Nathaniel LaPlante
Westlake,United States
Summary
Responsible, self-managed United States Army Veteran. Specializing in leadership, training, and task management. Skilled in providing guidance and instruction to teammates on various issues, while building meaningful relationships. Licensed representative at Fidelity Investments with experience collaborating with teammates while building trust and providing excellent customer service to clients on various needs.
Overview
6
6
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
05.2024 - Current
- Collaborated with colleagues across multiple departments to provide comprehensive support for high-net-worth customers.
- Educated clients on financial matters and on investment opportunities, products, and services based on client needs and asset availability.
- Provide a white glove service to clients by owning the call from start to finish and providing any follow up necessary.
- Conduct high-dollar transactions, including trades, EFTs, and bank wires, to foreign and domestic banks.
- Utilize Fidelity digital platforms to guide clients through transactions and to the information that they are looking for.
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
01.2023 - Current
- Educate clients on Fidelity online tools and providing knowledge into trading and investment topics
- Identify, organize, and prioritize client need promptly to ensure efficient resolution
- Execute financial securities trades and money movements for clients
- Promote high client satisfaction by resolving problems with knowledgeable and friendly service.
Infantryman
United States Army
Fort Polk, LA
07.2019 - 12.2022
- Efficiently managed schedules of 5 to 7 soldier as well as the tasks assigned to each soldier
- Routinely planned and facilitated classes of 2 to 15 soldiers
- Managed, communicated, and trained 11-15 soldiers on survival skills while developing relationships built on trust, and mutual respect
- Honed team communication skills both written and verbal daily to ensure positive outcomes in high stress situations
- Continuously built rapport through shared experiences and team bonding to create a high performing and cohesive unit.
Swim Coach/ Lifeguard
Blueray Aquatics
Covina, CA
05.2018 - 07.2019
- Built relationships and trust with clients and their families
- Designed a curriculum to teach children of ages ranging from 4 to 16 years old
- Managed classes of up to 6 students at a time through safe practices and careful supervision.
Education
High School Diploma -
West Covina High School
West Covina, CA06-2019
Skills
- Team management
- Customer Service
- Project management
- Problem solving
- Communication
- Self Discipline
- Time management
- Regulatory Compliance
- Client Education
Accomplishments
- Understanding Financial Markets (2024)
- SIE: Securities Industries Essentials (2023)
- Series 7: General Securities Representative (2023)
- Series 63: Uniform Securities Agent (2023)
- Distributed Leader Course (2023)
- Infantry School (2019)
Timeline
High Net Worth Representative
Fidelity Investments
05.2024 - Current
Customer Relationship Advocate
Fidelity Investments
01.2023 - Current
Infantryman
United States Army
07.2019 - 12.2022
Swim Coach/ Lifeguard
Blueray Aquatics
05.2018 - 07.2019
High School Diploma -
West Covina High School
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