Fernando Mota
Deltona,FL
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in customer service and financial technology. Skilled in executing complex transactions and fostering client relationships, I leverage active listening and trading concepts to enhance client satisfaction. Successfully passed multiple licensing exams, demonstrating commitment to excellence in the financial services industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
High Net Worth Service Associate
Fidelity Investments
07.2023 - 03.2024
- Provided excellent service to clients with assets from $250,000-$1 million
- Assisted in connecting clients with branch associates whenever an opportunity was discovered
- Executed transactions and general account maintenance
Customer Relationship Advocate
Fidelity Investments
02.2021 - 07.2023
- Provided excellent customer service via the inbound calls component of the firm
- Successfully passed the SIE, Series 7, and Series 63 exams within the first four months in the role
- Executed transactions for clients from money movement, mutual fund trades, and equity trades
- Performed general account maintenance for clients
Sortation Associate
Amazon
04.2019 - 08.2020
- Applied Occupational Safety and Health Administration (OSHA) standards for lifting, working at heights, and hazardous chemical handling.
- Operated variety of conveyors, moving packages in, and out of loading dock areas safely and efficiently.
- Moved pallets and packing material to designated vacant storage areas for operational safety.
Education
BBA - Accounting
University of North Florida
Jacksonville, FL12-2020
BBA - Finance
University of North Florida
Jacksonville, FL12-2020
Associate of Arts - General Studies
Daytona State College
Daytona Beach, FL12-2014
Skills
- Customer Service
- Active Listening
- Financial Technology
- Trading Concepts
- Retirement Planning
- Sales
Certification
- SIE
- Series 7
- Series 63
Timeline
High Net Worth Service Associate
Fidelity Investments
07.2023 - 03.2024
Customer Relationship Advocate
Fidelity Investments
02.2021 - 07.2023
Sortation Associate
Amazon
04.2019 - 08.2020
BBA - Accounting
University of North Florida
BBA - Finance
University of North Florida
Associate of Arts - General Studies
Daytona State College
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