Adam Dibernardo

Advisory Services Team Leader - Fidelity Investments

Role
Team Leader Advisory Services at Fidelity Investments
Location
Mesa, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Adam Dibernardo

Experienced Supervisor with a demonstrated history of working in the financial services…

Experience

  1. Team Leader Advisory Services

    Fidelity Investments

    Jan 2022 — Present · AZ, US

    Licenses 7, 63, 66, 9, 10-Manage team of Advisors who utilize needs analysis to position products and services that best fit the need and success of clients-Lead Hiring and recruiting to uncover, retain, and promote top tier talent-Develop Associates through 1on1 coaching to call process and consultative sales technique model-Complete audits and reviews to ensure associates are adhering to regulations and guidelines -Coach associates on ways to enhance and retain client relationships-Drive lead generation through best practice sharing and tailored practice plans-Analyze and review data from client surveys and associate experience to uncover potential changes to behaviors and processes

Education

  • University of Phoenix

    Bachelor's degree, Business Management

    2011 — 2013

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