Haley Szaflik
Trading Execution Specialist III
- Role
- Trading Execution Representative Iii at Fidelity Investments
- Location
- Largo, FL, US
- LinkedIn followers
- 500 followers
About Haley Szaflik
Highly motivated and detail-oriented licensed professional in the financial services…
Experience
Trading Execution Representative Iii
Jul 2021 — Present · Tampa, FL, US
Serviced 30–40 active trader clients daily, consistently exceeding targets by 20–30% and maintaining 100% trade accuracy over entire tenure at Fidelity while educating clients on market best practices, order execution, options strategies, margin risk, and complex products, strengthening client trust and driving engagementTrained Fall 2023 new hires through mentoring, presentations, shadowing, and client simulations; mentored Trader 1 and Client Service reps, enabling 2 of 3 Trader 1 reps to secure roles in Active Trader ServicesUsed non-call time for professional development, expanding product knowledge; selected to assist on the Margin Liquidation Team, enhancing risk management and operational efficiencyGenerated leads for ATS Wealth Planners to grow brokerage business while excelling in Next Best Actions, boosting customer engagement and satisfactionEarned Excellence in Action Award Q2 2025
Education
St. Francis College Preparatory High School
High School
2010 — 2014
Geneva Community High School
High School
2012 — 2013
Indiana University Bloomington
Business Administration and Management, General
2014 — 2015
Creighton University's Heider College of Business
Bachelor's Degree
2015 — 2018
Skills
- Time Management
- Powerpoint
- Management
- Communication
- Event Management
- Strategy
- Marketing
- Leadership
- Strategic Planning
- Public Speaking
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