THOMAS A. DEBACKER
Richardson,TX
Summary
Highly motivated financial professional with extensive training in communication strategies. Seeking a position in the financial services industry that will provide an opportunity to serve clients and provide relevant solutions for their financial wellness.
Overview
13
13
years of professional experience
Work History
Central Relationship Manager
Fidelity Investments
Westlake, TX
05.2022 - 04.2026
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Supported financial consultant team through targeted outreach, scheduling appointments and conducting follow-ups to maintain client engagement.
- Provided high-touch personalized service to existing customers, addressing inquiries regarding brokerage, mutual funds, asset allocation and retirement planning.
- Identified opportunities for asset consolidation and introduce clients to specialized products and services.
- Participated in staff meetings to discuss innovative strategies to improve services.
Investment Solutions Representative
Fidelity Investments
Westlake, TX
10.2020 - 05.2022
- Analyzed complex financial data to identify trends and develop actionable insights for use in client recommendations.
- Collaborated with team members to develop innovative strategies for addressing unique client needs and preferences.
- Effectively communicated complex investment concepts to clients in a clear, concise manner that facilitated understanding and decisionmaking.
- Built rapport with clients, establishing trust and fostering loyalty through consistent communication and excellent service.
- Managed inbound and outbound calls on assigned leads, making investment recommendations and facilitating planning conversations.
Participant Service Associate
Charles Schwab
Austin, TX
01.2018 - 06.2020
- Speak with participants of employer-sponsored retirement plans to provide guidance and solutions, including investment education, market conditions and trends
- Perform duties in a fast-paced, inbound service center environment representing Schwab in every phone, email or chat interaction
- Consult with retirement clients to identify needs and offer solutions
- Ask difficult questions, the right questions that can change a participant's future
- Collaborate with business partners to meet the needs of our clients
- Help identify opportunities to bring in new assets to the company
Crew Member
AMC Theaters
Garland, TX
03.2013 - 03.2014
- Customer Service to deliver exceptional experience
- Sales - AMC Stubs membership
- Successfully communicated with all team members to navigate job duties and complete daily tasks.
Education
Bachelor of Arts - Communication
Texas A&M University
College Station, TX12-2017
Skills
- Series 7 license
- Series 66 license
- Customer relationship management
- Strong problem solving ability
- Dedicated team player
- Focused and engaged for positive outcomes
- Advanced communication skills training
Timeline
Central Relationship Manager
Fidelity Investments
05.2022 - 04.2026
Investment Solutions Representative
Fidelity Investments
10.2020 - 05.2022
Participant Service Associate
Charles Schwab
01.2018 - 06.2020
Crew Member
AMC Theaters
03.2013 - 03.2014
Bachelor of Arts - Communication
Texas A&M University