Jared Himmel
@jaredhimmel
I guide high-net-worth clients through investments, distributions, and financial decisions with personalized education.
United StatesWhat I'm looking for
At Fidelity Investments, I support high-net-worth clients with distributions, funding, rebalancing, fixed-income strategies, and investment education. I ranked in the top 1% of associates in the Denver Regional Center for client satisfaction and previously ranked in the top 4% of Fidelity associates nationwide.
I translate complex financial concepts—from bond ladders and Treasury securities to IRAs, options, margin, and tax implications—into tailored guidance clients can act on. I also bring client-support technology experience from eMoney Advisor, along with Salesforce CRM, Microsoft Office, DocuSign, and FINRA Series 7 and 63 licenses.
Experience
Work history, roles, and key accomplishments
Resolved high-volume inbound support requests from financial advisors, delivering advanced technical troubleshooting and scenario-planning guidance across 10+ core platform areas. Documented detailed customer interactions and technical workflows in the CRM, escalating complex issues to Tier 2 support.
Education
Degrees, certifications, and relevant coursework
Binghamton University, State University of New York, School of Management
Bachelor of Science in Business Administration, Management Information Systems
Bachelor of Science in Business Administration with a concentration in Management Information Systems from Binghamton University, State University of New York, School of Management.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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