Alaina Velarde Email & Phone Number

Salt Lake City, Utah, United States

Greater Salt Lake City Area

Greater Salt Lake City Area

Greater Seattle Area

As a financial representative at Fidelity Investments I provided outstanding customer service to current and protective clients. I supported the entire Seattle team in any endeavor to help them achieve their goals and create client satisfaction. I was told by my direct supervisors that I made a positive impact on the entire team.

Greater Salt Lake City Area

Semester-long internship to perform credit analysis on the current bond holdings of DMBA, making buy, sell, or hold recommendations and presenting findings to a credit committee. Skills:Business writingResearchCritical thinking and analysisPublic speakingExcel and Bloomberg

85 Fort Douglas Boulevard, Bldg 602

Worked collaboratively to successfully deploy over $3,000,000 in total funding across various social impact investments, primarily with money allocated for PRI and CRA investments.Led multiple teams simultaneously for various projects, including:-Investing in early stage companies with a socially-oriented business model domestically and internationally-Consulting for an economic development project within Salt Lake City-Funding a local Social Impact Bond-Working with Village Capital cohorts to create deal screensTrained and mentored incoming interns while interfacing between students and upper management. Conducted in-depth research and analysis on potential impact investments, while working collaboratively in student-led and self-directed teams. Created pitch decks and investment memos for potential investments; presented recommendations to the investment committee, consisting of the fund manager, board members, and the CEO, prior to funding. Skills:Written and verbal communicationBusiness writing and editingLeadership and teamworkMentoring and trainingPublic speaking, presenting to high-level executivesExcel, Word, and PowerPointAnalysis and critical thinkingResearchWorking with diverse stake-holdersOrganizing projects with tight timelines

Greater Salt Lake City Area

Managed positive relationships with hundreds of clients and five regional sales offices, provided daily support, offered best practices, and advised on changes to improve program performance and efficiency. Progressed to various positions within the company, learning how an entire process worked from start to finish. Led a team in improving and re-writing automated email notifications to provide more accurate information and clarify client understanding. Worked independently, managing work flow from various sources with ever-changing daily objectives.Skills:Customer serviceManaging client relationshipsWorking with large data files (Excel and Access)Conducting consultation and program launch callsWorking as a team to complete objectivesAdvising on best practicesIdentifying and solving client issues

Greater Salt Lake City Area

Provided patients with all dietary needs on strict timelines while ensuring patient satisfaction and complying to physician-prescribed patient diets. Built a relationship with long-term patients, getting to know their preferences and incorporating that into service. Collected calorie count information on high risk patients and newborns in the NICU. Conducted multiple job tasks in a fast-paced environment while ensuring 100% accuracy for patient safety. Independently requested to learn multiple roles within the department, gaining an understanding of the entire process and the ability to work wherever needed.Skills:Accuracy and efficiencyCustomer serviceCommunication in difficult situationsMultitasking in a fast paced environment

Master’S Degree, Finance, General, 3.9

Marvin J. Ashton Scholarship Teaching assistant for New Venture Finance course Notable courses: Project Consulting - Worked on a student.

Bachelor’S Degree, Entrepreneurship And Strategy, 3.9

Activities and Societies: Student Advisory Committee for the school of Entrepreneurship Graduated magna cum laude from the David Eccles.