Tarick Odeh

About Tarick Odeh

Empowering clients with tailored financial strategies that evolve with life. I specialize in collaborative, needs-based planning that fosters growth, protects assets, and reflects each client’s unique goals and risk profile. My mission is to build lasting relationships and guide individuals toward enduring financial success.

Experience

1. Financial Consultant

   Fidelity Investments

   Sep 2023 — Present · Durham, NC, US

   Works collaboratively with multiple business specialists within the Regional Center and across the field network to meet the client\'s broad investment needs. Nurtures relationships with existing client base and prospective clients.• Adept using motivational skills and leadership qualities to provide the appropriate investment solutions to existing clients and help expand the acquisition of new clients.• Demonstrates a deep understanding of financial markets and can effectively simplify complex financial concepts while building rapport and credibility with High-Net-Worth clientele.• Has keen entrepreneurial spirit and experience to drive effectiveness and efficiency working independently, within the infrastructure of a large organization.• Brings strong technological acumen and comfort with learning how to use new tools, exceling in paperless work environment by leveraging technology.• Thoughtfully introduces clients to different investment strategies and brings together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to act.• Uses extraordinary listening and communication skills, confident public speaking, and group dynamics.• Collaborates with multiple business partners allows to craft an unsurpassed customer experience to meet the client’s broad range of ever-changing investment needs.

Education

• University of Liverpool Management School

  Master of Business Administration (MBA), Finance, General

  2017 — 2019

• Liberty University

  Bachelor's degree, Finance, General

  2010 — 2014

Skills

• Retirement Accounts
• Health Insurance
• Government Bonds
• Teamwork
• Mutual Funds
• Insurance
• Portfolio Construction
• Social Media
• Life Insurance
• Microsoft Excel
• Powerpoint
• Finance
• Umbrella Insurance
• Process Improvement
• Equities
• Convertible Bonds
• Private Banking
• Technical Analysis
• Portfolio Management
• Investments
• Marketing
• Risk Measurement
• Social Networking
• Inventory Management
• Variable Annuities
• Strategic Planning
• Taxation
• Microsoft Office
• Sales
• Time Management
• Customer Relationship Management (Crm)
• Financial Services
• Customer Service
• High Yield Bonds
• Fixed Annuities
• Performance Bonds
• Equity Valuation
• Municipal Bonds
• Titling
• Income Strategies