Miguelangel Gomez
Relationship Manager
Orlando,FL
Summary
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
8
8
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Relationship Manager
Fidelity Investments
Winter Park, FL
09.2025 - Current
- Assisted in designing marketing materials promoting the firm''s services, attracting new prospects, and expanding brand awareness in the industry.
- Supported clients in achieving long-term financial goals through strategic planning and portfolio management.
- Educated clients on various wealth management tools to support their long-term financial objectives.
- Collaborated with cross-functional teams to deliver comprehensive financial solutions for clients.
Financial Representative
Fidelity Investments
Winter Park , FL
12.2023 - 10.2025
- Leveraged advanced analytical tools to identify opportunities for portfolio growth and diversification.
- Increased client retention rates, maintaining regular communication and providing timely market updates.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Simplified complex financial concepts for clients, improving their decision-making confidence.
Valet Attendant Supervisor
Orlando Parking Solutions
Orlando, FL
04.2021 - 12.2023
- Provided exceptional customer service to upscale clients with high expectations.
- Established strong relationships with clients generating a loyal customer base.
- Efficiently managed and effectively coordinated events with over 10,000 people in attendance.
Sales Associate
Ashley Furniture Homestore
Davenport , FL
07.2018 - 08.2019
- Developed sales strategies to drive revenue growth and meet financial goals.
- Secured sales by demonstrating new equipment to first time customers.
- Applied sales strategy and future road maping principles to increase sales.
- Conducted thorough market research analysis to identify customer needs, trends, and growth opportunities.
Education
Bachelor of Science - Economics
University of Central Florida
Orlando, FL12.2022
Skills
Relationship management
Client relations
Problem-solving
Multitasking
Time management
Attention to detail
Active communicator
Investment strategies
Team Player
Certification
SIE
Timeline
Insurance 2-15
04-2026
Relationship Manager
Fidelity Investments
09.2025 - Current
Series 66
12-2024
Notary
12-2024
Seires 7
10-2024
SIE
04-2024
Financial Representative
Fidelity Investments
12.2023 - 10.2025
Valet Attendant Supervisor
Orlando Parking Solutions
04.2021 - 12.2023
Sales Associate
Ashley Furniture Homestore
07.2018 - 08.2019
Bachelor of Science - Economics
University of Central Florida