Summary
Overview
Work History
Education
Skills
Timeline
INTERNATIONAL STUDIES
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Will Speiser

Covington

Summary

Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service.

Overview

4
4
years of professional experience

Work History

Tax Exempt Market Associate II

Fidelity Investments
10.2024 - Current
  • Support participants by handling inbound calls and providing guidance on retirement account transactions, including loans, rollovers and withdrawals.
  • Serve as primary point of contact for the OPA within the team.
  • Demonstrate in-depth knowledge of Fidelity products, policies and digital tools to educate and empower participants

Food Server

Queen City Club
06.2022 - 08.2022
  • Worked with teammates to prepare for large community banquets and events.
  • Maintained clean, sanitized and well-stocked work areas with consistent attention to upkeep.

Construction Yard Worker

Western Hills Building Supply
05.2021 - 08.2021
  • Operated heavy machinery and performed labor projects including brick laying and transportation of building materials.

Education

Bachelor of Liberal Arts & Science - Minor Business Administration

Xavier University
Cincinnati, Ohio
05.2024

Skills

  • Customer service and assistance
  • Time management
  • Teamwork and collaboration

  • Strong communication and interpersonal skills
  • Problem-solving abilities
  • Attention to detail

Timeline

Tax Exempt Market Associate II

Fidelity Investments
10.2024 - Current

Food Server

Queen City Club
06.2022 - 08.2022

Construction Yard Worker

Western Hills Building Supply
05.2021 - 08.2021

Bachelor of Liberal Arts & Science - Minor Business Administration

Xavier University

INTERNATIONAL STUDIES

Film in Rome and Theology | Rome, Italy 05/2023 to 06/2023

  • Successfully navigated challenges adapting to a new environment, demonstrating resilience and cross-cultural communication skills
  • Studied renowned theologians and art historians while conducting research projects


Healthcare Ethics and Law | Lima and Cusco, Peru 05/2022 to 06/2023

  • Explored Peru as it related to the connection between present healthcare systems and culture.
  • Worked with many students and underserved children.
  • Studied various sustainability and social projects.
Will Speiser