Dedicated professional with expertise in financial services and wealth management. Proven track record in resolving client issues and improving customer interactions. Committed to delivering impactful solutions that drive business results.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Central Relationship Manager
Fidelity Investments
Westlake, Texas
06.2025 - Current
Established strong client relationships through effective communication and personalized service.
Collaborated with team members to address client needs and concerns with tailored solutions.
Developed strategies with internal teams to enhance customer engagement levels.
Lead Baseball Performance Coach
Arete Styx Baseball Academy
Irving, Texas
05.2021 - Current
Created individualized training plans for academy athletes to improve performance.
Facilitated group training sessions, fostering teamwork and skill development.
Customer Relationship Advocate
Fidelity Investments
Westlake, Texas
06.2024 - 05.2025
Resolved customer issues through effective communication techniques in financial services, including equity trading and money movement.
Completed comprehensive training programs to enhance customer interaction skills, improving service quality.
Education
Bachelor of Arts - Business, Concentration in Ethics
University of Dallas
Irving, TX
05.2024
Master of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX
Skills
Wealth management offerings
Financial services
Client relationship management
Analytical problem solving
Team collaboration
Effective customer communication
Languages
Spanish
Native/ Bilingual
Certification
SIE, Series 7, Series 63
Timeline
Central Relationship Manager
Fidelity Investments
06.2025 - Current
Customer Relationship Advocate
Fidelity Investments
06.2024 - 05.2025
Lead Baseball Performance Coach
Arete Styx Baseball Academy
05.2021 - Current
Bachelor of Arts - Business, Concentration in Ethics