Brenden Powell has over 10 years of experience in financial services, currently holding his Series 7 and 63 licenses. He has a track record of success at Fidelity Investments, where he exceeded sales goals, mentored colleagues, and received recognition awards. Powell is self-motivated, enjoys helping clients understand their retirement options, and welcomes business travel opportunities.

1. Salt Lake City, UT•801-518-9905•brenden.j.powell@gmail.com
Brenden Powell
Summary
For the past five years, I have worked with clients in helping them to understand their annuity plans
with Fidelity as well as understand all of their retirement plan options. I currently have my Series 7
and 63 licenses in addition to my insurance license. I am self-motivated and look for new
opportunities to improve myself or the processes around me for the better. I also welcome the
opportunity to travel for business needs where needed.
Experience
10/2010-10/2015 Fidelity Investments Life Insurance Salt Lake City, UT
Annuity Service and Help Desk Representative
 Evaluated clients’ needs to ensure product was highly targeted to client needs; therefore
improving client satisfaction, customer loyalty, and revenue streams
 Scored first in department at Customer Engagement Interaction at an average of 89%; department
average was 72%
 Generated over 90 new-issue leads per quarter, exceeding company expectations by 50+ which I
was able to accomplish by keeping a book of business of past, potential and current lead
opportunities to follow up on
 Ranked 2nd
in overall lead generation in 2012 & 2013, and top 5 in 2014
 Due to extensive knowledge of Fidelity’s policies and procedures, became department Team
Lead: mentored team members through complex policy situations, directed escalated clients to
mutually beneficial resolutions, trained best practices for new hires
 Approved team member transactions between $250,000-$10 million for 35 annuity
representatives
 Excellence In Action award winner in 2013, nominee in 2014 and 2015
 By using my knowledge of Fidelity’s policy and trading procedures and consistently using the
same processes, I was error free for my last 18 months with the department
 Selected by our management team to be a part of several specialty committees that worked
together to develop new and innovative ideas to create a positive culture for our department
05/2008-04/2010 E*Trade Financial Sandy, UT
Customer Service
 Assessed clients trading needs to look for opportunities to improve their trading experience by
looking for opportunities to upgrade them for Active Trader accounts, margin trading and option
trading
 Mentored new reps on best practices to set them up for success in avoiding trade errors
 Developed efficient ways to process incoming paperwork for clients to ensure client satisfaction
with first call resolution
 Was selected to be part of the “triage” team which specialized in resolving customer concerns
that had contacted us on multiple occasions
 While on the triage team, resolved customer matters on the first call 80% of the time with the
department average being 67%

2. 801-518-9905•brenden.j.powell@gmail.com
Brenden Powell
 Led the department in leads for 6 consecutive months, the goal was 10 per month, I averaged 30
leads per month during this time
 Further developed my knowledge of E*TRADE and each of their departments by working on the
Email and Correspondence team which allowed me to address customers written inquiries as well
as customer complaints
03/2008-10/2008 ZEROREZ Murray, UT
Part Time Sales Manager
 Managed 5 door to door sales reps.
 Improved team from consistently missing daily and weekly goals into a team that hit goals over
95% of the time by having brainstorming meetings, sales contests and heading out into the field
on individual bases to show how to use different approaches
 Managed potential escalations from problems that arose in the field
 Took team on one on one opportunity in the field to show them how to understand and respond to
the “no” that they may initially receive
09/2005-11/2007 Verizon/Solectron Sandy, UT
Tech Support/Sales
 Team Lead for South Towne Mall store in Tech Support
 Look for opportunities to renew contracts and add additional features to plans
 Led the South Towne Mall store in upgrades and renewals in 8 consecutive months. This was
achieved by reviewing accounts while speaking with clients about their usage patterns and what
they felt like they needed out of their phone and calling plan
Community Engagement
Youth Baseball Coach
 I have coached youth baseball for the past ten years. During this time, it has taught me how to
manage different types of personalities and how those types of personalities respond to both
pressure and coaching feedback. This has allowed me in my professional development to
manage many different types of customer profiles.
Junior Achievement
 For the past three years through Fidelity, I have volunteered my time several times a year to
mentor 5th
and 8th
graders in budget and financial planning. This ranged in activities from
planning budgets of buying items, to detailing how different jobs and different pay ranges would
affect future potential lifestyles.
Certifications & Education
Financial Industry National Regulatory Authority Series 7
Financial Industry National Regulatory Authority Series 6
Insurance Licensed in Life Accident and Health
Credited since June 2008
Credited since June 2008
Credited since Sept 2011

3. 801-518-9905•brenden.j.powell@gmail.com
Brenden Powell
University of Phoenix
Studied Business Management 2004-2005