Connor Cigrand
Financial Representative at Fidelity Investments
- Role
- Financial Representative at Fidelity Investments
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Connor Cigrand
Relationship Manager at Fidelity Investments in Naperville, Illinois. Received Bachelor’s…
Experience
Financial Representative
Jun 2024 — Present · Naperville, IL, US
Assisted clients with account management and complex service needs- Worked alongside financial advisors in conducting financial planning meetings with clients- Ensured branch operations were conducted efficiently while staying compliant to laws and regulations- Connected prospective clients with financial advisors- Demonstrated prolific communication to clients in person and over the phone- Obtained SIE, Series 7, Series 66, Illinois Life and Health insurance licenses
Education
Iowa State University - Ivy College of Business
Bachelor's degree, Finance
Comm High School Dist 99 - South High School
High School Diploma
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