Keo Kiriakos
Boston,MA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
3
3
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Merrimack, NH
07.2025 - Current
- Assisted clients with account inquiries and provided tailored solutions to enhance customer satisfaction.
- Resolved customer issues efficiently by utilizing problem-solving skills and knowledge of financial products.
- Conducted trades and processed monetary transactions to align with client objectives and satisfaction.
- Maintained accurate records of client interactions to ensure seamless follow-up and service continuity.
Business Development Consultant
AGI Beacon
Middleton, MA
09.2024 - 09.2025
- Developed strategic partnerships to enhance market presence and drive revenue growth.
- Collaborated with company founder to develop an overall comprehensive business strategy
- Conducted market research to identify emerging trends and opportunities for business expansion.
- Assisted in the development of marketing materials that effectively communicate value propositions.
SAP Account Manager
ALKU
Andover, MA
06.2023 - 05.2025
- Developed and maintained a book of business of 40+ mid to large size companies, finding consultants to fill their desired needs.
- Facilitated regular communication between clients and internal teams to align expectations.
- Managed project timelines, coordinating with cross-functional teams to meet deadlines.
- Trained interns on sales best practices and client engagement strategies.
Education
Bachelor of Science - Entrepreneurship: Finance Concentration
Bryant University
Smithfield, RI05-2025
Skills
- Series 7 Certification (FINRA)
- Series 63 Certification (NASAA)
- ICP Money Movement platform proficiency
- CRM Platform Management
- Financial fluency
- Market Analysis
- Problem-solving
- Organizational skills
- Phone Etiquette
- Teamwork and collaboration
- Interpersonal skills
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2025 - Current
Business Development Consultant
AGI Beacon
09.2024 - 09.2025
SAP Account Manager
ALKU
06.2023 - 05.2025
Bachelor of Science - Entrepreneurship: Finance Concentration
Bryant University