Aaron Ingram

Understanding of the fiduciary standard that has to be reached as a Series 66 licensed advisor. Understanding of all equity products, as well as extensive knowledge of fixed income products. Insight of the federal, state, and industry regulations that member firms and their employees are required to follow.

Clear understanding of how to build a portfolio for the short, intermediate and long term/retirement goals of all clients. Developed the ability to talk finances outside of investments to make sure the client is secure to keep them invested longer without the need of touching assets.

Investment Solution Representative at Fidelity Investments (2023-10 – Present)

• Helps clients develop a strategy to work towards retirement and maintain capital in retirement
• Recently learned more about Fixed Income to assist with primary CDs and other Fixed Income trades
• Learned how to educate self-directed clients about all investment products so they can have a clear understanding on how the products work
• Learned to talk finances with the client so they can stay investments without the need to sell to support lifestyle

CRA at Fidelity Investments (2022-10 – 2023-10)

• Efficiently provided solutions in a timely manner for all of clients' financial needs
• Mastered trading Mutual Funds, Stocks, Options and helping clients with margin trading
• Handed all general service needs like password resets, money movement, etc
• Met the proficiency standard set by Fidelity to qualify for promotion to the wealth management arm of the broker dealer

Technical Support Specialist at Customer HD (2019-05 – 2022-10)

• Manages a team of 12 employees to work with discretion and efficiency, leading external partners in customer satisfaction
• Created Standard operating procedures for my team without being asked to so we can be more efficient with our work by following a set workflow that co-workers could follow if lost during the troubleshooting process
• Answerd all questions from new co-workers to speed up the 6 months learning curve of technical work
• Became proficient in using Zendesk

Certificate in Financial Services – Climb Hire

Bachelor of Arts in International Business, Trade, and Tax Law – Wake Tech