Michael Shambach
Financial Services Professional
- Role
- Investment Solutions Representative at Fidelity Investments
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Investment Solutions Representative
Feb 2023 — Present · Austin, TX, US
Initiated account opening and transfer asset requests for clients, ensuring seamless transactions.• Engaged in investment conversations to understand clients\' financial goals and provided tailored recommendations.• Recommended fixed income and mutual funds solutions to meet clients\' needs, enhancing satisfaction and retention rates.
Education
Susquehanna University
Bachelor's degree, Political Science and Government
Skills
- Staff Development
- Community Outreach
- Fundraising
- Youth Development
- Politics
- Program Evaluation
- Powerpoint
- Microsoft Excel
- Public Speaking
- Grant Writing
- Event Planning
- Community Organizing
- Program Development
- Workshop Facilitation
- Microsoft Word
- Nonprofits
- Grants
- Volunteer Management
- Research
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