Larissa Holloway
Fort Worth
Summary
Operations professional with commitment to high standards and impactful results. Known for improving operational efficiency and supporting business goals through data-driven decisions. Highly collaborative team player who adapts to changing needs and delivers reliable outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Brokerage Operations Analyst
Fidelity Investments
10.2023 - Current
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Optimized operational efficiency by analyzing and streamlining processes.
- Processed liquidation and gifting requests with proficient accuracy.
- Worked with team members to improve productivity in queues.
Financial Services Representative
Fidelity Investments
03.2023 - 10.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Personal Banker Ll
Frost Bank
02.2022 - 03.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Master of Science - Human Resources Management
Southeastern Oklahoma State University
Durant, OK12-2026
Business Administration
Texas A&M University - Commerce Tx
Commerce, TX05-2023
Skills
- Detail oriented
- Multitasking
- Organizational skills
- Problem-solving
- Microsoft 365 proficiency
Certification
- SHRM-CP - SHRM Certified Professional
Timeline
Associate Brokerage Operations Analyst
Fidelity Investments
10.2023 - Current
Financial Services Representative
Fidelity Investments
03.2023 - 10.2023
Personal Banker Ll
Frost Bank
02.2022 - 03.2023
Master of Science - Human Resources Management
Southeastern Oklahoma State University
Business Administration
Texas A&M University - Commerce Tx
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