Kyle Chelo

Background

About Kyle Chelo

As a recent graduate of Bentley University with a Bachelor's degree in Finance, I am passionate about financial services and eager to apply my academic studies and analytical skills in real-world settings. Currently, I am working as a Financial Representative at Fidelity Investments in Naples, FL, where I assist clients with opening and managing accounts, executing trades, and navigating Fidelity’s digital tools and platforms. During my time at Bentley, I developed a strong foundation in financial analysis, investment strategies, and corporate finance, supplemented by hands-on experiences in leadership and project management. My coursework, combined with internships and practical applications, has given me a well-rounded understanding of the financial services industry, from asset management to retirement planning. At Fidelity, I continue to grow professionally by engaging with clients and utilizing cutting-edge financial tools to tailor solutions that align with their goals. I thrive in dynamic environments and enjoy problem-solving. I am excited to build on my experience at Fidelity and am always seeking opportunities to expand my network, deepen my expertise, and contribute to the success of our clients and team.