Tatyana Gorski
Oswego,Illinois
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
15
15
years of professional experience
Work History
Financial Consultant
Fidelity Investments
Schaumburg, IL
03.2016 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Worked with clients to support understanding of rationale and details of financial strategies
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
Investment Consultant
Fidelity Investments
Schaumburg, IL
03.2015 - 03.2016
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Gathered data and built financial models around key metrics
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
Financial Representative
Fidelity Investments
Schaumburg, IL
09.2014 - 03.2015
- Compile information about new accounts, enter account information into computers, and file related forms or other documents
- Answer customers' questions, and explain available services such as deposit accounts, bonds, funds
- Contact prospective customers to determine customer needs, present information, or explain available services
- Assist Financial advisors with their clients' needs
- Handled incoming payments and outgoing disbursements
- Increased customer service rates by working closely with clients to resolve issues quickly and accurately
Sales Representative
Silverleaf Resorts
South Lee, MA
08.2005 - 01.2012
- Build relationships with customers to promote long term customer satisfaction
- Trained and mentored new sales representatives.
- Boosted brand awareness, implemented promotional campaigns and employed sales tactics as part of territory development.
Education
Bachelor of Science - Business Administration
Massachusetts College of Liberal Arts
North Adams, MAMaster of Business Administration -
Aurora University
Aurora, IL05.2016
Skills
- CFP®
- Series 7
- Series 66
- Life and Health insurance
Timeline
Financial Consultant
Fidelity Investments
03.2016 - Current
Investment Consultant
Fidelity Investments
03.2015 - 03.2016
Financial Representative
Fidelity Investments
09.2014 - 03.2015
Sales Representative
Silverleaf Resorts
08.2005 - 01.2012
Bachelor of Science - Business Administration
Massachusetts College of Liberal Arts
Master of Business Administration -
Aurora University