CX Advanced
Robinhood · Dec 2024 – Present
- Advanced client experience role supporting a broad spectrum of retail investors on Robinhood's platform.
- Leverage deep capital markets knowledge to guide clients through complex trading scenarios, options, and margin situations.
- Apply regulatory expertise (Series 7 & 66) to ensure compliant, high-quality client interactions at scale.
Senior Financial Advisor
Thrivent · Oct 2023 – Nov 2024
- Delivered comprehensive financial planning and investment advisory services to a growing client base using CFP® methodology.
- Developed holistic plans spanning retirement, insurance, and wealth accumulation strategies aligned to client values.
- Maintained compliance with Series 7 & 66 licensing requirements across all recommendations and client engagements.
Investment Consultant
Fidelity Investments · May 2022 – Oct 2023
- Consulted with clients on portfolio construction, asset allocation, and investment product selection within Fidelity's platform.
- Translated complex market dynamics and fund performance data into actionable guidance for retail and high-net-worth clients.
- Supported clients through market volatility with education-driven conversations grounded in long-term planning frameworks.
Investment Solutions Rep
Fidelity Investments · Dec 2020 – Apr 2022
- Served as a first point of contact for investment-related inquiries, providing solutions across equities, fixed income, and mutual funds.
- Built foundational expertise in retirement accounts, brokerage mechanics, and Fidelity's proprietary product suite.
- Consistently delivered high client satisfaction scores while meeting compliance and quality standards.
