Wesley Wilson
St. Petersburg
Summary
Seasoned Financial Representative with background in financial planning, portfolio management, and client relationship building. Skilled in analyzing complex financial data, identifying investment opportunities and providing sound financial advice to clients. Leveraged strengths in strategic planning to impact overall business profitability in previous work. Possess strong communication skills with ability to build rapport quickly, fostering long-term relationships.
Overview
10
10
years of professional experience
Work History
Relationship Manager
Fidelity Investments
Sarasota
06.2025 - Current
- Developed strong client relationships through regular communication and personalized services.
- Managed client accounts, ensuring timely responses to inquiries and service requests.
- Collaborated with cross-functional teams to address customer needs and enhance service delivery.
- Conducted market research to identify trends and inform relationship management strategies.
- Facilitated training sessions for team members on best practices in client engagement.
- Leveraged CRM systems to track interactions, manage accounts, and streamline processes.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
President
The Wilson Foundation
Vero Beach
03.2021 - Current
- Advised senior executives on approaches for resolving complex issues impacting operations.
- Developed and executed strategic plans to support the vision of the organization.
- Created effective communication strategies between management team members and employees at all levels of the organization.
- Ensured compliance with federal, state, and local laws related to employment practices.
- Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Implemented process improvement procedures that resulted in cost savings across the board.
- Negotiated contracts with vendors for services, products and supplies.
- Organized special projects such as corporate events or marketing campaigns.
Financial Representative
Fidelity Investments
Vero Beach
06.2023 - 06.2025
- Assisted clients in understanding complex investment concepts and terminology.
- Processed applications for new accounts in a timely manner.
- Analyzed customers' existing accounts and recommended changes or additional adds to account information
- Extended current client relationships with Financial Consultants
- Performed research on new financial products available in the market.
- Advised clients on how best to diversify their investments while minimizing risks associated with them.
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
- Provided timely responses to customer inquiries about financial products and services.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Fully trained in Fidelity tools/technology (PGC, Salesforce, FocusPoint, Fidelity.com ect)
- Completed Fidelity FSR program
Buyer's Assistant
Fanatics
Jacksonville
02.2020 - 02.2021
- Entered new purchases into Dax/DemandMade to keep records updated.
- Vetted suppliers' prices, quality and delivery speed to help select optimal vendors.
- Drove customer feedback to deliver information to management for corrective action.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Identified needs of customers promptly and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Reviewed and approved vendor invoices.
- Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
- Kept inventory within ideal minimum and maximum levels with skilled management.
- Investigated and analyzed client complaints to identify and resolve issues
Senior Event Manager
Greater Orlando Sports Commission
Orlando
10.2015 - 01.2020
- Organized venues, budgets, guest lists, catering and event timelines. Managed multiple $500,000 event budgets per year.
- Maintained adherence to client-event requirements through delegation, prioritizing and management of production phases from concept to execution.
- Executed various hotel/venue contracts and drove event revenue through various commission programs.
- Met with potential clients to perform site inspections and give tours of facility, meeting rooms and offered activities.
- Developed relationships with vendors to facilitate quality service at competitive rates while maintaining financial responsibility within budgets.
- Created detailed timelines for events based on scope of work required by each department involved in process.
- Reserved space, equipment and personnel needed to facilitate events.
- Attended and participated in industry events.
- Paid and settled vendors, venues, staff and contracted services.
- Coached and counseled employees to reflect company service standards and procedures.
- Sourced speakers and special guests for wide range of corporate, industry and charitable events.
Education
Bachelor of Science - Business Administration
University of North Florida
Jacksonville, FL08.2015
Series 7 - Finance
FINRA
Finance - Series 66
NASAA
FL 2-15 Life, Health, Variable Annuities
Florida Department of Financial Services
Skills
- Florida Licensed Real Estate Agent
- Proficient in Microsoft Office
- National Association of Realtors
- Excellent communicator
- Salesforce Training
- Planning & Guidance Center Training
- Retail sales customer service
- Financial Planning
- Account Management
- Transaction Management
- Appointment Scheduling
- Relationship Building
- Presentation Development
- Investment strategies
Affiliations
- Member, Alumni Association
- Member, Small Business Association (2017 - present)
- Vice President Bill and Billy Wilson Foundation
- Vice President Shawn O’Dare Foundation
- Board Member The Reunion Club INC
Timeline
Relationship Manager
Fidelity Investments
06.2025 - Current
Financial Representative
Fidelity Investments
06.2023 - 06.2025
President
The Wilson Foundation
03.2021 - Current
Buyer's Assistant
Fanatics
02.2020 - 02.2021
Senior Event Manager
Greater Orlando Sports Commission
10.2015 - 01.2020
Bachelor of Science - Business Administration
University of North Florida
Series 7 - Finance
FINRA
Finance - Series 66
NASAA
FL 2-15 Life, Health, Variable Annuities
Florida Department of Financial Services