Isaac Velez
Customer Relationship Advocate @Fidelity Investments
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WORK HISTORY
Customer Relationship Advocate @Fidelity Investments
Salt Lake City, UT, US
Provided outstanding customer service to valued clients, efficiently resolving a broad range of financial needs with professionalism and rapport.Successfully obtained FINRA SIE, Series 7, and Series 63 licenses, demonstrating strong aptitude and dedication to mastering complex financial concepts.
EDUCATION
The University of North Carolina at Chapel Hill
Bachelor's degree, Psychology
The American College of Financial Services
Certified Financial Planner (CFP), Financial Planning and Services
North Carolina School of Science and Mathematics
High School Diploma, General Studies
Grimsley High School
General Studies
ABOUT ISAAC VELEZ
I didn\'t start my career staring at stock charts. I started by studying how people…
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