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Filipe Sousa

Filipe Sousa

Sales Associate

Followers of Filipe Sousa614 followers
location of Filipe SousaSmithfield, Rhode Island, United States

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  • Timeline

  • About me

    CRA at Fidelity Investments

  • Education

    • Bryant University

      2019 - 2023
      Bachelor's degree Finance, minoring in economics & psychology

  • Experience

    • PACSUN

      Nov 2018 - Aug 2020
      Sales Associate

    • Mike Brown Law

      May 2021 - Aug 2021
      Paralegal intern

    • Bryant University Archway

      Jan 2023 - May 2023
      Yield Curve Strategist

      - Admitted into program responsible for managing a fixed income portfolio with $790,000 worth of assets - analyzed and reported on yield curve developments to discuss and arrange short term investment strategies for the upcoming semester to outperform our AGG benchmark.

    • Fidelity Investments

      Jul 2023 - now
      Customer relations advocate

      Communicated effectively with clients to accurately place trades, provide quotes, and solutions in portfolios exceeding $1,000,000.00, while educating them on the features of securities. - Collaborated across departments to provide viable products for Fidelity Clients. - Obtained SIE, Series 7 & 63 exams upon the first attempt of taking them.

  • Licenses & Certifications