
Timeline
About me
Regional Director at Fidelity Investments
Education

Bryant university
2013 - 2017Bachelor’s degree finance and applied analytics 3.2Activities and Societies: Bryant University Men's Rugby Club Big Brother Big Sisters RI Relay for Life Applied Analytics Club
Experience

Berling & associates
Jun 2016 - Jul 2016InternWorked underneath an established Financial Adviser as an intern. I sat in on client meetings than ranged from a number of topics pertaining to the clients financial situation. Here I learned the importance of maintaining a strong and healthy relationship and what it means to be a trusted adviser.

Barnum financial group
Jun 2016 - Jul 2016InternAs an intern, I rotated through different departments of the asset management firm that included; operations, talent acquisition, and wealth strategies division. I also was tasked with creating a hypothetical investment portfolio designed for the specific needs the client. Another task that was assigned during my time as an intern was to produce a financial plan for a hypothetical family and then presenting the plan in a mock meeting.

Fidelity investments
Oct 2017 - nowRegional Director
Mar 2024 - nowSenior Regional Investment Consultant
Aug 2021 - nowRegional Investment Consultant
May 2019 - Aug 2021Investment Associate
Oct 2017 - May 2019
Licenses & Certifications

Base sas 9 programming
Bryant universityApr 2017.webp)
Series 7
Finra (financial industry regulatory authority)
Series 63: uniform securities agent state law examination
NsaaDec 2017
Bloomberg market concepts
Bloomberg institute, bat campus ambassadorsMar 2017
Volunteer Experience
Mentor
Issued by Big Brothers Big Sisters of America on Sept 2015
Associated with Brenden GayowskiFundraising Volunteer
Issued by Relay For Life - Bryant University on Apr 2016
Associated with Brenden Gayowski
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