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As a 16 year Fidelity veteran with a proven track record, I am well prepared to ascend to a leadership position, and am driven to have a larger impact on the organization.  I have a wealth of planning strategies, sales tips, and best practices that I've learned from talented colleagues and business partners over the years.  I look forward to using these collectively to drive individual representative, branch level, and market-wide goal attainment.  My brand of coaching is uniquely creative and applies in real world scenarios that result in immediate, repeatable success.

Work History

Mar 2009Sep 2015

Financial Consultant/Account Executive

Fidelity Investments - Garden City, NY
  • Earned several Achiever Awards, including for calendar year 2014
  • Produced over $26M in Tier 3 sales for 2014, recently passed $153M in PAS/FPP production for career
  • Established a loyal client base, built highly profitable book mix with currently 38% Tier 3 penetration
  • Served several highly visible coordinator roles, PAS, Practice Management, Campaigns
  • Consistently led branch and market as an early adopter of new business directives. (Blackrock DI, SMA's)
Apr 2007Mar 2009

Designated Financial Planning Consultant (DFPC)

Fidelity Investments - Rockefeller Center, NY
  • 1 of 22 Reps chosen nationwide to pilot the service model that ultimately became todays relationship based book model
  • Finished #3 Overall in DFPC pilot program, receiving highest rating
  • Presented seminars for branch, covering range of topics, including managed money,, quarterly market updates
Nov 2005Apr 2007

Financial Planning Consultant 

Fidelity Investments - Rockefeller Center, NY
  • Multiple Achiever Award winner
  • Developed strong networking relationship with Lehman Brothers HR and employees, drove high levels of production for both myself and the branch
  • Mentored reps across all roles, serving as subject matter expert early on in career
Apr 2001Apr 2005

CSR/Financial Representative (FR1) /Investment Representative (FR2)

Fidelity Investments - Rockefeller Center, NY
  • Successfully engaged clients and prospects regarding Fidelity's platform and competitive advantages, transitioning to the best serice model
  • Delivered world class customer service to Fidelity's clients
Aug 1999Apr 2001

Senior Service Specialist 

Fidelity Investments Institutional Services (FIIS)
  • Placed high volume trades for the Bank/Trust Co. channel
  • Serviced B/D channel with trade execution and service requests


Sep 1995Jun 1999

B.S. Business Management 

University of Rhode Island 

Cirriculum:  FInance, Accounting, Management, Economics