Jessica Cruz
Managing Director @Fidelity Investments
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WORK HISTORY
Managing Director @Fidelity Investments
Tampa, FL, US
EDUCATION
University of Florida - Warrington College of Business
Bachelor of Science - BS, Finance, General
University of Tampa - John H. Sykes College of Business
Master's of Science in Finance
ABOUT JESSICA CRUZ
Candidate for CERTIFIED FINANCIAL PLANNER™ certification, CFP® BoardI am an experienced professional with a career-long record of wealth management and financial consulting experience. Recognized for demonstrating a natural aptitude for providing financial consulting and recommendations to clients to exceed their objectives, as well as for conducting extensive financial analysis and for overseeing the creation of financial plans, I have a verifiable history of contributing directly to company success throughout my career. Professional focal points include consultative selling, relationship management, team leadership and collaboration, customer service, strategic planning, risk management, solutions development, asset management, performance improvement, portfolio analysis and management, financial and retirement analysis, consulting, and project management. Delivering superior performance on the latter areas of expertise requires utilization of effective communication and interpersonal skills, as well as financial acumen, attention to detail, and problem-solving to support maximum success. Colleagues describe me as a driven, energetic, precise, down-to-earth, analytical, and financial consulting expert who can be relied on to offer superior operations and solutions that deliver profitable results.
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