Daniel DeAngelis
Jacksonville
Summary
Leveraged exceptional organizational skills to manage multiple priorities and meet tight deadlines, showcasing the ability to thrive in a fast-paced environment. Cultivated strong customer service skills through active listening and effective communication, ensuring customer satisfaction and loyalty. Collaborated effectively with cross-functional teams, contributing to a positive and productive work environment and achieving common goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Wealth Management Service Specialist II
Fidelity Investments
09.2023 - Current
- Connect with and assist Wealth Management Associates regarding case management for account maintenance, money movement, and transferring of assets. Experience with case management, successfully utilizing research techniques for both cases and inbound calls, building and maintaining client relationships, utilizing case management techniques for a substantial number of cases, and thorough experience with FDOT, XTRAC, DAS, and other various Fidelity systems.
Customer Relationship Advocate / High Net Worth Associate
Fidelity Investments
07.2021 - 09.2023
- Connected with high-net-worth clients and sought to provide excellent customer service. Gained experience with standard brokerage accounts, funding managed accounts, assisting with trades, completing account maintenance, and scheduling appointments for Wealth Management Associates.
Fitness Consultant
Baileys Health and Fitness
01.2020 - 02.2021
- Provided excellent customer service to current or potential members. Position required extensive knowledge of fitness, sales, attention to details, interpersonal skills, and time management.
Supervisor – Go Carts/ Park Service
Adventure Landing
03.2017 - 01.2020
- Employee of The Month Within 3 Months of employment. Promoted to supervisor after 1 year of employment
Education
Associate of Arts Degree -
Florida State College at Jacksonville
12.2018
Bachelor of Science - Communication
University of North Florida
12.2021
Skills
- Technical Proficiencies — Proficient with Microsoft Office 365, Salesforce, FDOT, XTRAC, The WMS Associate Portal and DAS (Digital Appointment Scheduler)
Certification
Fidelity Investments — SIE, Series 7, and Series 63 Licenses
Timeline
Wealth Management Service Specialist II
Fidelity Investments
09.2023 - Current
Customer Relationship Advocate / High Net Worth Associate
Fidelity Investments
07.2021 - 09.2023
Fitness Consultant
Baileys Health and Fitness
01.2020 - 02.2021
Supervisor – Go Carts/ Park Service
Adventure Landing
03.2017 - 01.2020
Bachelor of Science - Communication
University of North Florida
Associate of Arts Degree -
Florida State College at Jacksonville
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