Alexandra Shipley
Aspiring Financial Advisor and MBA Candidate
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Alexandra Shipley
Alexandra (Lexi) Shipley graduated from Utah Valley University with a bachelor\'s degree…
Experience
Customer Relationship Advocate
May 2024 — Present · Salt Lake City, UT, US
Provide personalized service to clients over the phone, addressing a wide range of financial needs including trading support, account inquiries, and money movement∘ Deliver clear, compliant communication while assisting clients with account maintenance and investment-related transactions∘ Built foundational expertise in financial services through intensive training and hands-on client interaction∘ Earned FINRA Series 7 and Series 63 licenses to deepen industry knowledge and enhance client support capabilities
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