Julen Ormaza
The Woodlands,TX
Summary
Experienced financial leader with an outgoing and approachable personality looking to take a step up into consulting. Very international upbringing that allows for an open-minded approach towards all sorts of clients, mentalities, and understandings. Hardworking, passionate, and competitive.
Overview
5
5
years of professional experience
Work History
Retirements Help Desk
Fidelity Investments
Westlake, TX
09.2022 - 12.2023
- Supervise, lead, and assist retirement representatives with financial scenarios, handle client escalations, and perform leadership tasks such as running meetings, interviewing candidates, and coaching representatives
- Passed Series 9 and 10 exams
Retirements Representative
Fidelity Investments
Westlake, TX
01.2022 - 01.2022
- Assist over 30 clients daily with retirements knowledge, including consults on small business retirement plans, IRAs, inherited accounts, and certain transactions such as account transfers and other account maintenance
- Guided clients in achieving their retirement goals through personalized plans and investment strategies
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
06.2021 - 01.2022
- Gained overall financial industry knowledge while passing the SIE, Series 7 and 63 exams
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues regarding their accounts
- Consulted with other departments to address specific issues and assure a solution is found
Summer Insurance Intern
Alight Solutions
The Woodlands, TX
06.2019 - 08.2019
- Enhanced customer satisfaction by efficiently processing insurance claims and providing timely updates.
- Helped clients understand their benefits and to elect different types of benefits and insurance.
Education
Bachelor of Science - International Business and Business Economics
University of South Carolina
Columbia, South Carolina06.2021
Skills
- Licenses: SIE, Series 7, 9, 10, 63
- Spanish: Fluent, first language
- French: Intermediate, minored in college
Timeline
Retirements Help Desk
Fidelity Investments
09.2022 - 12.2023
Retirements Representative
Fidelity Investments
01.2022 - 01.2022
Customer Relationship Advocate
Fidelity Investments
06.2021 - 01.2022
Summer Insurance Intern
Alight Solutions
06.2019 - 08.2019
Bachelor of Science - International Business and Business Economics
University of South Carolina