Jimmy Thomas

Customer Relationship Advocate for Fidelity

Role
Customer Relationship Advocate at Fidelity Investments
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jimmy Thomas

As a Customer Relationship Advocate with Fidelity Investments, I am currently going through the process of acquiring proper licensing for my role. By the end of this process I will have completed the Securities Industry Essentionals Exam (SIE), Series 7, and Series 63. I am a lifelong athlete and competitor, and I constantly strive to reach the top in everything I do. Additionally, I previously held various roles to help advance the success of our student-run company, Flyer Enterprises including divisional Director of Marketing and Human Resources and Accounts Payable Team. In these roles I have learned effective communication strategies with both peers, and those with more experience than myself. I also have advanced experience in social media marketing, market research, and analytical research through course capstones I have completed at UD and work experiences highlighted below.

Experience

  1. Customer Relationship Advocate

    Fidelity Investments

    Aug 2024 — Present · Covington, KY, US

Education

  • University of Notre Dame - Mendoza College of Business

    Master of Science - MS, Business Analytics

  • University of Dayton

    B.S. in Business Administration, Finance, Business Economics, and Marketing

    2020 — 2024

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Jimmy Thomas — Customer Relationship Advocate at Fidelity Investments in Cincinnati, OH, US | Unifers