Alvaro Cortez
Salt Lake City,UT
Summary
Years of experience as a client-oriented manager with years of experience in high stress environments, goal motivated structures, and developing and maintaining a successful returning clientele base.
I strive to become more than proficient in any area of work I am in. Not just for my own success, but for the success of my team, leaders and for our clientele. I accept any errors on my part as a way to grow. But also seek further education and instruction ahead of time for my own growth and for a better client relationship.
Overview
8
8
years of professional experience
Work History
RETIREMENT AND COLLEGE PLANNING REPRESENTATIVE
Fidelity Investments
Salt Lake City, UT
01.2023 - Current
- Became a fully trained CRA in the fall of 2022. Got promoted and started my training for becoming a Retirement Rep in the late summer of 2023. Became proficient in December 2023 to start my 529 training.
- In my current role I have been able to steadily maintain above avg CEI and CPH stats.
- I get to help our regular call in clients with anything from Small Business Retirement plans, IRA BDA's, and our Individual and Custodial 529's. Clients with a wide network of a few dollars to a few million.
- I also get to help out our own staff. Educate or if need be take over a call from a any service Rep. And assist our local Advisory branches with any questions regarding the Small Business and College Plans we offer. Anything from account opening to maintenance, or simple contribution and distributions.
ASSISTANT MANAGER
Morgan Jewelers
Salt Lake City, UT
05.2020 - 01.2023
- Managed store for the evening shifts. Hit personal and store goals in
sales, warranties, and financing. Trained new incoming employees.
Kept myself updated with new product knowledge from our vendors.
Kept and managed a high clientele base portfolio
STORE MANAGER
Papa Murphys
Rose Park, UT
01.2018 - 05.2020
- Prepared and restocked inventory. Oversaw store, co-workers, and
cash registers. Conducted training for new employees. Served and
delivered food to customers.
LEVEL 2 ASSOCIATE
In - N - Out
Sandy, UT
11.2016 - 12.2017
- Took food orders, prepared produce, cleaned and prepared the dining
room while giving 100% customer satisfaction and interaction.
Education
Bachelors of Fine Arts - EMPHASIS IN ACTING
Westminster College
Salt Lake City, UT05.2020
Skills
- Sales and marketing
- Hiring and training
- Staff development
- Time management
- Team building and leadership
- Spanish Speaking
Certifications
- SIE
- Series 7
- Series 63
Timeline
RETIREMENT AND COLLEGE PLANNING REPRESENTATIVE
Fidelity Investments
01.2023 - Current
ASSISTANT MANAGER
Morgan Jewelers
05.2020 - 01.2023
STORE MANAGER
Papa Murphys
01.2018 - 05.2020
LEVEL 2 ASSOCIATE
In - N - Out
11.2016 - 12.2017
Bachelors of Fine Arts - EMPHASIS IN ACTING
Westminster College