David Gaster
Dunn,NC
Summary
Achieved top 10% performance at Fidelity Investments by leveraging expertise in specialty trading and exceptional customer service. Excelled in assessing market conditions and strategizing with clients, demonstrating strong multitasking abilities and compliance risk management. Licensed Trader with a proven track record of success in fast-paced financial environments.
Overview
3
3
years of professional experience
Work History
High Net Worth Trader
Fidelity Investments
09.2022 - Current
- Assessed hourly market conditions to best assist client needs
- Discussed trading strategies with portfolio managers and clients to highlight current market sentiment and trends
- Monitored market trends and developed strategies to capitalize on potential opportunities.
- Gave white glove service to Fidelity's top clients
- Performed in top 10% of all associates across Fidelity during last year
Teller/ Internship
First Federal Bank
04.2021 - 04.2022
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
Education
MBA - Trust And Wealth Management
Campbell University
Buies Creek, NC04.2022
Skills
- Licensed Trader ( Series 7 and Series 63)
(Broker number CRD#: 7632886)
- Customer Service
- Specialty Trading (Metals and Foreign Currency)
- Multitasking Abilities
- Compliance risk management
Timeline
High Net Worth Trader
Fidelity Investments
09.2022 - Current
Teller/ Internship
First Federal Bank
04.2021 - 04.2022
MBA - Trust And Wealth Management
Campbell University