Melanie Lara
Investment Management Consultant I at Fidelity Investments
- Role
- Investment Management Consultant i at Fidelity Investments
- Location
- Riverside, RI, US
- LinkedIn followers
- 500 followers
About Melanie Lara
Highly motivated financial professional with 7+ years of proven experience in financial services• Interests: Retirement planning, estate planning, financial planning, and investment planning • Team player with a strong desire to work collaboratively while ensuring that goals are met
Experience
Investment Management Consultant i
Feb 2025 — Present · Smithfield, RI, US
Conduct annual strategic reviews to ensure clients are invested in appropriate asset allocations • Provide economic market updates on business cycle, investment strategy, and diversification• Uncover areas of opportunity for clients to explore that will benefit their overall plan• Manage work and risk lists effectively by creating tasks and timelines
Education
Florence University of the Arts
Bachelor's degree, Business Administration
2016 — 2016
Johnson & Wales University
Bachelor’s Degree, Business Administration
2014 — 2017
Johnson & Wales University
Master of Business Administration, Finance
2017 — 2018
Skills
- Retail Sales
- Time Management
- Microsoft Excel
- Microsoft Word
- Cash Handling
- Customer Service
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