Jordan Wilson
Cary,NC
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in trade execution and account management. Recognized for maintaining error-free transactions and fostering strong client relationships. Adept in options trading and skilled in multitasking, I bring a positive attitude and problem-solving abilities to every challenge.
Overview
11
11
years of professional experience
Work History
Advanced Trading Team
Fidelity Investments
Durham, NC
09.2024 - 05.2025
- Assist clients with Margin, Options (exercise or trade), IPO's, Preferred Stock, Corporate Actions, Shorting, Covering, Equity Trades, Mutual Fund Trades, Wires, EFT's, General Service, Penny Stocks, Leveraged Securities
- Understanding and servicing account types IRA's Roth, Traditional, Rollovers, Joint, UTMA, UGMA, Trust, Individual Brokerage, light assistance with SEP and Simple
- Never committed trade error, every trade I placed was completed correctly
- No alerts for wires, eft's, journals between accounts or other service items that could have been conducted incorrectly
Customer Relationship Advocate
Fidelity Investments
Durham, NC
08.2023 - 09.2024
- Sponsorship & study for Licenses to work in the role. Series 7, 63 & SIE. Passed all first try.
- Assist clients with understanding account types mentioned above
- Assist clients with wires, EFT's, Journal between accounts, password resets, documents for accounts, applications for different account features
- Trade equities, mutual funds, and corporate actions
- No alerts or errors for incorrect Trades, wires, EFT's, etc
Field Staff
CRU
Raleigh, NC
04.2020 - 08.2023
- Company Overview: CRU is an on campus ministry dedicated to sharing Christ with students growing them in their Christian walk and sending them out
- Raise funding in order to serve with this non-profit
- Plan events for college students
- Follow up with students interested in being involved or already involved
- Lead Bible studies, conferences, retreats, missions
- CRU is an on campus ministry dedicated to sharing Christ with students growing them in their Christian walk and sending them out
Delivery Specialist
Lake Norman Marina
Charlotte, NC
06.2018 - 08.2018
- Prepared boats to be picked up or delivered to customers by cleaning them and packing them with safety equipment
- Operated quality boats: Cobalt, Bennington, Axis, Malibu and evaluated their mechanics and their technology to ensure they were ready by their scheduled pickup or delivery time
Bookkeeper
Bilo Market
08.2014 - 12.2017
- Manage and balanced the safe and cash registers to ensure accurate counts of money flowing in and out
- Manage employees to ensure work is being completed efficiently and effectively
- Worked with customers to ensure satisfaction in their experience in our store and with our products
Education
Fisheries, Wildlife, and Conservation Biology - minor in Business Administration
North Carolina State
Raleigh, NC05.2021
Skills
- Series 7
- 63
- SIE
- GIS
- Excel
- Sheets
- PowerPoint
- Slides
- Word
- Docs
- Communication
- Event Planning
- Fund Raising
- Relationship Development
- Trade execution
- Options trading
- Equity trading
- Corporate actions
- Account management
- Friendly, positive attitude
- Multitasking
- Problem-solving
- Calm under pressure
- Time management
Awards Extracurriculars
- Team MVP, Fidelity-Customer Relationship advocate
- Silver, President's Volunteer Service Award
- Bass Fishing Team NCSU
- CRU Bible Study Leader
- Student Fisheries Society
- Dean's List 2x
- Gamma Beta Phi Honor Society
- SGA Scholarship Study Abroad to Ireland & England
- Wildlife Summer Camp NCSU
- Lifelines Outdoor & Facilitator Guide School
Projects Mission Trips
- Blackfeet Indian Reservation, 07/01/19, 08/01/19, Staffed festival for Blackfeet Indian Community, registering individuals, staffing rides, and setup of the festival, Staffed youth camp for the community, setup camp, chaperoned participants, lead games, and discussions about Christ, Witnessed to people in the community, discussing Christ culture, and building relationships
- Rijeka, Croatia, 05/01/21, 07/01/21, Lead students from multiple universities as we witnessed to people and discussed Christ, culture, and built relationships
- Daytona Beach, Florida, 05/01/22, 06/01/22, Lead students from multiple universities as we witnessed to people discussing Christ and building relationships, Partnered with the Daytona Dream Center to spend quality time playing sports and games with underprivileged children and taught about Christ, Gave out groceries and had a cookout to serve an impoverished community
- Puerto Plata, Dominican Republic, 03/01/23, 03/31/23, Installed water filters in people's homes to give them clean drinking water and discussed Christ, culture, and built relationships
- Uppsala, Sweden, 05/01/23, 06/01/23
Timeline
Advanced Trading Team
Fidelity Investments
09.2024 - 05.2025
Customer Relationship Advocate
Fidelity Investments
08.2023 - 09.2024
Field Staff
CRU
04.2020 - 08.2023
Delivery Specialist
Lake Norman Marina
06.2018 - 08.2018
Bookkeeper
Bilo Market
08.2014 - 12.2017
Fisheries, Wildlife, and Conservation Biology - minor in Business Administration
North Carolina State
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