Demitrius Andrellos

North Reading

Summary

Results driven professional with expertise in client relationship management, financial analysis, and regulatory compliance. Proven ability to resolve complex client issues while enhancing overall satisfaction and engagement. Skilled in communicating financial concepts clearly, building trust with clients, and collaborating with cross functional teams to deliver efficient, compliant solutions. Holds Series 7 and 63 licenses, with ongoing pursuit of Series 66 to further deepen advisory capabilities.

Overview

years of professional experience

Certifications

Work History

Client Relationship Advocate

Fidelity Investments

Merrimack

06.2025 - Current

Delivered high quality client support across brokerage, retirement, and cash management accounts, handling trade inquiries, cash movements, and account servicing with accuracy and compliance.
Executed and reviewed equity and mutual fund trades while ensuring adherence to regulatory and firm guidelines.
Resolved complex client issues efficiently while educating clients on key financial concepts, strengthening relationships and overall client satisfaction.

Client Outreach Advocate

Equitable Advisors

Portsmouth

06.2024 - 12.2024

Served as a direct assistant to the Northeast Regional Vice President, supporting strategic initiatives and day to day operations.
Gained exposure to wealth management and strategies including retirement planning, investment solutions, and client relationship management.
Conducted outbound client calls to support prospecting efforts, schedule meetings, and maintain client engagement.

Education

Bachelor of Science - Finance

Bryant University

Smithfield, RI

05-2025

Skills

Client relationship management
Financial analysis
Investment strategies

Regulatory compliance
Data analysis
Effective communication

Certification

Series 7

Timeline

Client Relationship Advocate

Fidelity Investments

06.2025 - Current

Client Outreach Advocate

Equitable Advisors

06.2024 - 12.2024

Bachelor of Science - Finance

Bryant University

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