Kollin Ainsworth
Customer Relationship Advocate @Fidelity Investments
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WORK HISTORY
Customer Relationship Advocate @Fidelity Investments
Salt Lake City, UT, US
Passed Securities Industry Essentials exam and acquired Series 7 and Series 63 licenses.• Engaged in, on average, 20-30 incoming client calls per day, performing basic client profile updates and maintenance and facilitating monetary transactions and securities purchases/sales. Also educated and clarified to clients about investment products and procedures according to Federal regulation and company-specific policy. • Maintained 100% order-placement accuracy up to the present date. Recognized on cohort leaderboard for most error-free trades placed in July 2024.
EDUCATION
Brigham Young University - Idaho
Bachelor of Science - BS, Business Management, emphasis in Entrepreneurial Management
New York University
Certificate
SKILLS
ABOUT KOLLIN AINSWORTH
I obtained my Bachelor’s Degree at the end of 2021 from Brigham Young University-Idaho…
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