Mehki Patterson
Cincinnati,OH
Summary
Results-driven finance professional with nearly 4 years of experience supporting client accounts, processing high-volume transactions, and ensuring strict compliance with regulatory standards. Demonstrates strong problem-solving skills in resolving complex requests while maintaining accuracy and efficiency. Holds Series 7, Series 63, and SIE licenses.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Support Specialist III
Fidelity Investments
Covington, KY
06.2025 - Current
- Executed high-value financial transactions with a commitment to accuracy and compliance.
- Addressed advanced client inquiries and delivered effective solutions.
- Offered specialized support addressing client needs related to managed account products and small business plans.
High Net Worth Representative
Fidelity Investments
Covington, KY
06.2023 - 06.2025
- Facilitated client account activity transactions and addressed service-related requests.
- Collaborated with internal teams to address client needs and resolve issues effectively.
- Maintained strong attention to detail to support accuracy in a high-volume environment.
Customer Relationship Advocate
Fidelity Investments
Covington, KY
04.2022 - 06.2023
- Executed processing of mutual fund and equity trades with precision.
- Processed money movement transactions and resolved account maintenance requests, enhancing customer service experience.
Mail Carrier
Mailwise Solutions
Crescent Springs, KY
02.2020 - 03.2020
- Managed organization and processing of high volumes of mail efficiently.
- Oversaw accurate labeling and distribution processes within the warehouse.
Food Champion
Taco Bell
South Euclid, Oh
12.2017 - 08.2019
- Trained new team members on food preparation and customer service standards.
- Ensured compliance with food safety regulations and cleanliness protocols.
- Managed inventory levels, reducing waste through efficient stock rotation.
- Assisted in maintaining high-speed service during peak hours to enhance customer satisfaction.
Education
Bachelor of Science - Accounting
Thomas More University
Crestview Hills, KY05-2022
Skills
- Customer service proficiency
- Efficient trade execution
- Experienced in utilizing Excel, Word, and PowerPoint effectively
- Experienced with QuickBooks accounting
- Accurate issue identification and resolution
- Skilled in providing support via email, chat, and phone
- Emotional intelligence
- Composed and professional in high-pressure situations
Certification
- Series 7
- Series 63
- SIE
Timeline
Client Support Specialist III
Fidelity Investments
06.2025 - Current
High Net Worth Representative
Fidelity Investments
06.2023 - 06.2025
Customer Relationship Advocate
Fidelity Investments
04.2022 - 06.2023
Mail Carrier
Mailwise Solutions
02.2020 - 03.2020
Food Champion
Taco Bell
12.2017 - 08.2019
Bachelor of Science - Accounting
Thomas More University