Patrick Kunkel
Dallas,TX
Summary
Dynamic professional with a proven track record at Fidelity Investments, excelling in client relationship management and stock trading. Demonstrated leadership as a Sergeant in the US Army, enhancing team efficiency and operational readiness. Proficient in data management and formal report writing, fostering trust and satisfaction among clients through effective communication.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Relationship Advocate (CRA)
Fidelity Investments
Westlake, Texas
01.2025 - Current
- Built strong client relationships, fostering trust and increasing satisfaction.
- Oversaw complex transactions, ensuring adherence to regulatory standards.
- Guided junior brokers on client management and investment analysis best practices.
- Educated customers on product features and services during interactions.
Infantryman (11B)
US Army
11.2019 - 11.2025
- Led team of infantrymen in combat situations, achieving objectives and minimizing losses through effective training and tactical drills. Enhanced team efficiency by conducting regular training sessions and tactical drills.
- Completed over 20 missions during deployment, contributing to overall mission success and operational readiness.
- Achieved key location security during operations, creating a safe environment for friendly forces.
- Achieved rank of Sergeant (E5) as a testament to leadership and commitment to military service.
Skills
- Proficient in Microsoft Excel
- Formal Report Writing
- Data Management
- Customer Service
- Client relationship management
- Trading execution
- Transaction oversight
- Taxation awareness
Accomplishments
- Has received 10 perfect surveys from clients for the month of December. And 29 total perfect surveys.
- Completed SIE, Series 7 and 63 on the first attempt.
- Awarded several military medals and accolades, including the Army Commendation Medal while deployed to a combat zone in Djibouti, Africa.
Certification
- SIE
- Series 7
- Series 63
Timeline
Client Relationship Advocate (CRA)
Fidelity Investments
01.2025 - Current
Infantryman (11B)
US Army
11.2019 - 11.2025