MADISON ROSENBERG
Knoxville,TN
Summary
Experienced Financial Associate and proven leader in servicing financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Dedication to generating customer goodwill and loyalty by developing key relationships with decision-makers. Retains clients by exceeding service expectations to increase customer satisfaction. Demonstration of leveraging networks of customer contacts and internal resources to increase understanding of customer needs and employ business-growth strategies.
Overview
6
6
years of professional experience
Work History
Financial Representative
Fidelity Investments
06.2023 - 03.2024
- Developed knowledge of investment and portfolio management theory, associated investment strategies and instruments, characteristics of world markets, and full range of investment products.
- Worked closely with 70 clients weekly to determine goals and recommend appropriate services to maintain long-term relationships with account holders as well as handling account service needs.
- Created and uncovered over $30 million in opportunities through developing and connecting to clients on a personal level while building a trusting relationship.
- Monitored market trends and news to identify emerging opportunities and products.
Intern
One Knox Sporting Club
12.2022 - 04.2023
- Founded 'Goals for Good' - a nonprofit project to raise money for underserved members of the Knoxville community through each goal scored by One Knox SC throughout the 2023 season.
- Initiated a 'Givergy' website to collect monetary donations and auction OKSC gear.
- Handled financial reports and forecasted projections of long-term goals through excel.
- Cold-called local nonprofits to partner with OKSC, arranged for tickets, promotional videos, halftime events and other game day operations for each nonprofit.
Sales Employee
Family Motors Too Inc.
04.2018 - 01.2023
- Market an average of 20 cars monthly to attract exposure from potential customers.
- Facilitated negotiations between buyers and sellers, securing mutually beneficial agreements for all parties involved.
- Communicate cross functionally to push customers for extended warranties to increase sales by 12%.
- Streamlined the sales cycle process through virtual and national auto auctions with effective follow-up transportation services that led to higher turnover ratios.
Education
Bachelor's of Business Administration - Finance
The University of Tennessee, Knoxville, Haslam College of Business
Knoxville, Tennessee05.2023
Bachelor of Science - Accounting
Pellissippi State CC
Knoxville, Tennessee05.2021
Skills
- SIE and Series 7
- Bloomberg Market Concepts Certificate
- Efficient in Microsoft Word, Excel and Powerpoint
- Registered Notary in Tennessee
- Conversational in German
- Strong Analytical and Problem-Solving Skills
- Critical Thinking and Detail Focused
- Team Leadership and Outspoken
Involvement
The University of Tennessee Women’s Rowing Team Knoxville, Tennessee
The Catholic University of America Women’s Basketball Team Washington, DC
Timeline
Financial Representative
Fidelity Investments
06.2023 - 03.2024
Intern
One Knox Sporting Club
12.2022 - 04.2023
Sales Employee
Family Motors Too Inc.
04.2018 - 01.2023
Bachelor's of Business Administration - Finance
The University of Tennessee, Knoxville, Haslam College of Business
Bachelor of Science - Accounting
Pellissippi State CC