Landon Shoemaker is an adaptive learner with a strong blend of analytical and creative experience. He is proficient in Qualtrics, SQL, Tableau, HTML, and CSS, and is pursuing his CFA (Chartered Financial Analyst) license. With a passion for storytelling, Landon brings a unique perspective to his work, leveraging his nine years of customer service experience and four years in finance, focusing on complex trading analysis and risk mitigation.
Landon’s educational background includes a B.A. in English from the University of North Texas, where he graduated Cum Laude, and a Data Analytics and Agile Leadership Certificate from New York University. Professionally, he has excelled at Fidelity Investments in various roles, including Margin Trading Specialist, Business Analyst, High Net Worth Associate, and Customer Relationship Advocate. His responsibilities have ranged from informing clients about trading risks and achieving near-perfect trading accuracy to providing subject matter expertise and coordinating across business groups. During his time at Fidelity, he obtained his SIE, Series 7, and Series 63 FINRA licenses. Landon’s dedication to customer satisfaction and team performance is evident in his consistent top-tier performance and high customer satisfaction ratings. Prior to his tenure at Fidelity, he honed his customer service skills as a Shift Lead and Key Holder at Armadillo Ale Works, ensuring efficient workflows and exceptional customer experiences.