Nathan P. Dixon 8836 Orchard Grove Way · Raleigh NC 27612· (919) 345-1552 · [email protected] Education East Carolina University, Greenville, NC MBA - Expected graduation date - September 2016 B.S. in Applied Economics, Minor in Business – 2011 Certifications Series 7 General Securities Registered representative Series 66 Uniform Combined Registered Investment Adviser representative Technical Skills Proficient in Microsoft Suite, Word, Excel, PowerPoint, Access, One-Note E-views, Mini-Tab statistical software Work Experience Dec 2012- Fidelity Investments, Durham, NC Present Workplace Planning and Guidance Consultant II • Provide in depth retirement planning (income planning, investment strategies, wrap accounts, tax efficiencies, consolidation, future income projections, etc.) • Analyze a variety of complex retirement simulations and help develop strategies for clients in areas of opportunity • Ability to excel in relationship management with a broad client base, with an emphasis of working with high-net-worth individuals • Develop strategies for short term financial goals based on clients specific needs • Working with business development team to identify trends and interpret ways to adapt, innovate, and development Fidelity’s business model • Proven ability to maintain compliance and regulatory policies Workplace Planning and Guidance Consultant I • Delivered effective presentations which demonstrated Fidelity’s high level of education capabilities • Provided broad based financial planning to a diverse population through consultative strategy skills • Strong and broad investment product knowledge • Uncovered and capitalized on asset retainment and consolidation opportunities Financial Representative II • Attentively provided expert knowledge on diverse client issues • Displayed strong analytical skills with the ability to process procedures and produce results in a quick and efficient manner • Consistently provided stellar customer service by communicating professionally and effectively with customers on a transactional and consultative basis • Provided insightful information about financial products and services to ensure customer satisfaction and reveal unperceived needs • Established rapport and maximize the customers experience by exceeding expectations Aug. 2012- Veritude, Durham, NC (Temp. Agency for Fidelity Inv.) Dec. 2012 Health and Insurance Representative • Helped individuals understand there insurance policies while providing insight on what may be a viable route pertaining to their needs • Ensured seamless processes when individuals were going through major life events • Provided detailed insurance product knowledge Campus Activities • Financial Management Association • Society for the Advancement Management

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Nathan P. Dixon 8836 Orchard Grove Way · Raleigh NC 27612· (919) 345-1552 · [email protected]

Education East Carolina University, Greenville, NC MBA - Expected graduation date - September 2016 B.S. in Applied Economics, Minor in Business – 2011 Certifications Series 7 General Securities Registered representative Series 66 Uniform Combined Registered Investment Adviser representative Technical Skills Proficient in Microsoft Suite, Word, Excel, PowerPoint, Access, One-Note E-views, Mini-Tab statistical software Work Experience Dec 2012- Fidelity Investments, Durham, NC Present Workplace Planning and Guidance Consultant II

• Provide in depth retirement planning (income planning, investment strategies, wrap accounts, tax efficiencies, consolidation, future income projections, etc.)

• Analyze a variety of complex retirement simulations and help develop strategies for clients in areas of opportunity

• Ability to excel in relationship management with a broad client base, with an emphasis of working with high-net-worth individuals

• Develop strategies for short term financial goals based on clients specific needs • Working with business development team to identify trends and interpret ways to

adapt, innovate, and development Fidelity’s business model • Proven ability to maintain compliance and regulatory policies

Workplace Planning and Guidance Consultant I

• Delivered effective presentations which demonstrated Fidelity’s high level of education capabilities

• Provided broad based financial planning to a diverse population through consultative strategy skills

• Strong and broad investment product knowledge • Uncovered and capitalized on asset retainment and consolidation opportunities

Financial Representative II

• Attentively provided expert knowledge on diverse client issues • Displayed strong analytical skills with the ability to process procedures and

produce results in a quick and efficient manner • Consistently provided stellar customer service by communicating professionally

and effectively with customers on a transactional and consultative basis • Provided insightful information about financial products and services to ensure

customer satisfaction and reveal unperceived needs • Established rapport and maximize the customers experience by exceeding

expectations Aug. 2012- Veritude, Durham, NC (Temp. Agency for Fidelity Inv.) Dec. 2012 Health and Insurance Representative

• Helped individuals understand there insurance policies while providing insight on what may be a viable route pertaining to their needs

• Ensured seamless processes when individuals were going through major life events

• Provided detailed insurance product knowledge Campus Activities

• Financial Management Association • Society for the Advancement Management