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Work Background
Fidelity InvestmentsCustomer Support Specialist I
Feb. 2026Metro Jacksonville- Applied training to navigate complex retirement questions, providing our clients with a subject matter expert
- Professionally and efficiently resolve client questions over chat, meeting clients where they are at
- Process brokerage and money transactions for our high net worth clientele by following procedure while providing excellent customer service
Fidelity InvestmentsCustomer Relationship Advocate
Feb. 2024 - Feb. 2026Metro Jacksonville- Assist clients online with their Fidelity accounts so that they can keep track of their financial goals
- Educate clients about the stock market, trading, investing and Fidelity products and services and how those services fit into their financial plan within the scope of my role
- Clarify account activity for clients and identify next steps for solving account issues
- Collaborate with other teams across the company to find the best solutions for our clients
- Execute common stock, ETF, and mutual fund trades as well as money movements in and out of client accounts
- Participated in Summer Loan program for the Fidelity Virtual Assistant team: Organized and cleaned data sets of customer feedback for the virtual assistant Collected data points and presented it to analysts to help make design and programming decisions Supported analysts in making decisions for improving the process for creating better proactive insights through insights from interacting with clients on a daily basis
OneAmerica FinancialUI Designer
May. 2022 - Aug. 2023United States- Designed and developed prize winning landing pages for companies throughout the country using HTML and CSS
- Designed internal marketing materials using Adobe Creative Cloud
- Supported marketing professionals with creating client deliverables and setting client expectations
- Assisted with creation of mobile application design in Adobe xD
- Adapted the design system for OneAmerica into internal projects
- Volunteered for projects based on workload capacity and project priority
Advantage Design GroupWeb Designer
Apr. 2020 - Mar. 2022Jacksonville, FL- Designed and developed online orientations for colleges and universities nationwide within the clients’ branding guidelines and design systems using Adobe Creative Cloud, Visual Studio, VS Code and front-end development languages, including jQuery
- Worked within an agile work environment that required timely communication and project prioritization, that sometimes resulted in reorganizing my work schedule on short notice
- Collaborated with developers, project managers and sales professionals to deliver high quality digital products - Resolved technical and design issues through version testing during and after development
- Ensured ADA compliance throughout design process
We are CharetteJunior Designer
Nov. 2019 - Apr. 2020Saint Augustine, FloridaImproved process for creating deliverables. Developed creative solutions
for stakeholders. Paid attention to details and improved project
deliverables.
We are CharetteGraphic Design Intern
Dec. 2017 - Nov. 2019St Augustine, FLDeveloped processes for creating design deliverables. Initiated
communication with leadership and stakeholders to develop design
solutions for stakeholders.
StarbucksBarista Trainer
Jul. 2017 - Mar. 2018Fleming Island, Florida
ERC (Enhanced Resource Centers)Mortgage Service Agent
Aug. 2015 - Dec. 2015Jacksonville, FloridaAssisting Clients with their mortgages
StarbucksBarista
Mar. 2015 - Mar. 2018Fleming Island, FloridaOperating POS system
Updating inventory
Manage marketing materials
Maple Street Biscuit CompanyAssistant Kitchen Manager
Oct. 2014 - Aug. 2015Jacksonville Beach, FLDirecting kitchen staff into their roles of the day. Responsible for food prep and replenishing of food line. Communicating with management staff about possible improvements and problems in the back of the house.
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