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
General Business & ManagementView LinkedIn profile

About Devon Maxey

We provide a variety of outstanding services by offering advice in planning for…

Experience

  1. Workplace Planning Consultant

    Fidelity Investments

    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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Devon Maxey — Workplace Planning Consultant at Fidelity Investments in Dallas-Fort Worth, TX, US | Unifers