MICHELLE ROSA
Jacksonville,FL
Summary
Experienced in providing technical and language support for a client-facing role in Workplace Planning & Advice. Recognized for collaborative leadership and adaptability to changing needs. Efficiently diagnoses and resolves issues. Proven track record of effective communication and exceptional customer service, consistently delivering high-quality support.
Overview
10
10
years of professional experience
1
1
Certification
Work History
WPA Help Desk
Fidelity Investments
09.2023 - Current
- Works effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working both independently and collaboratively in a team environment.
Interim Team Leader
Fidelity Investments
11.2024 - 12.2024
- Quickly established open and professional relationships with team members.
- Fostered positive work environment, while also appropriately addressing any concerns with associates.
- Was adaptable in learning new processes as a leader and completing EOY business requirements for a team of 15.
Workplace Planning Consultant
Fidelity Investments
06.2021 - 09.2023
- Presented the value of Fidelity's planning services in various ways for diverse needs.
- Fostered engagement and built the foundation of clients' trust in our company.
- Maintained and often exceeded National statistics amongst my team members.
Server
Sandollar Restaurant & Marina
08.2017 - 04.2021
- Collaborated with others during busy shifts for efficient workflow and positive guest experiences.
Sales Representative
Concours’ de Elegance for The Tailor Shop
01.2017 - 01.2018
- Showcased product knowledge and built experience in outside sales.
Retail Sales Associate
Sweet Pete’s Candy
08.2015 - 08.2017
- Gave exceptional customer service and helped with product questions.
Education
Bachelor’s Degree - Marketing
University of North Florida
Associate of Arts (A.A.) -
Florida State College At Jacksonville
High School Diploma -
Providence School of Jacksonville
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Problem-solving
- Flexible and adaptable
- Relationship building
- Cross-functional teamwork
Certification
Series 7, Series 66, Series 9/10
Timeline
Interim Team Leader
Fidelity Investments
11.2024 - 12.2024
WPA Help Desk
Fidelity Investments
09.2023 - Current
Workplace Planning Consultant
Fidelity Investments
06.2021 - 09.2023
Server
Sandollar Restaurant & Marina
08.2017 - 04.2021
Sales Representative
Concours’ de Elegance for The Tailor Shop
01.2017 - 01.2018
Retail Sales Associate
Sweet Pete’s Candy
08.2015 - 08.2017
High School Diploma -
Providence School of Jacksonville
Bachelor’s Degree - Marketing
University of North Florida
Associate of Arts (A.A.) -
Florida State College At Jacksonville
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