Yanai Macon
Anaheim,CA
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Fidelity Investments
03.2024 - 05.2024
- Identified potential areas of concern or improvement within a client's portfolio.
- Analyzed financial data to identify opportunities for increasing profitability.
- Educated customers about different types of products available from the company's portfolio.
- Assisted clients in understanding complex financial concepts and instruments.
Supervisor
Somisomi
05.2020 - 08.2023
- Monitored employee productivity levels on a regular basis to identify areas of improvement.
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Ensured compliance with workplace safety regulations by providing training sessions for all staff members.
- Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
Education
Bachelor of Arts - Finance
Washington State University
Pullman, WA12-2023
Skills
- Problem-solving abilities
- Leadership experience
- Communication skills
- Accounting Records
- Compliance Requirements
- Marketing Activities Management
- Investment strategies
- Financial Markets
- Cash Management
- Financial Services
Certification
SIE - Securities Industry Essentials
Timeline
Financial Services Representative
Fidelity Investments
03.2024 - 05.2024
Supervisor
Somisomi
05.2020 - 08.2023
Bachelor of Arts - Finance
Washington State University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Hannah FrancoHannah Franco
Associate at In N OutAssociate at In N Out