Summary
Overview
Work History
Education
Skills
References
Timeline
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Noah Smedley

Villa HIlls,United States

Summary

Young financial professional looking to pursue a career in the private equity sector after gaining several years of experience in a reputable financial institution. Works great both individually and in a team setting and is ready to become involved in and facilitate company growth.

Overview

2
2
years of professional experience

Work History

Financial Associate II Multiproduct

Fidelity Investments
Covington, KY
07.2022 - Current
  • Assist clients in both defined contributions (401k) and defined benefits (pensions) inquiries and transactions. I can perform the same duties as my DC role but the addition of DB includes the calculation and initiation of pension benefits.
  • I am responsible for the explanation of plan rules along with other general information pertaining to the plan of the participant.

Defined Contributions Representative

Fidelity Investments
Covington, KY
04.2022 - 07.2022
  • Assisted clients with workplace investing inquiries. I handled 401k authentication and transactions while also educating participants on plan rules and regulations.

Customer Relationship Advocate

Fidelity Investments
Covington, KY
09.2021 - 04.2022
  • Assist clients in account inquiries such as verification and account balances. I also assisted in various transactional tasks such as rollovers and EFT transfers.

Education

Bachelor of Science - Finance

Georgetown College
Georgetown, KY
05-2021

Skills

  • Training and development
  • Customer demographics understanding
  • Microsoft Office proficient

References

References available upon request.

Timeline

Financial Associate II Multiproduct

Fidelity Investments
07.2022 - Current

Defined Contributions Representative

Fidelity Investments
04.2022 - 07.2022

Customer Relationship Advocate

Fidelity Investments
09.2021 - 04.2022

Bachelor of Science - Finance

Georgetown College

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Noah Smedley