JAMES SIMMONS

ad4q75@r.postjobfree.com

**** * ******* *****, ****

Denver, CO 80218

303-***-****

FINANCE PROFESSIONAL

Seeking advisory role in a performing company that matches my drive, agility, and performance.. Also seeking to obtain the Series 66 and CFP within stated timeframes

SKILLS

LEAD PROCUREMENT

Accurate Trading

Compliance

Account opening

Client ediucation

RELEVANT EXPERIENCE

FIDELITY INVESTMENTS: CRA, HIGH NET WORTH AND RETIRMENTS

11/2021-11/2023

Assisted high-end clients with high tier stock trades, complex questions, and resolved issues in million-dollar accounts; served as a help desk for retirement questions and helped small business owners open retirement savings accounts.

TRI-COUNTY HEALTH DEPARTMENT, COVID INVESTIGATOR

11/2020-08/2021

Cold called families of dying and ventilated patients to explain quarantine and restrictions for isolation. Cold called people who tested positive for Covid-19 and gave next steps and resources.

ANTHEM, CRUMP, PEARL LAFAYETE1 -- INSURANCE BROKER,

09/2013-08/2021

Inbound and outbound phone sales for life insurance products with high sales conversions. Top Salesman, who trained other associates on proper sales and company procedures. Worked effectively with back office to ensure applications went through properly and on time.

EDUCATION

B.S BUSINESS/ECONOMICS

Univ of Central Florida- 2007

Financial Licenses: 7 & 63- 2022

Other: Health and Life- 2006

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