Kellen Self

• Work with high net worth clients to establish, implement and maintain financial plans.
• Responsible for roughly $6,000,000 in Fixed Deferred Annuities over the past twelve months.
• Developed managed accounts totaling roughly $5,000,000 over the past six months.
• Currently driving a higher NPS for one of my VP FC's that puts him in the 95th percentile of all advisors in the country.
• "He knew his stuff, was well spoken, and on top of that was proactive in researching my unallocated $300K and took care of that on our call." A client, February 2023

• Guided new engagement for financial consultants that were looking to build their book by developing relationships with new clients and providing high levels of expertise.
• Ensured that all paperwork especially that of complex transactions was handled seamlessly providing a positive client experience.
• Ran scrubs for established financial consultants to continue driving engagement for additional planning and solution conversations.

• Helped continue a culture of excellence within the operations room at Fidelity Cherry Creek to ensure paperwork, transactions and overall client satisfaction.
• Supported a wide array of Investment Professionals on their day-to-day operations ranging from closing new business, bringing in new assets and helping deepen trust with our clients.
• Understood how to leverage a wide variety of products ranging from asset management to annuities and holistic planning to drive appointments for Fidelity’s Financial Advisors.

• Helped uncover outside assets with new and existing clients at Fidelity bringing in over $76 million in direct flows and $31 million in rollovers in two quarters.
• Identified client needs based on WST to guide them to suitable investment solutions based on asset level, investment knowledge and their own personal factors.
• Worked with business partners such as Financial Consultants, Fixed Income and LTC agents at Fidelity to ensure that all client needs were taken care of in one place.
• Ensured proper client care by paying attention to every planning and guidance need.

• Assisted onboarding new clients into the GWS&A platform.
• Worked with investment manager to set up allocations for 9-figure portfolio which included rebalancing and setting up portfolio allocations.
• Developed side-by-side comparisons to obtain life insurance comparisons and replacements for clients.
• Advised clients on investments and account statements.