Georgia Shaffer

Business Development Executive

Dallas, Texas, United States1 yr 10 mos experience

Key Highlights

  • Strong background in customer service roles.
  • Experience in financial services with Fidelity Investments.
  • Educational foundation in Business Administration.
Stackforce AI infers this person is a Fintech professional with a focus on customer service.

Contact

Skills

Core Skills

Customer Service

Other Skills

TeachingFlexibilityBudgetingWorking with ChildrenFinancial AccountingPublic SpeakingIntercultural CommunicationEasily AdaptableTime ManagementCommunicationMicrosoft OfficeMicrosoft PowerPoint

Experience

1 yr 10 mos
Total Experience
1 yr 10 mos
Average Tenure
1 yr 10 mos
Current Experience

Fidelity investments

3 roles

Investment Sales Associate

Jan 2026Present · 4 mos

Customer Relationship Advocate

Feb 2025Jan 2026 · 11 mos

Advisor Experience Specialist

Jul 2024Feb 2025 · 7 mos

  • Fidelity Charitable SOAR Program
Customer Service

Education

Liberty University

Bachelor of Business Administration - BBA

Aug 2021May 2024

Semester At Sea / ISE

Bachelor of Business Administration - BBA — Study Abroad Program

Sep 2023Dec 2023

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