Kimberly Cote
USC mom. Go Trojans. NDGAA groomer. Owner of @ahairyhound.com email: [email protected]
- Role
- Financial Representative at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kimberly Cote
Experienced Financial Representative with a demonstrated history of working in the financial services and insurance industries, Client relationship building and retention, skilled in negotiation and presentation, sales, marketing, professional services, and management that delivers beyond set quotas. Strong sales professional within big pharma, automotive and finance back ground.
Experience
Financial Representative
Jun 2021 — Present · Providence, RI, US
Team member providing assistance to Fidelity\'s most wealthy and valuable clients by helping people save and invest through personal investment accounts and workplace savings plans. Helped to build and maintain long-term realtionships with customers, helping them navigate the full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
Education
Rhode Island School of Design
Interior Design, Creative IT, Interior Design, Adobe Creative Suite
UMass Boston
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Harvard Extension School
Pre-med, Veterinary Medicine
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