Pierce Aron
Youngstown,OH
Summary
Accomplished Trading Representative with a decade of experience in providing personalized financial services to clients. Demonstrated ability to build and maintain strong client relationships, develop trust in the firm, and deliver tailored solutions. Proven track record of exceeding performance targets and generating positive interactions through experience and skill.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Trading Specialist
Fidelity Investments
Cleveland, OH
07.2024 - Current
- Educate clients on advanced trading topics, including, but not limited to, margin, options, and day trading.
- Execute trades across various asset classes using advanced trading platforms.
- Perform research on stocks, bonds, mutual funds, options, and other investment vehicles.
- Maintained trading accuracy to reduce risk to the firm.
High Net Worth Representative
Fidelity Investments
Denver, CO
09.2020 - 07.2024
- Enhanced relationships with high-net-worth clients, who have assets of $250K or more, and therefore have complex service and investment needs.
- Engaged with customers via inbound calls, responding to their
inquiries, and providing product and service level guidance. - Provided broad-based knowledge and understanding of financial planning concepts.
- Executed self-directed trades and transacted within managed accounts.
Branch Relationship Banker III- Registered Investment Representative
Huntington Financial Advisors
Chagrin Falls, OH
05.2019 - 08.2020
- Connected with clients on a personal level to better understand their financial goals and inspirations.
- Set personalized review appointments sourced from phone calls, in-branch interactions and center of influence referrals.
- Utilized market knowledge to accelerate client’s savings and retirement goals.
- Scheduled and coordinated consistent branch meetings with area partners to share knowledge and promote new ideas.
Assistant Branch Manager
Huntington National Bank
Chagrin Falls, OH
08.2015 - 05.2019
- Led by example through promoting consistent sales and service behaviors.
- Conducted colleague one-on-one’s and observations to identify areas of opportunity and build skill.
- Maintained strong business partner relationships via consistent referrals and meetings.
- Protected the Bank and its customers by being highly proficient in operations and compliance.
Skills
- Time management
- Detail orientation
- Client relationship management
- Trade execution
- Risk management
- Regulatory compliance awareness
Certification
- Series 6
- Series 7
- Series 63
- CRD#7058011
Timeline
Trading Specialist
Fidelity Investments
07.2024 - Current
High Net Worth Representative
Fidelity Investments
09.2020 - 07.2024
Branch Relationship Banker III- Registered Investment Representative
Huntington Financial Advisors
05.2019 - 08.2020
Assistant Branch Manager
Huntington National Bank
08.2015 - 05.2019
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