1. Nathan P. Dixon
8836 Orchard Grove Way · Raleigh NC 27612· (919) 345-1552 · ndixonn06@gmail.com
Education East Carolina University, Greenville, NC
MBA - Expected graduation date - September 2016
B.S. in Applied Economics, Minor in Business – 2011
Certifications Series 7 General Securities Registered representative
Series 66 Uniform Combined Registered Investment Adviser representative
Technical Skills Proficient in Microsoft Suite, Word, Excel, PowerPoint, Access, One-Note
E-views, Mini-Tab statistical software
Work Experience
Dec 2012- Fidelity Investments, Durham, NC
Present Workplace Planning and Guidance Consultant II
• Provide in depth retirement planning (income planning, investment strategies,
wrap accounts, tax efficiencies, consolidation, future income projections, etc.)
• Analyze a variety of complex retirement simulations and help develop strategies
for clients in areas of opportunity
• Ability to excel in relationship management with a broad client base, with an
emphasis of working with high-net-worth individuals
• Develop strategies for short term financial goals based on clients specific needs
• Working with business development team to identify trends and interpret ways to
adapt, innovate, and development Fidelity’s business model
• Proven ability to maintain compliance and regulatory policies
Workplace Planning and Guidance Consultant I
• Delivered effective presentations which demonstrated Fidelity’s high level of
education capabilities
• Provided broad based financial planning to a diverse population through
consultative strategy skills
• Strong and broad investment product knowledge
• Uncovered and capitalized on asset retainment and consolidation opportunities
Financial Representative II
• Attentively provided expert knowledge on diverse client issues
• Displayed strong analytical skills with the ability to process procedures and
produce results in a quick and efficient manner
• Consistently provided stellar customer service by communicating professionally
and effectively with customers on a transactional and consultative basis
• Provided insightful information about financial products and services to ensure
customer satisfaction and reveal unperceived needs
• Established rapport and maximize the customers experience by exceeding
expectations
Aug. 2012- Veritude, Durham, NC (Temp. Agency for Fidelity Inv.)
Dec. 2012 Health and Insurance Representative
• Helped individuals understand there insurance policies while providing insight
on what may be a viable route pertaining to their needs
• Ensured seamless processes when individuals were going through major life
events
• Provided detailed insurance product knowledge
Campus Activities
• Financial Management Association
• Society for the Advancement Management