Boulevard

Boulevard is a mentorship network that connects young diverse talent to innovative companies. As a mentor, I support mentees in their personal and professional development as they seek to become inspirational leaders and innovators.

Mentor

Fidelity Investments

Manager 

●Facilitated team meetings, and documented and delegated responsibilities for a 20-person team.
●Assisted thousands of clients, and facilitated trades and research for mutual funds, fixed income, precious metals, common stock, exchange-traded funds, margin, options, and separately managed accounts. Exercised corporate actions, rights, and warrants.
● Improved the quality of daily client interactions and provided an exceptional customer experience while handling 6+ clients per hour (top 10% performance)
●Won Managers Choice Award in July 2021, Excellence in Action Award; Q3, 2021, & Q1, 2022, earned Exceptional Performance for all year-end reviews.

High Net Worth Service Associate

Mutual Of Omaha Investment Advisors

●Prospected, negotiated, and closed insurance and investment deals and handled all onboarding, administration, and questions while training fellow associates in products and sales.
●Managed content and communications, including email campaigns, marketing, copywriting, and social media, and performed over 50 cold calls daily, which increased client satisfaction and retention by 20%. ●Awarded full expense paid trip to headquarters in Omaha, Nebraska.

Wealth Management Advisor

Zen Mindfulness Community at Boston University

● Reestablished organization and increased group membership by 160%
● Organized, created, and promoted group meetings and events on social media accounts

President

Structure Consulting Group | Real Estate. Project Management. Field Services.

●Orchestrated employee training sessions for MS Office and Excel which boosted productivity by 20%.
●Developed targeted digital marketing campaigns, leading to a 25% increase in contracts in 4 months.

Marketing, Business Analyst Intern

 Residence Hall Association Boston University

● Planned, organized and executed monthly hall events for over 2000 students
● Facilitated discussions and recorded results from weekly meetings
● Served as a liaison to student government and representative at Student Government Senate Meetings 
● Updated websites, club pages, and social media accounts

Vice President

Boston University

Facilities Supervisor and Painter

Electrical Apprentice

AMC Theatres

Usher, Cashier

Finance professional with over 5 years of experience in customer success, business strategy and development, and sales. Comfortable wearing multiple hats and taking ownership in solving complex business problems. Top performer who thrives in improving the client experience and cultivating relationships with clients by leading associates and managing high-impact projects. Strong, progressive record of diversified experience in customer success, insurance, sales, and business strategy and development with distinctive organizational efficiency.

Leadership, Adaptability, Emotional intelligence, Teamwork, Organization

Taplio

Liam Soper's Linkedin Analytics

Liam Soper

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Taplio

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Liam Soper

Want to drive more opportunities from LinkedIn?

Liam Soper's Linkedin Analytics