Eli Reese
Taylor Mill,KY
Summary
Client-focused financial professional with experience supporting participants, processing financial transactions, and delivering high-quality service in fast-paced environments. Currently serving as a Financial Associate at Fidelity Investments, assisting clients with account inquiries, retirement-related needs, and financial product support. Strong communication, problem-solving, and relationship-building skills with a passion for helping clients navigate financial decisions and achieve long-term goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Associate
Fidelity Investments
Covington, KY
10.2025 - Current
- Assist clients and participants with retirement account inquiries, financial transactions, and account maintenance requests.
- Deliver high-quality customer service while educating clients on available financial products and services.
- Process transactions accurately while maintaining compliance with company policies and industry regulations.
- Collaborate with internal teams to resolve client concerns efficiently and improve overall service experience.
- Build strong relationships with clients through professionalism, communication, and problem-solving.
Substitute Teacher / Basketball Coach
Covington Independent Public Schools
Covington, KY
03.2024 - Current
- Managed classroom operations and maintained productive learning environments.
- Demonstrated leadership, communication, and mentorship skills while coaching student-athletes.
- Worked effectively with diverse teams to support organizational goals and student development.
Fitness Coach (Certified)
Covington, KY
09.2023 - Current
- Developed personalized fitness and wellness plans tailored to individual client goals.
- Built long-term client relationships through accountability, communication, and consistent support.
- Managed scheduling, client engagement, and business operations independently.
Account Executive
Integrity Express Logistics
Covington, KY
01.2025 - 07.2025
- Managed client accounts and maintained consistent communication to ensure customer satisfaction.
- Coordinated between clients and internal teams to align project expectations and deadlines.
- Identified new business opportunities through market research and relationship development.
- Demonstrated strong sales, negotiation, and relationship-management skills in a fast-paced environment.
Sales Representative
AT&T
Florence, KY
05.2023 - 11.2023
- Assisted customers in selecting products and solutions based on individual needs.
- Explained product features and benefits to improve customer understanding and satisfaction.
- Processed sales transactions accurately using company systems and procedures.
Education
Bachelor of Arts - Communication Studies
Northern Kentucky University
01.2019
High School Diploma - undefined
Holmes High School
01.2011
Skills
- Retirement Account Support
- Client Relationship Management
- Financial Services Operations
- Transaction Processing
- Customer Service Excellence
- Risk Awareness & Compliance
- Account Maintenance
- Problem Resolution
- Verbal & Written Communication
- CRM & Financial Systems
- Team Collaboration
- Time Management
Certification
Personal Trainer Certification (NASM)
Timeline
Financial Associate
Fidelity Investments
10.2025 - Current
Account Executive
Integrity Express Logistics
01.2025 - 07.2025
Substitute Teacher / Basketball Coach
Covington Independent Public Schools
03.2024 - Current
Fitness Coach (Certified)
09.2023 - Current
Sales Representative
AT&T
05.2023 - 11.2023
Bachelor of Arts - Communication Studies
Northern Kentucky University
High School Diploma - undefined
Holmes High School