Aman Gupta
Minneapolis
Summary
linkedin.com/in/amansgupta
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Fidelity Investments
Edina
05.2025 - Current
- Assist in providing financial guidance to clients with investment strategies, retirement planning, and wealth management solutions.
- Deliver exceptional customer service by addressing inquiries, resolving account issues, and ensuring client satisfaction.
- Educate clients on Fidelity's products, including mutual funds, ETFs, IRAs, and brokerage accounts, to help them achieve their financial goals
- Proactively evaluate client needs during branch visits to identify and refer opportunities to Financial Advisors and Investment Consultants.
Financial Services Associate
University of Minnesota Duluth
Duluth
09.2021 - 05.2025
- .Assist with the billing and collection of student tuition, Federal Perkins Loans, and University Trust Fund Loans.
- Responsible for greeting, supporting, and providing assistance to students, parents, and campus departments.
- Provide excellent start-to-finish customer service.
- Manage multiple time sensitive tasks simultaneously
- Utilize strong oral and written communication skills.
Financial Management Scholar
Federal Deposit Insurance Corporation
Minneapolis
05.2024 - 08.2024
- Examine and supervise insured financial institutions.
- Lead sound policy development.
- Evaluate adherence to laws and regulations.
- Monitor and mitigate systemic risks.
Fulfillment Expert
Target
Champlin
09.2019 - 12.2022
- Accurately and quickly selected items for guest orders.
- Exceeded standard goal times set for the team.
- Assisted guests in store.
Education
BBA - Finance, Financial Planning
University of Minnesota Duluth
Duluth, MN05.2025
Skills
- Securities Industry Essentials (SIE), Issued by FINRA (June 2025)
- Series 7, General Securities Representative Exam, Issued by FINRA (August 2025)
- Series 66, Uniform Combined State Law Exam, Issued by NASAA (September 2025)
- Minnesota Notary Public
Timeline
Financial Services Representative
Fidelity Investments
05.2025 - Current
Financial Management Scholar
Federal Deposit Insurance Corporation
05.2024 - 08.2024
Financial Services Associate
University of Minnesota Duluth
09.2021 - 05.2025
Fulfillment Expert
Target
09.2019 - 12.2022
BBA - Finance, Financial Planning
University of Minnesota Duluth