Customer focused investment agent with 5 years experience dealing directly with high net worth
clientele; Passionately educating client's and assisting them in reaching their financial goals.
Series 7 & 63
Complex problem resolution
High Net Worth Associate, 01/2013Fidelity Investments － Salt Lake City, Utah
Client retention and growth via direct communication.
Identify needs, educate, and instill
confidence resulting in business growth.
Set and exceed client expectations with increasingly
Facilitate money movement, execute trades, and explore opportunities.
Familiarity with stock trading, margin, options, etc.
Pursued continuous personal growth and
knowledge within the company.
Medical Assistant, 02/2009 to 08/2012LND University Hospital － Salt Lake City, Utah
Worked closely with physicians, nurses, administrative and other various groups to ensure patient's
needs were met in a safe and friendly environment.
Performed as a medical assistant, Operating
room scrub, and health unit coordinator on the labor and delivery and obstetrics emergency
Role included direct patient contact including blood draws, IV placements,
fetal monitor placement.
Performed well in high stress emergency situations.
Ability build relationships in sensitive, often stressful situations.
Data Conversion Operator, 04/2006 to 09/2008United States Postal Service － Salt Lake City, Utah
Review and process mail pieces that could not be handled via automation.
Ability to work independently and effectively.
Senior Bank Teller, 12/2002 to 07/2005Washington Mutual Bank － Salt Lake City, Utah
Progressed from intern to senior teller.
Senior teller responsibilities included overseeing teller
transactions, reconciling discrepancies, ATM and vault management including internal counts.
Occasional marketing to potential clients utilizing open houses and downtown environment.
Education and Training
Bachelor of Science:Accounting,2012Western Governors University － Murray, Utah, United StatesCoursework in accounting with emphasis on public accounting and corporate auditing including review of financial statements and GAAP.
Biology, Military Science (minor)Westminster College-ROTC － Salt Lake City, Utah, United StatesUndergraduate coursework in biology with a minor in military science through the University of Utah's ROTC program.
Associate of Science:Medical Assisting,2007Eagle Gate College － Murray, Utah, United StatesCoursework and clinical studies to become a medical assistant. Graduated with High Honors.
Associate of Science:General Studies,2006Salt Lake Community College － Salt Lake City, Utah, United States
Activities and Honors
RECOGNITION: Call of the Month (Fidelity), consistent participation and winner in call reviews of regional representatives. The winning call demonstrates knowledge, customer satisfaction, and business growth.
Society for Leadership and Development (Westminster College)