Garrett Moore

O BJECTIVE

To further my career in the financial industry by gaining the knowledge and experience needed to ensure success for my clients, employer, and myself. E DUCATION

University of Kansas – Lawrence, KS Graduation: Spring 2007

Bachelor of Science: Major: Finance

Cumulative GPA: 3.5/4.0

Honors and

Awards:

School of Business Scholarship

National Society of Collegiate Scholars

CIMBA Undergraduate – Paderno Del Grappa, Italy Spring 2006 Certifications: Kepner Tregoe Problem Solving and Decision Making Analysis

Rapport Leadership Breakthrough 1, Certificate of

Completion

E XPERIENCE

Fidelity Investments (Westlake, TX)

Service Representative

June 2007- Feb 2007

● Series 7 and 63 licenses

● Comprehensive understanding of trading mutual funds, stocks, options, and CDs. Private Client Group/Premium Services

Feb 2008- Dec 2011

● Provided exceptional customer service for Fidelity's high net worth clients

● Recognized for multiple “Call of the Months,” “positive escalations,” “error free trading” 2009 Q2 Excellence in Action

Retirement Solutions Representative

Dec 2011-Dec 2013

● Engaged in CSS to help find solutions for participant’s planning and retirement needs

● Top performer throughout and 2013 EIA

RRM/WPC III

Dec 2013- Present

● Continued to improve and learn the skills needed to provide the best outcomes for my clients and Fidelity

● Channel leading in most categories including 2016 and 2019 EIA

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