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Vere Johan Oliver
Institutional Brokerage Representative, Fidelity Investments
Location: Grapevine , TX United States
Joined: Mar 5th, 2019

About (request update)

Education (request update)

Morehouse College class of 2011

Undergrad Major: Management

- College Not Listed - class of 2019

Grad Major: Finance

Experience

I currently work with Fidelity Investments as Institutional Brokerage Representative
I have years of experience working in the Financial Services industry.

Institutional Operations & Brokerage Associate | Fidelity Investments
From March 2016 to Current • 10 year(s)
Assists Investment Professionals and Shareholders with Fidelity Advisor mutual fund accounts, with inbound call assistance and transaction processing. Co-Chair of Fidelity Wellness Committee.

Strategy & Management Consultant- SME & Product Development | Astute Management & Consulting
From November 2013 to Current • 13 year(s)
Provides Business Consultancy services to small and middle-sized organizations, incubating professional services of young entrepreneurs and SMEs.

Financial Representative | Fidelity Investments
From October 2015 to March 2016 • 1 year(s)
Representative for personal brokerage accounts with Fidelity providing inbound call service. Completed Series 7 & 63 training in preparation for exams.

Business Development Officer | Gilbert Agricultural Rural Development Center (GARDC- NGO)
From April 2013 to September 2015 • 2 year(s)
Established Business Development Unit, developed promotional materials, and assisted clients with business plan development and strategies.

Government Internship Initiative | Leadership through Excellence Award Programme (LEAP)
From January 2013 to April 2013 • 0 year(s)
Worked with the Minister of Sports, Education and Youth Affairs, organized events for coaches and athletes. Awarded one of the top 3 Government intern graduates.

Workplace Investment Associate | Fidelity Investments
From September 2011 to July 2012 • 1 year(s)
Provided solutions and serviced 401K retirement accounts, connected with customers to educate them on retirement options.

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