Summary
Overview
Work History
Education
Skills
Awards
Certification
Timeline
Generic

Matthew Doan

Fort Worth,TX

Summary

Collaborative team member that's highly adaptable and resourceful in fast-paced environments. Identifies creative solutions to maximize resources and complete projects on time. An active listener who focuses on details yet communicates clearly. Leads by example and engages colleagues with high-energy, positive attitude. Perseveres through challenging endeavors. Diligently and thoroughly completes tasks with maximum effort to ensure minimal error.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Customer Relationship Advocate

Fidelity Investments
Westlake, TX
05.2024 - Current
  • Obtained SIE, Series 7, Series 63 licenses in the first 3 months allowing me to assist clients
  • Handled inbound calls assisting clients with trades, transfers, and account maintenance while maintaining detailed records of the interaction
  • Maintained 1st and 2nd quartile in KPIs for this quarter
  • Analyzed client issues to problem solve and provide a resolution to ensure client satisfaction

Team Member

Red Claws Crab Shack
Arlington, USA
09.2020 - 05.2024
  • Greeted and accommodated guests, building positive experience from first interaction.
  • Persuaded or influenced guest purchase by enticing with higher margin items and add-ons.
  • Greeted patrons promptly and cordially, exhibiting excellent guest service skills.
  • Developed strong customer service skills and interpersonal communication abilities by working with a diverse group of customers.

Software Flight Control Intern

Lockheed Martin Corporation
Fort Worth, USA
09.2017 - 08.2019
  • Provided feedback and recommendations to developers on software usability and functionality.
  • Investigated customer problems referred by technical support.
  • Monitored program performance to ensure efficient and problem-free operations.
  • Created and maintained databases of known test defects.

Education

Some College (No Degree) - Aerospace Engineering

University of Texas At Arlington
Arlington, TX

Skills

  • Tech Savvy
  • High-energy Attitude
  • Teamwork and Collaboration
  • Critical Thinker
  • Fluent in Microsoft Office

Awards

Presidential Four-Year Scholarship

Certification

  • Series 7
  • Series 63

Timeline

Customer Relationship Advocate

Fidelity Investments
05.2024 - Current

Team Member

Red Claws Crab Shack
09.2020 - 05.2024

Software Flight Control Intern

Lockheed Martin Corporation
09.2017 - 08.2019

Some College (No Degree) - Aerospace Engineering

University of Texas At Arlington

Similar Profiles

  • MICHAEL O'BRIEN

    MICHAEL O'BRIENMICHAEL O'BRIEN

    FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)

  • Richard De Hoyos

    Richard De HoyosRichard De Hoyos

    Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments

  • SHASHI SHEKAR N S

    SHASHI SHEKAR N SSHASHI SHEKAR N S

    Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)

  • Monica Burns

    Monica BurnsMonica Burns

    Senior Representative, Client Services at Fidelity InvestmentsSenior Representative, Client Services at Fidelity Investments

  • Marcos Salazar

    Marcos SalazarMarcos Salazar

    Civil Engineering Intern at Charles Crook ConsultingCivil Engineering Intern at Charles Crook Consulting

CREATE PROFILE