William Sexton
Milton
Summary
Hard working financial services professional with a strong background in client relationships and financial products. Proven ability to build trust with clients, explain complex financial concepts clearly, and drive long-term business growth. Eager to bring strong communication and analytical skills to a financial sales team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relations Advocate
Fidelity Investments
03.2025 - Current
- Provide exceptional customer service when trading equities, options, and mutual funds for clients.
- Worked with different business units across Fidelity with the transfer of assets and trade execution.
- Served as the first point of contact for Fidelity Customers looking for answers to their financial situation.
Paralegal
Louison, Costello, Condon & Pfaff
12.2022 - 03.2025
- Assisted defense attorney with trial preparation by analyzing and indexing documents produced by opposing counsel.
- Created spreadsheets of findings to assist during depositions and trials.
Analyst Intern
Capstone Partners
01.2022 - 11.2022
- Worked alongside analysts creating spreadsheets and PowerPoints utilized to assist in the process of mergers and acquisitions.
- Conducted market research to identify emerging industry trends and opportunities.
Education
BBA - Finance
University of Massachusetts, Boston
Boston, MA01-2025
High School Diploma -
Boston College High School
Dorchester, MA04-2019
Skills
- Excel
- Powerpoint
- UFT
- Salesforce
- Python
- Client Representation
Certification
Securities Industry Essentials (SIE), Finra Series 7, Series 63
Timeline
Customer Relations Advocate
Fidelity Investments
03.2025 - Current
Paralegal
Louison, Costello, Condon & Pfaff
12.2022 - 03.2025
Analyst Intern
Capstone Partners
01.2022 - 11.2022
BBA - Finance
University of Massachusetts, Boston
High School Diploma -
Boston College High School
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