Nicholas Conti
Durham
Summary
To continue my passion for learning as much as possible about financial markets, while helping clients to achieve their financial goals. I enjoy building relationships and working with clients of all financial situations to provide a sense of assurance when it comes to investing and planning for retirement.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
11.2022 - Current
- Achieved Successful performance review.
- Selected for quarterly excellence in action award.
- Took on team administrator role, helped organize team agenda, gave market updates.
- Assisted clients with account services and maintenance.
- Learned Fidelity’s operations and the value it provides to clients.
Trading Specialist 1
Fidelity Investments
10.2024 - 2025
- Managed high-pressure situations calmly and effectively, ensuring timely execution of trades and maintaining client satisfaction.
- Educated clients on derivate trading and margin trading.
- Traded precious metals and preferred stocks.
Licensed Insurance Agent
Bankers Life
02.2022 - 09.2022
- Educated Clients on retirement planning and Medicare Supplement plans.
- Reviewed clients’ financial situations for planning opportunities.
- Presented solutions for retirement issues including annuities, life insurance, and short-term care.
- Achieved $500,000 in annuity business.
Commercial Real Estate Broker
Synergy Commercial Properties
02.2021 - 10.2021
- Represented tenants and landlords in lease agreements.
- Provided clients detailed information about properties from Gis data and government records.
- Valuated properties with comparison, DCF, income and brokers opinion of value approaches.
- Followed demographics and real estate market trends locally and nationally.
- Utilized Crexi platform to market listings, search properties, and connect with clients.
- Designed Flyers property specific marketing packages.
Education
Bachelor of Science - Business Administration: Finance, Minor: Accounting
Elon University Martha and Spencer Love School of Business
02.2020
Skills
- Product knowledge
- Customer education
- Conflict resolution
- Goal setting
- Resourcefulness
- Adaptability
- Problem-solving
- Excellent communication
- Understanding customer needs
- Customer relations
Certification
SIE, Series 7, Series 63, NC real estate and insurance licensed
Timeline
Trading Specialist 1
Fidelity Investments
10.2024 - 2025
Customer Relationship Advocate
Fidelity Investments
11.2022 - Current
Licensed Insurance Agent
Bankers Life
02.2022 - 09.2022
Commercial Real Estate Broker
Synergy Commercial Properties
02.2021 - 10.2021
Bachelor of Science - Business Administration: Finance, Minor: Accounting
Elon University Martha and Spencer Love School of Business
Relevant Coursework
Real Estate Finance, Investments, Advanced Managerial Finance, Financial Markets and Institutions, Intermediate Macroeconomic Theory, Marketing Research, Strategic Management, Consumer Behavior