I am seeking a role as a Workplace Planning Associate at Fidelity Investments, where I can apply my strong background in client relationship management, consultative sales, and financial planning. With extensive experience as a business owner and booking agent, I have developed exceptional skills in customer engagement, data-driven decision-making, and goal-oriented strategy execution. My ability to build and maintain client relationships, manage operations in a hybrid work environment, and leverage technology to optimize business performance aligns well with Fidelity’s mission. I am eager to bring my adaptability, analytical mindset, and customer-centric approach to help clients navigate their financial futures with confidence.