Mason Harry
Ponte Vedra,FL
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Service Advocate
Fidelity Investments
Jacksonville, Florida
05.2023 - 01.2025
- Processed orders, forms, applications, and requests.
- Upheld privacy and security requirements for customer information.
- Documented customer notes with CRM software to keep records accurate and current.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Guest Rooms Intern
Ponte Vedra Inn & Club
Ponte Vedra Beach, Florida
05.2022 - 08.2022
- Maintained accurate records of all activities performed throughout internship period.
- Identified needs of customers promptly and efficiently.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Education
MBA - Finance
University of North Florida
Jacksonville, FL05-2026
Disruptive Technologies & Modern Management
Kedge Business School
Paris, France07-2025
Bachelor of Science - Hospitality Management
Florida State University
Tallahassee, FL05-2024
Skills
- Timeline development
- Salesforce proficiency
- Regulatory compliance
- Project leadership
- Business continuity planning
- Client relations
Certification
- Series 7
- Series 63
- Securities Industry Essentials
Timeline
Customer Service Advocate
Fidelity Investments
05.2023 - 01.2025
Guest Rooms Intern
Ponte Vedra Inn & Club
05.2022 - 08.2022
MBA - Finance
University of North Florida
Disruptive Technologies & Modern Management
Kedge Business School
Bachelor of Science - Hospitality Management
Florida State University