Jackson Spires
Financial Services Representative @Fidelity Investments
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WORK HISTORY
Financial Services Representative @Fidelity Investments
Charlotte, NC, US
Currently undergoing training and licensing while supporting a wide range of branch operations. In branch I assist with resolving client needs, ensuring a high standard of service and satisfaction through efficient handling of requests, transactions, and follow-ups. I participate in client meetings, gaining valuable insight into their goals and how the firm’s solutions align with them. Allowing me to build a strong foundation in client services, operational experience, and financial planning.
EDUCATION
Zagreb School of Economics and Management
Economics
The University of Alabama
Bachelor of Science - BS, Finance and Financial Management Services
ABOUT JACKSON SPIRES
Recent graduate of The University of Alabama’s Culver House College of Business, May…
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