Owen Ayotte
Charlton
Summary
Financial professional with extensive experience in finance and business economics. Proven track record of cultivating strong client relationships, resulting in increased referrals and client growth. Strong time management skills demonstrated through successful balancing of CFP education and professional responsibilities. Effective communicator with experience in high-pressure financial settings.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Financial Representative
Fidelity Investments
Greenwich
05.2026 - Current
- Assisted 20 to 30 clients daily at investor center, addressing service requirements to enhance client satisfaction.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base in the branch.
- Streamlined processes by supporting financial consultants with service-related tasks, improving service delivery.
- Conducted targeted callout's to attract prospective clients, enabling financial consultants to engage and expand client base.
Financial Service Representative
Fidelity Investments
Connecticut
07.2025 - 04.2026
- Gained expertise in investment strategies and market trends to support high net-worth clients
- Processed over 60 daily requests for trades, money movement, and asset transfers, ensuring accurate updates to customer information in database
- Delivered exceptional customer service by effectively resolving complex issues in a timely manner
Investor Center Intern
Fidelity Investments
06.2024 - 09.2024
- Acquired knowledge of financial planning methods, including retirement, investment, and estate planning, enhancing ability to support client needs
- Identified client needs and tailored financial solutions during role-play scenarios, demonstrating ability to personalize financial planning
- Presented final project to Branch Leader and V.P. Financial Consultants, effectively communicating concepts learned throughout internship
- Developed strong communication and interpersonal skills through greeting and assisting upwards of 30 clients daily
Education
Minor - Financial Analytics
Sacred Heart University
Fairfield, Connecticut, CT05-2025
Bachelor of Science - Finance & Economics
Sacred Heart University, Jack Welch College of Business
Fairfield, CT05-2025
Skills
- Time management
- Customer relationship management
- Communication skills
- Investment strategies
- Client onboarding
- Attention to detail
- Financial planning
Certification
- Series 7
- Series 66
- SIE
- Excel 2019 Associate
- CFP Candidate 2027
Affiliations
- Division I Wrestling
- Ironman 70.3 2026
- Middle School Wrestling Coach
Timeline
Financial Representative
Fidelity Investments
05.2026 - Current
Financial Service Representative
Fidelity Investments
07.2025 - 04.2026
Investor Center Intern
Fidelity Investments
06.2024 - 09.2024
Minor - Financial Analytics
Sacred Heart University
Bachelor of Science - Finance & Economics
Sacred Heart University, Jack Welch College of Business