Testing and Reporting Specialist IV at Fidelity Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work:
Fidelity Investments - Convington, KY since Sep 2012
Testing and Reporting Specialist IV
Fidelity Investments Jan 2010 - Oct 2012
Relationship Manager with Private Client Group
Fidelity Investments Jun 2008 - Jan 2010
Financial Service Representative
Fidelity Investments Dec 2006 - Jun 2008
Brokerage Specialist
Fidelity Investments Oct 2003 - Feb 2005
Customer Service Specialist
Education:
Northern Kentucky University 2010 - 2013
Master, Accounting
Northern Kentucky University 2000 - 2005
Bachelors of Science, Business Management
Skills:
Investments Financial Analysis Series 63 Insurance Process Improvement Series 7 Strategic Financial Planning Mutual Funds Asset Managment Data Analysis Leadership Retirement Customer Service Sales Strategic Planning