JAMES SIMMONS
ad4q75@r.postjobfree.com
Denver, CO 80218
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
.