Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John McKinnon

Boston,MA

Summary

Results-driven professional with a strong track record in client relationship management, dedicated to building trust with high-net-worth clients. Known for delivering tailored financial solutions through consultative selling and effective communication of intricate financial concepts.

Overview

1
1
Certification
7
7
years of professional experience

Work History

Client Relationship & Business Development Professional

Fidelity Investments
Denver, CO
06.2023 - Current
  • Managed relationships with hundreds of high-net-worth clients across retirement, brokerage, and investment accounts.
  • Build trust through consultative conversations, uncovering client needs and recommending appropriate products and services.
  • Explain complex financial concepts in a clear and approachable way.
  • Partnered with specialists across investment, retirement, lending, and planning teams to deliver comprehensive client solutions.
  • Ranked in the top 5% of the department for client satisfaction.

Customer Relationship Advocate

Fidelity Investments
Denver, CO
05.2021 - 04.2022
  • Assisted clients with equity, mutual funds, and options trades with zero trade errors.
  • Trained ten new hires on trading procedures and compliance, resulting in 'Excellence in Action' award for Q1 2023.
  • Informed clients about Fidelity's products and services to retain loyalty and service.
  • Educated clients on their brokerage accounts and assist with any account maintenance in an efficient and timely manner.

Finance Manager

J McKinnon Inc, Landscape and Construction
Hanson, MA
11.2019 - 05.2021
  • Created a job cost system using data such as, cost of material, labor, and overhead to increase average margins by 10%.
  • Monitored company funding, cash flow, and operating accounts to assure proper allocation of revenue.

Universal Banker

Citizens Bank
Norwell, MA
02.2019 - 11.2019
  • Created individual strategic financial solutions for branch customers by recommending CD's, money markets and or loans to suit their financial needs.
  • Acquired new customers by establishing and deepening relationships, resulting in the highest earner for sales in quarter 2 and quarter 3 of 2019.
  • Top regional sales performer through home equity line of credit sales resulting in award ($1mm equity sales quarter 2 2019).

Education

Full Stack Web Development - JavaScript, React and Ruby on Rails program

Flatiron School
Denver, CO
01.2023

Bachelor of Sciences - Business Management

Bridgewater State University
Bridgewater, MA
12.2020

Skills

  • Relationship building
  • Consultative Selling
  • Critical thinking
  • Account Management
  • JavaScript
  • Ruby on Rails
  • AWS
  • Data Analysis

Certification

  • AWS Cloud Practitioner, NVDLD1P2Z1E415G0
  • Series 7
  • Series 63

Timeline

Client Relationship & Business Development Professional

Fidelity Investments
06.2023 - Current

Customer Relationship Advocate

Fidelity Investments
05.2021 - 04.2022

Finance Manager

J McKinnon Inc, Landscape and Construction
11.2019 - 05.2021

Universal Banker

Citizens Bank
02.2019 - 11.2019

Full Stack Web Development - JavaScript, React and Ruby on Rails program

Flatiron School

Bachelor of Sciences - Business Management

Bridgewater State University
John McKinnon