Paul W.
Financial Consultant i @Fidelity Investments
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WORK HISTORY
Financial Consultant i @Fidelity Investments
Walnut Creek, CA, US
I grew up in Walnut Creek, CA and have always gravitated back to the Bay Area. My wife, daughter, and our twin boys love exploring the many great outdoor parks on weekends. I recently completed my MBA at Saint Mary\'s College of CA with an emphasis in Finance to sharpen my skills. As a Financial Consultant I like to get to know my clients on a deeper level through conversation. I enjoy educating my clients on various options and helping them build a plan they can be confident in.
EDUCATION
California State University, Chico
Bachelors of Science, Financial Management and Services
Saint Mary's College of California
Master of Business Administration - MBA, Business Finance
SKILLS
ABOUT PAUL W.
I\'m currently a Financial Consultant I who enjoys working in finance. I am a long-term team player eager to launch new products and technology to grow the company. I have long possessed a passion for running numbers and finding solutions to clients’ complex challenges. I have developed into a strong sales leader that exemplifies success at every turn. Overall I excel in conducting due diligence and upfront client qualification to optimize sales and positively impact the bottom line. 92••••••15 p••••••••@gmail.com CORE COMPETENCIESPipeline Management, Team Mentoring, B2B Relationships, Team TrainingSalesForce, Excel – Intermediate, PowerPoint, Google SuiteSaaS, MS Teams, Zoom Platform, Loan Process Software EDUCATIONSaint Mary’s College, Moraga, CA – 2023Master of Business Administration, emphasis on FinanceCalifornia State University, Chico, CA - Suma Cum Laude Bachelor of Science - Business Administration, emphasis in Finance
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