Claire Spring

Investment Consultant

Role
Investment Consultant at Fidelity Investments
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Claire Spring

Effective communication is the key to increasing growth and reaching goals within a business. With my past in financial planning and guidance, I have learned the best ways to deal with others in order to evaluate potential solutions in which everyone is happy. I have learned how to navigate solutions to align my clients to reach any financial goals they have. I utilize digital tools in order to stay organized and keep me up to date on new ways I can best serve clients. My roles have taught me analytical skills, dedication, and productivity. I pride myself in my ability to adapt to new ideas and am constantly looking for new things to learn. I feel that my curiosity for the financial market is an aspect of me that grows toward efficiency in my career.

Experience

  1. Investment Consultant

    Fidelity Investments

    Oct 2025 — Present

Education

  • Texas State University

    Bachelor of Business Administration - BBA, Finance, General

    2018 — 2021

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Claire Spring — Investment Consultant at Fidelity Investments in Dallas, TX, US | Unifers