Zackary Zihal
Jacksonville
Summary
Dynamic professional with extensive experience at Fidelity Investments, excelling in complex trading strategies involving margin and options. Adept at problem-solving and fostering team collaboration, ensuring compliance while maximizing client engagement and retention.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Active Trader Services
Fidelity Investments
08.2019 - Current
- Worked with clients to understand and execute complex option strategies and margin
- Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
- Provided expert guidance on complex financial instruments for clients seeking alternative investment strategies.
- Championed continuous learning initiatives within the team to stay abreast of industry developments and improve skill sets.
- Maximized client satisfaction through prompt resolution of inquiries, proactive communication, and tailored investment recommendations.
- Cultivated deep understanding of regulatory requirements to ensure compliance in all trades.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Car Sales Representative
Arlington Toyota
01.2019 - 08.2019
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Cultivated strong relationships with clients, resulting in numerous referrals and repeat customers.
- Answered telephone and email inquiries from potential customers.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Demonstrated exceptional product knowledge, allowing for personalized recommendations based on customer preferences and requirements.
Customer Service Manager
Publix Supermarkets Store
01.2010 - 12.2018
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Education
GED -
First Coast High School
Jacksonville, FLSkills
- Market analysis
- Trading strategies
- Option strategies
- Risk assessment
- Client relationship management
- Problem solving
- Team collaboration
- Customer service
- Licensed trader
Certification
SIE,Series 7, Series 63
Timeline
Active Trader Services
Fidelity Investments
08.2019 - Current
Car Sales Representative
Arlington Toyota
01.2019 - 08.2019
Customer Service Manager
Publix Supermarkets Store
01.2010 - 12.2018
GED -
First Coast High School
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
Patty BarkerPatty Barker
Client Services Team Leader at Fidelity InvestmentsClient Services Team Leader at Fidelity Investments
Nicole UbillusNicole Ubillus
Workplace Planning Consultant at Fidelity InvestmentsWorkplace Planning Consultant at Fidelity Investments
Tracey TaylorTracey Taylor
Lead Medical Assistant at Angel Kids PediatricLead Medical Assistant at Angel Kids Pediatric