Rawlric Sumner
- Role
- Financial Consultant at Fidelity Investments
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Rawlric Sumner
Young financial professional possessing a Bachelor of Arts in Economics with a…
Experience
Financial Consultant
Apr 2023 — Present
As a Financial Consultant with Fidelity Investments, I assist my clients in delivering peace of mind through financial planning that fulfills the needs of both my clients and their families while also pursuing their short- and long- term goals. This is accomplished through holistic planning, asset organization, consolidation, and implementation of investment strategies.
Skills
- Microsoft Office
- Teamwork
- Data Analysis
- Laboratory Skills
- Technical Writing
- Academic Research
- Public Speaking
- Product Placement
- Data Entry
- Team Management
- Qualitative Research
- Chemistry
- Strategic Planning
- Project Management
- Public Relations
- Brand Development
- Leadership
- Product Marketing
- Management
- Marketing Communications
- Social Media
- Quantitative Research
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