FINRA Securities Industry Essentials (SIE)
- Bloomberg Markets Concepts
Timeline
Bloomberg Lab Monitor
University of Maine, Orono
08.2024 - 11.2024
Customer Relationship Advocate
Fidelity Investments
03.2024 - Current
Athletic Marketing Intern
University of Maine, Orono
08.2023 - 11.2024
Sector Head Student Portfolio Investment Fund
University of Maine, Orono
09.2022 - 11.2024
Bachelor of Science - Finance
University of Maine
Bachelor of Science - Finance
Southern New Hampshire University