Devon Maxey
Workplace Planning Consultant at Fidelity Investments
- Role
- Workplace Planning Consultant at Fidelity Investments
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Devon Maxey
We provide a variety of outstanding services by offering advice in planning for…
Experience
Workplace Planning Consultant
Jul 2022 — Present · Westlake, TX, US
We provide a variety of outstanding services by offering advice in planning for 401k plans. It is my goal to leave every customer I interact with feeling great about using Fidelity as their broker.
Education
The University of Texas at Dallas
Bachelor's of Science
2013 — 2014
Collin County Community College
Associates of Science
2009 — 2011
Texas Tech University
Bachelor of Business Administration (B.B.A.)
2011 — 2013
Skills
- Teamwork
- Financial Analysis
- Databases
- Emotional Intelligence
- Due Diligence
- Economics
- Comfortable Working Independently
- Finance
- Data Analysis
- Customer Service
- Quickbooks
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Time Management
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