GREG FIELDS
Fort Worth,TX
Summary
Skilled in long-term planning and relationship management, consistently driving positive outcomes and memorable experiences in business environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant II
Fidelity Investments
Westlake, Texas
10.2024 - Current
- Performed in-depth assessments of client financial situations to create tailored planning strategies.
- Assisted in crafting personalized long-term strategies for 401k accounts.
Workplace Planning Consultant I
Fidelity Investments
Westlake, Texas
07.2023 - 10.2024
- Conducted comprehensive analysis of client needs to create tailored planning solutions.
- Guided participants in 401k accounts to achieve long-term financial goals.
Fidelity Launch Associate
Fidelity Investments
Westlake, Texas
03.2022 - 04.2023
- Participated in rotational program to gain insights into various business units at Fidelity.
- Ensured accurate data entry in back office for necessary paperwork.
- Delivered service to workplace accounts, addressing needs and inquiries effectively.
Logistics Account Manager/ Logistics Sales Account Representative
Schneider Logistics
Dallas, TX
01.2021 - 03.2022
- Coordinated logistics processes for large logo brands nationwide, enhancing operational efficiency.
- Increased volume of large accounts by 10%, generating $10,000 in monthly net revenue.
- Collaborated with team to develop emergency solutions for freight and inventory challenges during pandemic.
Sales Representative
Statewide Appeal
Denton, TX
05.2019 - 01.2020
- Contacted local businesses by phone to request monetary donations to assist with four 501c3 non-profit organizations
- Reached sales goals through cold-calling and warm leads on a consistent basis as required by company
- Achieved repeat donations from several current clients through follow-up every 6 months
Education
BACHELEOR OF BUSINESS ADMINISTRATION (BBA) - MARKETING
University of North Texas
Denton, TX12.2020
Skills
- Interpersonal communication
- Sales and marketing strategies
- Conflict resolution techniques
- Financial analysis
- Problem solving
- Inventory management
- Critical thinking
- Leadership skills
- Training and development
- Business administration
- Time management
- Customer service and relationship management
Certification
- Series 7
- Series 66
Timeline
Workplace Planning Consultant II
Fidelity Investments
10.2024 - Current
Workplace Planning Consultant I
Fidelity Investments
07.2023 - 10.2024
Fidelity Launch Associate
Fidelity Investments
03.2022 - 04.2023
Logistics Account Manager/ Logistics Sales Account Representative
Schneider Logistics
01.2021 - 03.2022
Sales Representative
Statewide Appeal
05.2019 - 01.2020
BACHELEOR OF BUSINESS ADMINISTRATION (BBA) - MARKETING
University of North Texas