Avery Lopez Email & Phone Number

Denver, Co, Us

United States

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Colorado, United States

Greater Denver Area

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsDeliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the clientUncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Account Executive to further discuss with the clientCollaborate with internal business partners to research and resolve complex client requestsConduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Greater Denver Area

Interact with customers, via inbound calls, responding to requests for information and assistance with their brokerage accounts to include description of account features, communicating account balances, and executing efficient and accurate stock tradesEngage in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and internationalLead customers toward defined solutions applicable to their situationEffectively use on-line resources, including Fidelity.com and Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes

Fort Collins, Colorado Area

I am Communication Studies major with a Spanish minor. I have studied politics as well as Chinese and have studied abroad in Yucatan Mexico. I earned an award for being a Key Academic Communities student of the year, and attended a LeaderShape annual conference.My journey at CSU has given me the tacit knowledge that is beneficial to deliberation, adaptability and understanding who my audience is. It has sharpened my presentation and writing skills. Conflict resolution and social media communications are two other areas taught within the department.

I assisted customers finding the products they were looking for. Responsible for maintaining proper on-hand numbers and doing a monthly inventory count on our backroom stock. Also maintained cleaning standards set by the state as well as proper meat handling procedures and protocol such as proper rotation and separation of different meats as well as raw and cooked product.Provided great customer service

Greater Denver Area

I managed the Water Park's food service provider: the Island Grill. Inventory, schedules, and customer service were key parts to the jobs. I dealt with upset customers all day, as the alcohol policy was strictly enforced. In the water park this was problematic as guests do not keep their id in their water gear. I also helped cater the Democratic National Convention at Elitch Gardens.

I performed the roles of the Looney Characters throughout the Six Flags theme park. We were responsible for providing entertainment for our younger guests as teams. Punctuality was required and enthusiasm was a must. We performed a music show twice a day and put together morning birthday events for kids.

Bachelor Of Arts (Ba), Communication And Media Studies

Cfp Certification Course, Finance And Financial Management Services

Activities and Societies: Certified Financial Planner courses Studied all 7 CFP classes they offer and are required as part of aqcuiring CFP