Jonathan Perez
- Role
- Investment Solutions Representative at Fidelity Investments
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Investment Solutions Representative
Jan 2023 — Present
Provide investment advice and create personalized retirement plan analyses to meet specific client needs • Discover opportunities to consolidate client outside assets in order to meet role requirements of bringing 1.6 million dollars into the firm each week • Became FINRA Series 66 licensed
Skills
- Fundraising
- Microsoft Word
- Sales
- Public Speaking
- Customer Service
- Crisis Management
- Critical Thinking
- Powerpoint
- Leadership
- Team Leadership
- Event Planning
- Teamwork
- Social Media
- Program Management
- Entrepreneurship
- Initiator
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