Owen Ayotte
Charlton
Summary
Driven and disciplined Division I wrestler, with a diverse academic background in finance, and business economics. Through my experience as a student-athlete, I have developed exceptional time management, leadership, and teamwork skills, while also balancing a rigorous athletic schedule with a challenging academic curriculum.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Fidelity Investments
07.2025 - Current
- Developed knowledge of investment strategies and market trends in a high net-worth environment
- Processed customer requests for trades, money movement, transfers of assets and updating customer personal information in database.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
Investor Center Intern
Fidelity Investments
06.2024 - 09.2024
- Developed strong communication and interpersonal skills through greeting and assisting upwards of 30 clients daily
- Gained understanding of financial planning methods, including retirement, investment, and estate planning
- Learned to identify client needs and tailor financial solutions during role-play scenarios, reinforcing the importance of personalized financial planning
- Presented final project to Branch Leader, V.P. Financial Consultants, and peers, communicating the concepts learned throughout the internship
Education
Bachelor of Science - Finance & Economics
Sacred Heart University, Jack Welch College of Business
Fairfield, CT05.2025
Minor - Financial Analytics
Sacred Heart University
Fairfield, Connecticut, CT05.2025
Skills
- Time management
- Retirement planning
- Communication
- Team Collaboration
- Wealth management
- Customer relationship building
Certification
- Series 7
- Series 66
- SIE
- Excel 2019 Associate
- CFP Candidate 2027
Timeline
Financial Service Representative
Fidelity Investments
07.2025 - Current
Investor Center Intern
Fidelity Investments
06.2024 - 09.2024
Bachelor of Science - Finance & Economics
Sacred Heart University, Jack Welch College of Business
Minor - Financial Analytics
Sacred Heart University