Verified recordFinancial Services

Brooke Flanigan

Financial Services Representative at Fidelity Investments

Based in Charlotte, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Charlotte

Industry

Financial Services

Company size

85K

Contact information

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Email

1 credit

b•••••••@fidelity.com

Phone

5 credits

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Background

About Brooke Flanigan

I am a recent graduate from Virginia Tech, with a B.S. in Finance with a concentration in Chartered Financial Analyst Studies & Investment Management and a Minor in Psychology. My goal is to secure an entry level job in the finance industry as soon as possible. With the help of my coursework and projects, I have developed strong skills in financial analysis, portfolio management, and Microsoft Office. In the summer of 2023, I completed a Wealth Management Internship at UBS, where I supported a team of financial advisors with client service, portfolio analysis, and market research. Through these experiences, I have demonstrated my ability to apply my knowledge, skills, and values to real-world scenarios, and to contribute to the success of my team and organization.

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