TIMOTHY AMONS
New Market
Summary
Branch management professional prepared to lead with strong focus on achieving results through team collaboration. Adept at operational oversight, strategic planning, and driving business growth. Skilled in staff development, conflict resolution, and customer relations. Reliable and adaptable to changing needs, fostering productive and positive work environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Branch Leader
Fidelity Investments
Bethesda, MD
12.2016 - Current
- Build a strong sales team and develop service associates that cultivate revenue opportunity
- Foster the development of advisors by training, mentoring, counseling and motivating
- Overseeing daily operational activities, including supervision of local risk and compliance issues and customer concerns
Team Leader, Investment Solutions Advisor
Fidelity Investments
08.2025 - 04.2026
- Drive business results through coaching and call review of associates.
- Lead team of Fixed Income Specialists
- Operational Efficiency of the team improved by over 20% from the last quarter.
- Recruit, hire and train associates into financial advisor roles.
- Work across business groups to deliver best result for our clients and help advance associate’s career.
Team Leader, Central Relationship Manager
Fidelity Investments
12.2022 - 09.2025
- Lead a team of Northeast CRM’s who support National Investor Centers and N. Boston branches.
- Coach and mentor associates call model interaction, efficiency, and CRM metrics.
- Ensure associates follow company policies and comply with SEC/FINRA regulations.
- Develop and grow relationships with Wealth Management Teams that support N. Boston branches and MMK NIC advisor.
- Represent CRM function across MMK by proactively working with leaders in other functions.
Team Leader, Workplace Planning and Advice
Fidelity Investments
09.2021 - 12.2022
- Lead a team of workplace planning and advise associates who proactively reach out to Fidelity customers.
- Coach and mentor associates Fidelity Values and call model interaction.
- Ensure associates follow company policies and comply with SEC/FINRA regulations.
- Help new associates with licensing process and onboarding into Fidelity.
Workplace Planning and Consultant 2
Fidelity Investments
02.2017 - 09.2021
- Assist clients plan for retirement by conveying benefits of their employer sponsored plans.
- Support clients with financial planning and advice through in depth conversation and analysis.
- Help accrue new assets under management by leveraging the power of Fidelity values and benefits.
- Provide guidance and technical help to associates through Help Desk pipeline.
Public Health Technician
United States Air Force
NH, United States
02.2017 - 01.2026
- Provide medical intelligence briefings to the base commander.
- Responsible for promoting public health through surveillance of disease trends, food safety practices.
- Conduct food safety and security programs following U.S. Air Force regulations.
- Safety Officer for CERFP Medical Response Team and advisor to the operation commander.
- Supervise, train, and coach Public Health Team (6 airmen).
Logistics Non-Commissioned Officer
United States Army
Plymouth, NH, United States
02.2011 - 02.2017
- Direct logistical training procedures in accordance with military regulations.
- Supervise all logistical functions supporting a battalion of 310 Army Soldiers.
- Account for $300 million in deployable and installation equipment.
- Conduct monthly and annual inventories for inventory totaling $50 million.
- Deliver logistical support and verify that all deploying organizations have necessary supplies and equipment.
- Supervise, mentor and trained a squad (12 soldiers) in combat operations during deployment.
Assistant Store Manager
Walmart
Manchester, NH, United States
03.2010 - 11.2016
- Interviewed, hired, and processed new hire paperwork that resulted in reduction of associates turnover by 34% from the previous year and eliminated compliance issues.
- Manage staff of 80 sales associates, 7 zone managers, and 20 department managers.
- Increase profits by 25% from previous year through effective sales training and troubleshooting profit loss areas.
- Oversee and manage the opening of a new super center store with the schedule time frame.
- Manage and lead store operations of $80 million a year, setting forces and controlling P&L expenses.
- Served as subject expert matter and resource for managers in the community on topics of effective training, inventory management, front-end operations, and regulatory compliance.
Education
Bachelor of Science - Business Administration
Granite State College
Concord, NHSkills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Customer relationship management
- Processes and procedures
- Performance tracking
- Outcome accountability
Accomplishments
- FINRA Series: 10, 9, 66, 63, 7 and SIE
- Life and Health Insurance License, MD
- Army Achievement Medal
- National Defense Service Medal
- Global War on Terrorism Service Medal
- Air Force Achievement Medal
- Overseas Service Ribbon
- Non-Commissioned Officer Warrior Leader Course
- Non-Commissioned Officer Professional Development Ribbon
Certification
- FINRA License - 10, 9, 66, 63, 7, SIE,
- Life and Health Insurance License
Languages
Russian
Native or Bilingual
Timeline
Team Leader, Investment Solutions Advisor
Fidelity Investments
08.2025 - 04.2026
Team Leader, Central Relationship Manager
Fidelity Investments
12.2022 - 09.2025
Team Leader, Workplace Planning and Advice
Fidelity Investments
09.2021 - 12.2022
Workplace Planning and Consultant 2
Fidelity Investments
02.2017 - 09.2021
Public Health Technician
United States Air Force
02.2017 - 01.2026
Branch Leader
Fidelity Investments
12.2016 - Current
Logistics Non-Commissioned Officer
United States Army
02.2011 - 02.2017
Assistant Store Manager
Walmart
03.2010 - 11.2016
Bachelor of Science - Business Administration
Granite State College