Drew Tuchfarber
Cincinnati,OH
Summary
Self-motivated and dependable worker. Eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. Clear understanding of risk and money management with further education in markets, brokers, and trading. Motivated to learn, grow, and excel in my financial understanding.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant II
Fidelity Investments
Covington, KY
12.2021 - Current
- Assisted Fidelity's participants in achieving their financial goals by engaging in consultative conversations about their workplace 401(k) plans
- Provided planning and advice on a wide range of topics including enrollment, distribution options, investment strategies, and retirement readiness
- Consulted on higher dollar amounts ($250k+) with a focus on keeping and developing relationships with Fidelity's participant
Workplace Planning Consultant I
Fidelity Investments
Covington, KY
06.2021 - Current
- Assisted Fidelity's participants in achieving their financial goals by engaging in consultative conversations about their workplace 401(k) plans
- Provided planning and advice on a wide range of topics including enrollment, distribution options, investment strategies, and retirement readiness
- Received multiple silver medals in my short time
- Focused on starting the relationships with Fidelity's participants with a focus on dollar amounts ranging from $0-$150k
Brokerage Cashier
Fifth Third Securities
Cincinnati, OH
12.2019 - 06.2021
- Prepared and submitted daily reports on margin calls, extension worthy transactions, free rides, and good faith violations
- Handled the daily operations of a brokerage cashier, including but not limited to; depositing checks (manual and remote), creating distributions (one time and periodic), creating periodic investment plans, and ensuring customer transactions are appropriately funded
- Worked directly with client's representatives on a daily basis
Print Operator
Fifth Third Bank
Cincinnati, Ohio
03.2018 - 12.2019
- Fast environment running multiple industrial sized printers
- Tasked with keeping all customer data safe and secure
- Enter work data into multiple databases using Access and Excel
- Examine products for quality issues, such as imperfect bindings, loose pages or uncut threads, and correct problems prior to mailing
Delivery Driver
OrderUp, DoorDash, Shipt
Cincinnati, Ohio
10.2016 - 01.2019
- Fostered positive working relationships with customers by responding to questions and concerns
Sales Consultant
Cost Saver Windows, Siding, And Roofing
Cincinnati, Ohio
07.2016 - 04.2017
- Discussed sales with customers on a daily basis
- Responsible for several multi thousand profited jobs
- Maximized customer retention by resolving issues quickly
Education
Bachelors in Finance - Finance
University of Cincinnati
Cincinnati, OH12.2022
Associates in Pre-Business - Finance
Cincinnati State Technical And Community College
Cincinnati, OH12.2020
Some College (No Degree) - Physical Therapy (Pre-Physical Therapy)
Mount Saint Joseph University
5701 Delhi Rd Cincinnati, Ohio 45233High School Diploma -
La Salle High School
3091 N Bend Rd, Cincinnati, OH 4523906.2015
Skills
- Self-motivated
- Extremely ambitious
- Written and interpersonal professional communication
- Financial analysis
- Skilled in Access, Excel, Word, FPRS, and FP
- Customer service and financial planning
- Relationship building and management
Certification
- Securities Industry Essentials Exam (SIE)
- Series 7
- Series 66
Timeline
Workplace Planning Consultant II
Fidelity Investments
12.2021 - Current
Workplace Planning Consultant I
Fidelity Investments
06.2021 - Current
Brokerage Cashier
Fifth Third Securities
12.2019 - 06.2021
Print Operator
Fifth Third Bank
03.2018 - 12.2019
Delivery Driver
OrderUp, DoorDash, Shipt
10.2016 - 01.2019
Sales Consultant
Cost Saver Windows, Siding, And Roofing
07.2016 - 04.2017
Bachelors in Finance - Finance
University of Cincinnati
Associates in Pre-Business - Finance
Cincinnati State Technical And Community College
Some College (No Degree) - Physical Therapy (Pre-Physical Therapy)
Mount Saint Joseph University
High School Diploma -
La Salle High School
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Lance GillLance Gill
Machinist at M&SMachinist at M&S