Kaden Fullmer
Ogden,UT
Summary
Determined registered financial representative and astrophysics graduate driven to learn quickly and add value to any team. History of research, analysis, data collection and mathematical reasoning in both academic and professional environments. Personal and professional experience utilizing data to understand situations and processes. Pursuing a role in which this knowledge will provide opportunities to confront challenging problems and create innovative solutions.
Overview
11
11
years of professional experience
Work History
Client Services
Fidelity Investments
Salt Lake City, UT
10.2021 - Current
- High Net Worth 2 - Aug 2023- Current
- High Net Worth 1 - Nov 2022
- Customer Relationship Advocate - Oct 2021
- Deliver excellent customer experience, exhibiting a high level of professionalism and simplistic explanation.
- Research, analyze and assist in client understanding of intricate market processes.
- Maintain high level of performance while increasing in responsibility, client net worth and complexity of problems presented.
Bank Teller
Wells Fargo
Bountiful, UT
05.2019 - 07.2021
- Analyze and identify customer financial cost, needs, goals and objectives.
- Recommend appropriate financial products to meet needs while reducing unwanted cost and risk.
Quality Control Technician
3rd Gen Machine
Logan, UT
07.2018 - 12.2018
- Preform inspection of manufactured parts to ensure accurate function and fit.
- Maintain compliance spreadsheets and reports using Excel and other Microsoft Office applications.
Catering Cordinator
Kneaders Bakery and Cafe
Bountiful, UT
07.2013 - 07.2018
Education
Bachelor of Science - Physics And Astronomy
University of Utah
Salt Lake City, UT05.2021
Skills
- Mathematic Proficiency In Calculus, Differential Equations and Complex Variables
- Quantitative and Qualitative Analysis
- Microsoft Excel, PowerPoint, Word, etc
- SQL, C, Python, Matlab, and Mathcad
- Critical Thinking and Problem Solving
- FINRA Series 7 and 63 Licenses
Additional Information
- Effective use of Excel to track, chart and analyze sales and inventory for e-commerce business.
- Determine success rate of promotions and sales events to further increase profits and traffic.
- Multiple projects analyzing satellite data to understand and interpret the astrophysical laws being researched.
Timeline
Client Services
Fidelity Investments
10.2021 - Current
Bank Teller
Wells Fargo
05.2019 - 07.2021
Quality Control Technician
3rd Gen Machine
07.2018 - 12.2018
Catering Cordinator
Kneaders Bakery and Cafe
07.2013 - 07.2018
Bachelor of Science - Physics And Astronomy
University of Utah
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