Devyn Deitsch
Cincinnati
Summary
Licensed financial services professional with experience supporting HSA and 401(k) account holders through transaction processing, account education, and customer service. Skilled in researching and resolving account-related issues, with a strong foundation in compliance and financial products. FINRA-licensed and ready to expand into more advanced case work and problem-solving in support of high-level financial clients.
Overview
10
10
years of professional experience
Work History
Health Savings Account Trading Associate
Fidelity Investments
Covington
09.2024 - Current
- Responsible for servicing HSA accounts and helping participants place trades with navigation, education and resource utilization and can place trades for participants if necessary.
- Also responsible for POC roles on team.
- Was POC for OT needs when necessary and am now POC for performance stats.
Health Savings Account Registered Associate
Fidelity Investments
Covington
07.2023 - 09.2024
- Went through licensing and finished in December of 2023.
- Responsible for servicing HSA accounts by answering questions about the benefits and uses of the accounts and helping troubleshoot problems.
Financial Services Associate
Fidelity Investments
Covington
05.2022 - 07.2023
- Responsible for servicing 401(k) accounts by answering questions about the participants' account, helping them take loans or withdrawals, or find resources.
- Upscaled in April 2023 to specialized service team for GE; was responsible for weekly AHT email.
Nanny
Mason
04.2019 - 03.2020
- Responsible for picking children up, feeding, daily lessons, field trips, driving to activities and helping with schoolwork.
Daycare Teacher
Crème de la Crème
West Chester
04.2019 - 03.2020
- Responsible for running classroom, learning activities, feeding and cleaning children and room cleanliness.
Daycare Teacher
All About Kids
Mason
07.2017 - 04.2019
- Responsible for running classroom, learning activities, feeding and cleaning children and room cleanliness.
Specialist I
Decuenink North America
Monroe
12.2015 - 09.2016
- Responsible for all aspects of machine operations in window manufacturing plant, including machine start-up, shut-down, troubleshooting and cleanliness of work area.
Manager
Pizza Hut
Middletown
12.2015 - 09.2016
- Responsible for running shifts, customer service, food safety, quality control, cash control, labor management, store sanitation, and task delegation.
Food Service Worker
McDonald's
Middletown
12.2015 - 09.2016
- Responsible for customer service, cash register operation, food production and service, and sanitation in most productive corporate-owned McDonald's restaurant in Ohio.
- Received bonus for prompt and consistent attendance with no customer complaints for consecutive six months.
Education
High School -
Middletown High School
Middletown, OH12.2023
Skills
- Strong Work Ethic
- Strong Problem-Solving Skills
- Fast Learner
- Dependable
- Works Well Under Pressure
- Strong communication skills
Timeline
Health Savings Account Trading Associate
Fidelity Investments
09.2024 - Current
Health Savings Account Registered Associate
Fidelity Investments
07.2023 - 09.2024
Financial Services Associate
Fidelity Investments
05.2022 - 07.2023
Nanny
04.2019 - 03.2020
Daycare Teacher
Crème de la Crème
04.2019 - 03.2020
Daycare Teacher
All About Kids
07.2017 - 04.2019
Specialist I
Decuenink North America
12.2015 - 09.2016
Manager
Pizza Hut
12.2015 - 09.2016
Food Service Worker
McDonald's
12.2015 - 09.2016
High School -
Middletown High School