Matthew Wilhelm
@matthewwilhelm
Empathetic leader and world-class communicator in education and customer service.
What I'm looking for
I am an empathetic leader and world-class communicator with a proven track record in managing complex projects and building trusting relationships. My experience as a 401(k) & Health-Insurance Customer Associate at Fidelity Investments has honed my ability to guide clients through intricate investment options and policy details, ensuring they understand their choices clearly. I take pride in achieving consistently high customer satisfaction by resolving complex issues efficiently and with empathy.
Prior to my role at Fidelity, I dedicated 15 years to education as a History Teacher and College Application Coordinator at Camelot Academy. I designed and delivered engaging courses that connected current world events to historical contexts, fostering critical thinking and civic engagement among my students. My commitment to their success is reflected in the 90%+ college acceptance rate of my advisees, demonstrating my ability to guide them through the college search and application process effectively.
Experience
Work history, roles, and key accomplishments
401(k) & Health-Insurance Customer Associate
Fidelity Investments
Aug 2022 - Present (2 years 11 months)
Managed 40-50 daily inquiries on retirement and health-benefit plans, guiding clients through investment options, policy details, and regulatory requirements in plain language. Achieved consistently high customer-satisfaction by resolving complex issues efficiently and empathetically.
History Teacher & College Application Coordinator
Camelot Academy
Aug 2007 - Present (17 years 11 months)
Designed and delivered courses in Civics, U.S. & World History, and AP U.S. Government for grades 8-12, putting current world events into a broader context, helping students see issues from multiple perspectives, project-based learning, and experiential trips to Durham City Hall, the NC Legislature, Washington, DC, and NYC, deepening civic engagement and real-world connections. Advised ~40 juniors
Education
Degrees, certifications, and relevant coursework
University of Maryland, College Park
Master of Arts, Curriculum & Instruction
Completed a Master of Arts in Curriculum & Instruction. Focused on developing effective teaching strategies and educational program design.
University of North Carolina at Chapel Hill
Bachelor of Arts, Philosophy
Earned a Bachelor of Arts in Philosophy. Developed critical thinking, analytical, and communication skills through rigorous study of philosophical concepts.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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