Investing Experience
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Motivated Investment Consultant with experience advising friends and family on investment strategies, retirement planning, and financial planning. Strong background in understanding financial markets, financial products, and risk management. Proven track record in a personal portfolio, managing over six figures using Fidelity. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Investing Experience
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
I have been investing with Fidelity since 2015 and am very familiar with the site such as reading the prospectus, understanding of Morningstar ratings and categories. Actively managing six figure portfolio of mutual funds. I currently help my friends and family get into investing and opening accounts for them.