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Alex Meadows

Lead-Teller Operations Specialist

341 followers

Denver, Colorado, United States

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Timeline
About me
Client Service Manager at Fidelity Investments
Education
- University of Colorado Boulder
  2016 - 2017
  Geology/Earth Science, General
- Colorado State University Global
  2017 - 2020
  Bachelor’s Degree Business Administration and Management, General
Experience
- JPMorgan Chase Bank, N. A.
  Dec 2016 - Sept 2017
  Lead-Teller Operations Specialist
- JPMorgan Chase Bank, N. A.
  Sept 2018 - Sept 2020
  - Relationship Banker - Small Business Specialist
    May 2019 - Sept 2020
  - Personal Banker
    Sept 2018 - May 2019
- Fidelity Investments
  Sept 2020 - now
  - Client Service Manager
    Aug 2023 - now
  - Help Desk, Workplace Planning and Advice
    Feb 2022 - Aug 2023
  - Workplace Planning Consultant II
    Aug 2021 - Feb 2022
  - Workplace Planning Consultant I
    Apr 2021 - Aug 2021
  - Workplace Planning Associate
    Sept 2020 - Apr 2021
Licenses & Certifications
- Series 10
  FINRA
  Apr 2022
- Series 9
  FINRA
  Jun 2022
- Series 66
  FINRA
  Jan 2021
- Securities Industry Essentials (SIE)
  FINRA
  May 2019
- Series 7
  FINRA
  Dec 2020

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