KENNETH BRONIS
Jacksonville,FL
Summary
I have almost 14 years of experience in Finance working at Fidelity Investments. A good portion of that time I've spent directly teaching and developing licensing curriculum for exam preparation for various FINRA exams, leading the Licensing/Onboarding program at the Jacksonville Regional site for Fidelity. The majority of my tenure at Fidelity has been in roles working directly with invested clients, both self-directed and those seeking professional investment management services.
Overview
14
14
years of professional experience
1
1
Certification
Work History
IMC I Coach - 1 Year Loan Position
Fidelity Investments
01.2025 - Current
- Developed personalized coaching programs, group coaching pods, and team presentations to enhance client engagement and planning expertise.
- Facilitated workshops on system utilization and business practice management, fostering informed decision-making among associates.
- Mentored individual associates, promoting best practices in client communication and growing client relationships.
- Worked directly with Team Leaders, RPCs and RVPs to tailor coaching sessions to specific skill gaps.
- Developed and led virtual workshops for audiences exceeding 20 participants across all IMC I Teams across the nation.
Investment Management Consultant II
Fidelity Investments
05.2022 - 12.2024
- Responsibilities are the same as those specified below as a Investment Management Consultant I
- As an IMC II I was aligned with a specific Fidelity Investor Center (currently out of the Villages, FL) in supporting select Financial Consultants and their book of clients who have managed portfolios. This is a dedicated relationship for higher net-worth clients who have a direct Specialist to discuss managed account information
- Worked more closely with Financial Consultants and Planning Consultants in ongoing client strategy and communication
Investment Management Consultant I
Fidelity Investments
06.2021 - 05.2022
- Conduct Annual Strategic Reviews for clients within a specified worklist and assisting clients who proactively call for information/questions around existing managed portfolios
- Engage clients in Retirement/Income planning discussions using Fidelity's online planning tools
- Communicating the value of Fidelity's managed account offering and articulating strategic decisions made by our Advisory/Management Team
Fixed Income Specialist
Fidelity Investments
08.2018 - 06.2021
- Provide guidance and solutions for self-directed clients who seek to reduce portfolio volatility and/or create income streams. Understanding client needs and assisting in developing and implementing bond trading strategies and/or bond ladders
- Partner with client advisors to communicate the value of Fidelity's Fixed Income offering, placement within overall client investment strategies, and compare Fixed income portfolios to competing firm alternatives
JAX Regional Site Licensing Program Lead
Fidelity Investments
04.2014 - 08.2018
- Introducing content and coaching newly hired representatives, both in-person and virtually, on the following licensing exams: S7, S63, S66, S9/10.
- In-person instruction during first four weeks after hiring date involved smaller group workshops with group sizes ranging from small (1-4 participants) to large (15-25 participants) with sessions usually ranging from 30-60 minutes.
- In-person instruction for the two weeks leading up to exam date involved a two-week review course. The class size ranged from 15-25 participants involving 6-8 hours of facilitation/lecture per day.
- Virtual instruction using WebEx initially, then replaced by Zoom, consisted of large groups ranging from 20-60 participants. The usual timeframe for Virtual workshops was 60 minutes. The audience for Virtual workshops was largely newly hired employees at our Investor Centers.
- Creating content tailored for virtual delivery
- Monitoring employee progress and updating business partners of program developments nationally and locally. Business partners included: JAX Regional Site Team Managers/Leaders, Branch Leaders, Site Service Directors, and our General Manager (at the time was Harold Stankard).
- Occasionally traveling to other Fidelity sites to deliver on-site face-to-face Series 7 courses. These would be the same two-week courses as those held locally at the JAX site. Sites I've visited: Merrimack, NH, Westlake, TX, Raleigh, NC
- Hiring and developing Series 7 mentors.
Customer Relations Advocate/Series 7 Mentor
Fidelity Investments
05.2012 - 04.2014
- Tutoring newly hired representatives to the firm on Series 7 and Series 63 Licensing Exams
Education
Bachelor of Science - Finance
University of Central Florida
Orlando, FL05.2012
Skills
- Active listener and high Emotional Intelligence/EQ
- Excellent organization and multi-tasking skills
- Excellent communicator over virtual and face-to-face platforms
- Highly engaging presenter, in both face-to-face and Virtual settings
- Proficient at "reading the room" when presenting both virtually and face-to-face and adapting to varying audiences
- Advanced knowledge of Licensing curriculum and pertinent exam preparation skills
- Knowledgeable about the bond market, self-directed bond trading strategies, and capable of communicating information related to fixed income portfolios and strategies
- Knowledgeable of Fidelity’s managed account offering and value
Certification
- Series 7, 66 & 9/10
- CFP® Certification
Timeline
IMC I Coach - 1 Year Loan Position
Fidelity Investments
01.2025 - Current
Investment Management Consultant II
Fidelity Investments
05.2022 - 12.2024
Investment Management Consultant I
Fidelity Investments
06.2021 - 05.2022
Fixed Income Specialist
Fidelity Investments
08.2018 - 06.2021
JAX Regional Site Licensing Program Lead
Fidelity Investments
04.2014 - 08.2018
Customer Relations Advocate/Series 7 Mentor
Fidelity Investments
05.2012 - 04.2014
Bachelor of Science - Finance
University of Central Florida