Will Bodnar
Rollover Specialist @ Fidelity Investments | M.S. Candidate @ Texas Tech | SIE, Series 7, Series 63
- Role
- Rollover Specialist at Fidelity Investments
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Will Bodnar
I bring my personality to every interaction and thrive as an energetic leader who actively listens and adapts to any situation. A collaborative team player, my goal is always to leave stakeholders better than I found them.I earned my B.A. in Communication Studies with a Minor in Marketing from the University of North Texas. Currently, I\'m an M.S. candidate in Personal Financial Planning at Texas Tech, and I hold the SIE, Series 7, and Series 63 financial licenses. My CliftonStrengths are Woo | Communicator | Developer | Input | Includer.Outside of my professional life, I enjoy spending time with loved ones, traveling, and volunteering in my local community. Let\'s connect!
Experience
Rollover Specialist
Dec 2024 — Present · Westlake, TX, US
I partner with our Institutional Sales team, specifically focused on providing white-glove service to Edward Jones advisors, their clients, leading to over $20M in retained assets for the firm on a monthly basis.
Education
Hebron High School
High School Diploma
University of North Texas
Bachelor of Arts - BA, Communication Studies, Minor in Marketing
2017 — 2021
Texas Tech University
Master of Science - MS, Personal Financial Planning
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