Sean Howard
Investment Consultant @Fidelity Investments
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WORK HISTORY
Investment Consultant @Fidelity Investments
Bellevue, WA, US
Conducted financial planning meetings with retail households up to $1mm AUM, sourced new business through outbound calls, and developed customized financial plans.• Collaborated with peers for client referrals, stayed updated on market changes, and made recommendations to clients using Fidelity\'s financial planning products.• Owned the entire client experience from initial contact to implementing goal-based financial recommendations, ensuring every client felt understood and taken care of.
EDUCATION
Washington State University - Carson College of Business
Bachelor of Arts - BA
SKILLS
ABOUT SEAN HOWARD
Retirement Plan Advisor | Empower
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