Kemon Neal
Managed Solutions Consultant @Fidelity Investments
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2021 — Present
Managed Solutions Consultant @Fidelity Investments
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EDUCATION
2009 — 2011
Lamar University
Bachelor’s Degree, Management
2019 — 2020
The University of Texas at Dallas
Master of Business Administration - MBA, Business/Managerial Economics
2017 — 2018
The University of Texas at Dallas
Master of Science - MS, Finance
2021 — 2024
Texas Tech University
Master of Science - MS, Personal Financial Planning
SKILLS
Insurance401(K) Retirement Savings PlansManagementTeam BuildingLeadershipMicrosoft ExcelEtfsWealth ManagementFinancial ServicesPublic SpeakingCustomer Relationship Management (Crm)Portfolio ManagementCustomer ServiceFixed IncomeLong Term Care InsuranceVariable AnnuitiesInvestmentsTrainingClient EducationFixed AnnuitiesRetirement Income StrategiesAsset ManagementStrategic PlanningBankingMutual FundsRoth IraFinancial PlanningMicrosoft OfficeSalesTraditional IraHolistic Financial PlanningRetirement PlanningLife Insurance
ABOUT KEMON NEAL
I am a highly accomplished financial management professional with in-depth business and…
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