Joseph Young
Jacksonville,FL
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in financial analysis and customer service. Skilled in building relationships and leveraging data insights to enhance client satisfaction. Excellent at multitasking and fostering team collaboration, I consistently drive continuous improvement and deliver impactful results in fast-paced environments. Adept with Excel, Word, and PowerPoint. A strong ability to communicate complex topics to multiple levels of audiences. Prepared to learn quickly and adapt to any and all challenges that come my way. I am highly willing to move for work, and I am able to begin working as soon as September 2025.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
Jacksonville, Florida
08.2024 - Current
- I obtained the FINRA SIE, Series 7, and 63 within four months of being hired.
- Place trades for stocks, ETFs, and mutual funds for our clients.
- As a member of a team, I am able to assist others with any responsibilities that need attention.
- Explain the nuances of different investments, accounts, and policies to clients with varying levels of expertise.
- Gained familiarity with trading and portfolio management platforms to assist clients with their financial needs.
- Establish rapport with clients quickly to build trust between clients and the company.
- Rank among the highest in the region for client satisfaction
- Analyze data from surveys and feedback forms completed by customers.
Assistant Facility Manager
Atlanta Tech Park
Peachtree Corners, GA
04.2021 - 01.2024
- Analyzed financial data to create projections for future earnings, losses, and areas for opportunity.
- Built and maintained relationships with local business owners and founders, with the facility.
- Leveraged those relationships to turn them into future business.
- Responsible for daily communication between tenants, contractors and other stakeholders regarding facility management activities.
- Monitored building performance to ensure proper functioning of systems, equipment and utilities.
Education
BBA - Finance
Kennesaw State University
Kennesaw, GA07-2024
Skills
- Financial analysis
- Customer service
- Data analysis
- Team collaboration
- Customer retention strategies
- Effective communication
- Relationship building
- Multitasking
- Advanced Excel capabilities
- MS word, excel, and outlook
- Continuous improvement
- Finance
- Forecasting
- Presentation building
Certification
- Security Industry Essentials (SIE)
- Series 7
- Series 63
Timeline
Customer Relationship Advocate
Fidelity Investments
08.2024 - Current
Assistant Facility Manager
Atlanta Tech Park
04.2021 - 01.2024
BBA - Finance
Kennesaw State University
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