Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Alejandro Hernandez

Daly City,CA

Summary

Investment professional with solid track record in advising clients on financial plans and investment opportunities. Known for collaborative approach and adaptability, ensuring alignment with evolving market conditions. Recognized for strategic thinking and fostering team cohesion to achieve client-centric results.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Representative

Fidelity
08.2024 - Current
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
  • Streamlined financial processes for improved efficiency and accuracy in portfolio management.


Private Client Banker

Chase Bank
02.2023 - 08.2024
  • Advised customers on bank products, services and financial planning options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.


Housing Eligibility Specialist

SFHA
12.2022 - 02.2023
  • Built and maintained strong relationships with customers by successfully resolving issues and responding promptly to phone inquiries.
  • Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
  • Reduced errors in eligibility determinations by maintaining thorough knowledge of program guidelines and regulations.

Banker

Wells Fargo, Associate Banker
12.2018 - 12.2021
  • Excellent communication skills
  • Referred clients to appropriate sales specialist to assist with their financial goals while working closely with Financial Advisors


Education

B.A. - Economics

San Francisco State University

Skills

  • Customer service
  • Teamwork and collaboration
  • Problem-solving abilities
  • Attention to detail
  • Relationship building
  • Excellent communication

Certification

Series 7

Series 66

Series 65

Series 63

Life and Health


Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Financial Representative

Fidelity
08.2024 - Current

Private Client Banker

Chase Bank
02.2023 - 08.2024

Housing Eligibility Specialist

SFHA
12.2022 - 02.2023

Banker

Wells Fargo, Associate Banker
12.2018 - 12.2021

B.A. - Economics

San Francisco State University

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