Patten Williams
Jacksonville
Overview
8
8
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
04.2024 - Current
- Responsible for developing and maintaining relationships with clients through understanding their financial goals, drivers and concerns and providing personalized investment solutions to address these needs
- Obtained Series 66 license
- Prospected new clients through cold calling potential leads to win more business.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Retirement Representative
Fidelity Investments
09.2023 - 03.2024
- Assisted business owners with establishing and maintaining Fidelity small business retirement plans
- Calculated required minimum distributions for individual retirement accounts
- Answered complex client questions regarding Individual Retirement Accounts
Customer Relationship Advocate
Fidelity Investments
05.2022 - 09.2023
- Passed the SIE, Series 7 and 63 exams
- Facilitated the development of my onboarding team members through sharing good study habits and strategies for passing the Series 7 exam
- Assisted Fidelity client's with Equity, mutual fund, and Exchange traded fund trades. As well as other account maintenance activities
Program Coordinator Intern
First Tee North Florida
05.2021 - 09.2021
- Assisted First Tee North Florida with day-to-day operations
- Used Salesforce to created rosters for golf classes and camps throughout the summer
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Introduced the game of golf through community outreach events to kids in Jacksonville, Florida
Sales Internship
BuckIt Outfitters
01.2019 - 07.2020
- Introduced BuckIt Outfitters products to the Lake Norman area
- Demonstrated products to customers, answered questions and redirected objectives to positive features
- Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue
Golf Caddie
ClubUp Golf/ Caddiemaster
05.2017 - 12.2021
- Caddied at the following courses, TPC Sawgrass Stadium Course, Carmel Country Club, Charlotte Country Club, and Myers Park Country Club
- Used my experience as a collegiate golfer to advise players on the course, i.e., reading greens, giving yardages, selecting clubs and strategizing the next shot
- Entertained a diverse group of highly successful individuals on the golf course
Education
Bachelor of Arts - Business Administration
Flagler College
Saint Augustine, FL05.2021
Certification - Financial And Blockchain Technology
UNC Charlotte
03.2022
Skills
- Problem Solving
- Adaptability
- Leadership
- Sales Experience
- Customer Acquisition
- Maintaining Customer Relationships
- Cold Calling
- Scratch Golfer
- Financial Analysis and Coding
Licenses
- SIE Exam, August 2022
- Series 7 TO, September 2022
- Series 63, October 2023
- Series 66, March 2024
Organizations
- NCAA Division II Intercollegiate Golfer at Flagler College
- American Marketing Association Club Member
Timeline
Investment Solutions Representative
Fidelity Investments
04.2024 - Current
Retirement Representative
Fidelity Investments
09.2023 - 03.2024
Customer Relationship Advocate
Fidelity Investments
05.2022 - 09.2023
Program Coordinator Intern
First Tee North Florida
05.2021 - 09.2021
Sales Internship
BuckIt Outfitters
01.2019 - 07.2020
Golf Caddie
ClubUp Golf/ Caddiemaster
05.2017 - 12.2021
Bachelor of Arts - Business Administration
Flagler College
Certification - Financial And Blockchain Technology
UNC Charlotte
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