Abi Singaram

Experience

• 

  Fidelity Investments

  Dec 2021 - now

  -Worked with the Private Client Group and Premium Clients owning $250k+ in investments and those with managed accounts. -Partnered with clients, financial consultants, and client relationship managers to execute complex investment and service needs. Educated on and placed trades for equities, mutual funds, ETFs, and options for clients, with both cash and margin, and 100% trade accuracy.-Cultivated and maintained relationships with clients while empowering them to achieve their financial goals.

  • Digital Brokerage Services Analyat

    Feb 2023 - now

  • High Net Worth Associate

    Oct 2022 - Feb 2023

  • Customer Relationship Advocate

    Dec 2021 - Oct 2022