Javier Diaz
- Role
- Investor Center Planning Consultant at Fidelity Investments
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Javier Diaz
As a Investment Management Consultant with experience spanning multiple roles in the…
Experience
Investor Center Planning Consultant
Apr 2021 — Present
Delivered a world-class planning experience by understanding clients’ goals, financial situations, and needs to implement various investment solutions, including managed accounts, estate planning, insurance products, and income planning- Devised and implemented a client engagement strategy that identified opportunities for deeper relationships through asset consolidation, referrals, and plan implementations- Facilitated Planning Consultant and Relationship Manager meetings for 10+…
Skills
- Video Editing
- Xcode
- Rowing
- Iweb
- Microsoft Excel
- Running
- Adobe Premiere
- Final Cut Pro
- Microsoft Word
- Film Editing
- Public Speaking
- Spanish
- Microsoft Office
- Ios
- Powerpoint
- Promotions
- Apple Motion
- Social Media
- Economics
- Data Analysis
- Apple Os
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