Tyler Griffiths
Jacksonville,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Investment Solutions Representative
Fidelity Investments
10.2022 - Current
- Converting service into sales utilizing consultative sales techniques and goal-based financial planning to address investment needs
- Helping both the layperson and the savvy investor understand market conditions, financial planning concepts, equities and fixed income concepts, insurance and any security or market force that could impact their financial plan
- Utilized both inbound and outbound leads.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
High Net Worth Service Associate
Fidelity Investments
08.2022 - 10.2022
- Educate customers and provide solutions based on knowledge of managed investment products
- Trade equities, mutual funds, and options for client accounts
- Help clients manage and maintain healthy margin accounts when borrowing from broker
- Communicate with various departments within organization to service customer accounts.
- Maintained accurate records of customer interactions, ensuring consistency in service delivery.
Customer Relationship Advocate
Fidelity Investments
11.2021 - 08.2022
- Passed the FINRA Series 7, General Securities License
- Passed the FINRA Series 63, Uniform Securities State Law License
- Extremely efficient in handling customer needs demonstrated by 6.32 CPH.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Infantry Mortarman
United States Marine Corps
03.2018 - 10.2021
- Supervised the overall firing and safety data of mortar ranges
- Conducted and supervised morning physical fitness for upwards of 30 Marines
- Maintained accountability of squad of 9 Marines and their gear at all times.
Bar Manager
Coliseum Night Club
10.2015 - 03.2018
- Estimating product demand and stocking product throughout club
- Responsible for the nightly handling, inventorying and securing of cash in excess of $30,000
- Scheduling and managing weekly schedule of upwards of 30 employees.
Education
Bachelor of Science in Criminology -
Florida State University
Tallahassee, FL01.2017
Associate of Arts - Business Administration
Santa Fe College
Gainesville, FL07.2015
Skills
- Client Relations
- Product and Service Sales
- Attention to Detail
- Time Management
Affiliations
- The Church of Eleven22, 03/2022, Current, Volunteer
- Phi Sigma Kappa Fraternity, 08/2016, 08/2017, External Vice President
- Phi Sigma Kappa Fraternity, 01/2016, 05/2016, Member at Large
Timeline
Investment Solutions Representative
Fidelity Investments
10.2022 - Current
High Net Worth Service Associate
Fidelity Investments
08.2022 - 10.2022
Customer Relationship Advocate
Fidelity Investments
11.2021 - 08.2022
Infantry Mortarman
United States Marine Corps
03.2018 - 10.2021
Bar Manager
Coliseum Night Club
10.2015 - 03.2018
Bachelor of Science in Criminology -
Florida State University
Associate of Arts - Business Administration
Santa Fe College
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