Andrew Newman
Indianapolis
Summary
Dynamic Planning Consultant with proven skills in financial planning, client management, and relationship building. Expertise in developing comprehensive financial strategies and enhancing client engagement.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Planning Consultant
Fidelity Investments
Carmel
09.2023 - Current
- Developed comprehensive financial plans aligned with individual client needs.
- Facilitated client meetings to assess financial goals and provide strategic planning updates.
- Collaborated with financial advisors to develop effective client engagement strategies.
- Collaborated with financial advisors to enhance client engagement strategies.
- Managed documentation for financial plans, ensuring accuracy and completeness.
- Assisted planning staff in maintaining efficient workflows and task completion.
- Created comprehensive reports summarizing client portfolios and evaluating investment performance.
Relationship Manager
Fidelity Investments
Carmel
08.2022 - 09.2023
- Cultivated strong client relationships, enhancing customer loyalty and satisfaction.
- Coordinated financial planning sessions, aligning investment strategies with client goals for optimal outcomes.
- Coordinated financial planning sessions to align investment strategies with client goals.
- Facilitated communication between clients and internal teams to ensure seamless service.
- Managed client inquiries, resolving issues promptly to uphold service quality.
- Identified customer needs, crafted customized solutions, and provided expert guidance to meet those needs effectively.
- Oversaw daily operations, including appointment scheduling, meeting coordination, and agenda preparation.
- Maintained accurate records of all client interactions within company CRM system.
Assistant Coach
Indiana University Men's Lacrosse
Bloomington
10.2018 - 09.2023
- Coordinated player training sessions to enhance skill development and teamwork.
- Mentored student-athletes in personal and athletic growth throughout their careers.
- Collaborated with coaching staff to create a positive team culture and environment.
- Communicated with parents regarding player progress and team expectations.
- Provided feedback to athletes on their performances in practices and competitions.
- Evaluated opponents' gameplay to inform strategic decisions during competitions.
- Assisted coach in organizing practices at home and away.
- Attended staff meetings to discuss strategies, tactics, and training schedules.
Financial Representative
Fidelity Investments
Indianapolis
07.2021 - 09.2022
- Utilized financial software to manage client accounts and transactions efficiently.
- Conducted regular follow-ups with clients to address their financial needs.
- Assisted clients in understanding complex investment concepts and terminology.
- Provided timely responses to customer inquiries about financial products and services.
- Reviewed customer applications and pursued missing information to complete submissions.
- Collaborated with team members to enhance client service processes.
- Processed and documented customer and institutional payments.
Relationship Banker
Old National Bank
Bloomington
03.2020 - 07.2021
- Assisted clients in selecting financial products to meet their needs.
- Educated clients on banking services and digital tools for enhanced accessibility.
- Assisted customers in opening new checking and savings accounts.
- Resolved client inquiries and issues promptly to ensure satisfaction.
- Developed strong client relationships through consistent follow-up and communication.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Prepared loan documents for review and approval by bank management.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Head Coach
Indiana University Men's Ice Hockey
Bloomington
08.2018 - 07.2021
- Coordinated team practices and game strategies to optimize player effectiveness.
- Developed training programs for athletes to enhance performance and skills.
- Conducted athlete evaluations to assess strengths and areas for improvement.
- Analyzed opponents' strengths and weaknesses in order to build effective game plans.
- Provided feedback on player performances after each game or practice session.
- Prepared athletes for games with a well-coordinated schedule of practices and individual training.
- Collaborated with sports medicine staff to ensure player health and safety protocols.
- Identified and evaluated talent for team recruitment through scouting trips and camps.
- Verified that all team activities followed school regulations with school policies related to sports teams.
Education
Bachelor of Arts - History
Indiana University, Bloomington
Bloomington, IN05-2017
Skills
- Financial planning
- Financial product knowledge
- Financial management software
- Client relationship management
- Client advocacy
- Analytical problem solving
- Strategic thinking
- Workflow management
- Team leadership
- Collaborative teamwork
- Effective communication
- Relationship building
Certification
- SIE
- Series 63
- Series 66
- Series 7
- Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
Timeline
Planning Consultant
Fidelity Investments
09.2023 - Current
Relationship Manager
Fidelity Investments
08.2022 - 09.2023
Financial Representative
Fidelity Investments
07.2021 - 09.2022
Relationship Banker
Old National Bank
03.2020 - 07.2021
Assistant Coach
Indiana University Men's Lacrosse
10.2018 - 09.2023
Head Coach
Indiana University Men's Ice Hockey
08.2018 - 07.2021
Bachelor of Arts - History
Indiana University, Bloomington