Tucker N. Dunbar
Manchester
Summary
Dynamic Account Manager at Fidelity Investments with a proven track record in client engagement and digital onboarding. Recognized for innovative solutions and awarded the DC Innovation Sliced Bread Award. Skilled in Salesforce CRM and relationship building, I excel in enhancing customer experiences and driving business development initiatives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Onboarding Account Manager
Fidelity Investments
Merrimack
08.2022 - Current
- Established Pooled Employer Plan 401(k) for small business owners via efficient digital onboarding.
- Proactively engaged with business partners to strengthen communication and address client concerns swiftly.
- Leveraged Salesforce CRM for effective management of client data and interactions.
- Improved client onboarding experience through UX redesign initiatives.
Investment Solutions Representative
Fidelity Investments
Merrimack
10.2020 - 08.2022
- Conducted investment and retirement analysis, guiding clients on products and managed accounts.
- Exhibited comprehensive understanding of financial services market and industry trends.
- Demonstrated strong time management by balancing sales processes from profiling to follow-up.
- Showcased excellent interpersonal skills for effective communication and relationship building.
- Applied robust influencing techniques to enhance client engagement and satisfaction.
Financial Associate – Retirement Brokerage Services
Fidelity Investments
Merrimack
06.2018 - 10.2020
- Working with participants Self-Directed Brokerage in their employer sponsored retirement plans
- Handled Net Unrealized Appreciation transitions on company stock and provided instructions on how to execute
- Executed trades based on participants direction
- Shared an understanding of securities and investment products with plan rules on Self-Directed Brokerage accounts
- Regularly explained and executed complex trade orders
Financial Associate – Multi-product
Fidelity Investments
Merrimack
03.2016 - 06.2018
- Conducted onsite Defined Benefits product demonstrations for Fidelity Japan and Liberty Mutual.
- Navigated complex pension plan rules to enhance customer satisfaction and team efficiency.
- Assisted participants in reviewing information and initiating pension benefits for Defined Benefits Plans.
- Facilitated understanding of Defined Contribution plan rules among participants.
- Supported participants during AT&T and DirecTV benefits merger, ensuring smooth transitions.
Financial Associate – Defined Contribution
Fidelity Investments
Merrimack
08.2015 - 03.2016
- Provided instruction to customers on how to perform certain actions within the retirement account.
- Actively contributed new ideas and thought leadership in the Customer Experience Improvement Program.
- Worked with the team leader and managers to assist teammates in meeting their metrics.
- Educated teammates with the best practices involving soft skills and empathy.
- Consistently reviewed on-going struggle points with the team and reviewed methods to solve customer concerns as effectively as possible.
Financial Representative
Modern Woodmen of America
Concord
10.2013 - 07.2015
- Company Overview: a member-owned fraternal financial services organization
- Previously licensed to sell Health, Life, Disability and Long-Term Care Insurances in NH
- Worked directly with clients reviewing various financial services through Modern Woodmen of America.
- Performed “needs analysis” and planning reviewing financial needs and coverage shortages.
- Recognition: Path to Management winner Q3 of 2014.
- A member-owned fraternal financial services organization
Education
Bachelor’s - Operations and Project Management
Southern New Hampshire University
Manchester, New Hampshire04.2022
Associate’s - Business Administration
New Hampshire Technical Institute
Concord, New Hampshire05.2015
Skills
- Series 7, 65, SIE
- Salesforce CRM
- Client engagement
- Digital Guided Onboarding
- Time management
- Customer relationship management
- Problem solving
- Relationship building
- Business development
- Team collaboration
- Customer service
Certification
- Series 7
- Series 65
Accomplishments
- Exceeded PEP Goal by 30% in 2025
Timeline
Onboarding Account Manager
Fidelity Investments
08.2022 - Current
Investment Solutions Representative
Fidelity Investments
10.2020 - 08.2022
Financial Associate – Retirement Brokerage Services
Fidelity Investments
06.2018 - 10.2020
Financial Associate – Multi-product
Fidelity Investments
03.2016 - 06.2018
Financial Associate – Defined Contribution
Fidelity Investments
08.2015 - 03.2016
Financial Representative
Modern Woodmen of America
10.2013 - 07.2015
Bachelor’s - Operations and Project Management
Southern New Hampshire University
Associate’s - Business Administration
New Hampshire Technical Institute
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