Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic
Mark Boudrie

Mark Boudrie

Cincinnati

Summary

Experienced young adult with strong communication skills. Empathetic and flexible to any situation. Driven and motivated to accomplish the task in front of me. Strong desire to grow and learn from the best. Receptive to feedback and constructive criticism.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Managed Account Support Specialist

Fidelity Investments
Covington
10.2023 - Current
  • Effectively communicate and monitor risk on behalf of managed clients.
  • Provide training and educational sessions to IMCs regarding their risk.
  • Collaborate with team members to optimize processes.
  • Effective email and calendar management.
  • Collaborate with IMC leaders to identify trends and create strategies to mitigate risk.

High Net Worth Representative

Fidelity Investments
Covington
11.2022 - 10.2023
  • Assisted high value clients with trades, money movement, and educational conversations.
  • Provided a consistent, positive experience for high net worth clients.
  • Used problem solving and critical thinking to navigate nuanced scenarios.

Customer Relationship Advocate

Fidelity Investments
Covington
01.2022 - 11.2022
  • Assisted Fidelity clients with trades, money movement, and education.
  • Expressed empathy and kindness towards every client.
  • Utilized critical thinking to resolve client issues.

Customer Advocate

Rally House
Cincinnati
09.2021 - 01.2022
  • Managed cash register operations efficiently.
  • Treated all customers with kindness and provided a positive experience.

House Keeping

Camp Cedar
Mason
03.2021 - 09.2021
  • All in one house keeping service.
  • Tailored to customer requests.
  • Cleaned cottages, delivered food, provided transportation,

Package Handler

FedEx
Independence
03.2020 - 03.2021
  • Loaded and unloaded semi trucks.
  • Cooperated with coworkers to ensure efficiency.

Customer Advocate

Gabriel Brothers
Cincinnati
01.2017 - 05.2019
  • Cashier and floor rep.
  • Assisted customers with all needs.

Busser/Dishwasher

El Coyote
Cincinnati
07.2015 - 01.2017
  • First job as Freshman in high school.
  • Assisted waiters/ bar tenders/ kitchen staff.

Education

Science Education

University of Cincinnati
Cincinnati, OH

Physics And Astronomy

Bowling Green State University
Bowling Green, OH

Skills

  • Risk management
  • Financial literacy
  • Process optimization
  • Active listening
  • Emotional intelligence
  • Customer relationship management
  • Critical thinking

Certification

  • Series 7
  • Series 63
  • Series 66

Affiliations

  • Kayaking
  • Animals
  • Movies
  • Exercise

Timeline

Managed Account Support Specialist

Fidelity Investments
10.2023 - Current

High Net Worth Representative

Fidelity Investments
11.2022 - 10.2023

Customer Relationship Advocate

Fidelity Investments
01.2022 - 11.2022

Customer Advocate

Rally House
09.2021 - 01.2022

House Keeping

Camp Cedar
03.2021 - 09.2021

Package Handler

FedEx
03.2020 - 03.2021

Customer Advocate

Gabriel Brothers
01.2017 - 05.2019

Busser/Dishwasher

El Coyote
07.2015 - 01.2017

Science Education

University of Cincinnati

Physics And Astronomy

Bowling Green State University
Mark Boudrie