Sales Representative

Guided high net worth clients through the process of setting up and managing cryptocurrency accounts, ensuring compliance with Fidelity's security protocols. Provided education on cryptocurrency investments, blockchain technology, and market trends to help clients make informed decisions. Engaged with clients to identify and assess their existing cryptocurrency holdings outside of Fidelity. Executed targeted sales strategies to increase the adoption of Fidelity's cryptocurrency services among high net worth clients.

Monitored client portfolios with respect to the changing market environment and strategies. Worked with a team of six to assess and develop new banking products in fixed income and equities. Identify and enlist High Net Worth clients through networking. Communicated with compliance to ensure all banking regulations were met for client proposals.