Shedrick Grimsley
Manchester
Summary
Dynamic investment professional with extensive experience at Fidelity Investments, excelling in portfolio management and client relationship management. Proven track record in delivering tailored investment solutions and conducting thorough market research. Adept at risk assessment, driving client satisfaction, and enhancing financial outcomes through strategic planning and fixed-income product recommendations.
Overview
10
10
years of professional experience
Work History
Investment Solutions Representative II
Fidelity Investments
Merrimack
02.2025 - Current
- Managed multiple portfolios according to client objectives, risk tolerance, and timeline goals.
- Understanding client needs and providing personalized investment solutions.
- Planning with clients and recommending fixed-income products.
Investment Solutions Representative I
Fidelity Investments
Merrimack
12.2023 - 02.2025
- Develop and maintain relationships with clients to understand their financial goals, and provide personalized investment solutions.
- Researched current market trends to identify suitable investment opportunities for clients.
- Monitored portfolio performance against predetermined benchmarks.
Customer Relationship Advocate
Fidelity Investments
Merrimack
09.2021 - 12.2023
- Answered inbound calls and supported clients with a variety of needs, including trade requests and money movement.
- Monitored call queues in order to manage incoming volume levels efficiently.
- Performed data entry of customer information into the company database.
Customer Account Manager
Comcast Business
Manchester
09.2019 - 08.2022
- Outbound calls to existing business customers to renew existing contracts, and upgrade services.
- Inbound calls from prospective customers to set up new services and products.
- Educating customers on our products and services to show how they would benefit their businesses.
Customer Service Representative
United Healthcare Group
Hooksett
05.2016 - 08.2019
- Inbound call center for customers inquiring about their benefits.
- Processing medical pre-authorizations.
- Explaining benefits with deductibles.
- Reprocessing medical claims that were processed incorrectly.
Customer Service Representative
Liberty Utilities
Londonderry
10.2015 - 04.2016
- Inbound call center for utility customers calling to pay their bill, reconnect services, and establish new services.
- Transferring services for utility customers.
- Setting up payment plans for customers.
Education
Bachelor of Arts - Religious Studies
Florida International University
Miami, FL04-1992
Skills
- Portfolio management
- Investment research
- Financial planning
- Risk assessment
- Client relationship management
- Fixed-income products
Affiliations
- Cooking
- Biking
- Working out
- Soft ball
Timeline
Investment Solutions Representative II
Fidelity Investments
02.2025 - Current
Investment Solutions Representative I
Fidelity Investments
12.2023 - 02.2025
Customer Relationship Advocate
Fidelity Investments
09.2021 - 12.2023
Customer Account Manager
Comcast Business
09.2019 - 08.2022
Customer Service Representative
United Healthcare Group
05.2016 - 08.2019
Customer Service Representative
Liberty Utilities
10.2015 - 04.2016
Bachelor of Arts - Religious Studies
Florida International University
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