Jacob Hernandez
Charleston,SC
Summary
Driven Financial Professional focused on deepening client relationships by providing superior service and support. Outgoing and ambitious leader with 2 years' experience in wealth management.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity Investments
05.2022 - Current
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth quarterly for the wealth management team and better client experiences.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Continuously updated personal knowledge of financial regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Informed and provided expert guidance on Fidelity product offerings as well as financial market knowledge.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively
Client Systems Supervisor
United States Air Force
01.2017 - 08.2021
- Fostered a culture of continuous improvement by encouraging team members to share ideas for process enhancements.
- Managed budgets and resource allocation effectively for IT projects without sacrificing quality results.
- Collaborated with cross-functional teams to develop comprehensive technology solutions for business needs.
- Volunteered as an event organizer at the Special Olympics Summer Games 2017, led highway trash cleanups and 3V3 basketball tournaments funding the wounded warrior project, and assisted Afghan refugees arriving in Philadelphia
Education
Master of Science - Management
New York University
New York, NYBachelor of Arts - Economics
Fordham University
The Bronx, NY05.2022
Skills
- Relationship building and management
- Client Engagement
- Sales proficiency
- Product Knowledge
Affiliations
- United States Air Force Veteran
Certification
- Series 7
- Series 63
- Securities Industry Essentials
- Security+
- Network+
Timeline
Central Relationship Manager
Fidelity Investments
05.2022 - Current
Client Systems Supervisor
United States Air Force
01.2017 - 08.2021
Master of Science - Management
New York University
Bachelor of Arts - Economics
Fordham University
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