Andrea Frazer
Denver,CO
Summary
Portfolio consultant with over 13 years of experience in customer service, financial planning, and portfolio construction. Recognized consistently for performance excellence and contributions to success in the finance industry. Strengths in customer relationships and organizational skills backed by training in industry licenses, CFP designation, and chair of a Steering Committee for a privately held organization.
Overview
32
32
years of professional experience
Work History
Steering Committee Chair
Mason Companies
Chippewa Falls, WI
08.2014 - Current
- Organizes functions of the Steering Committee to align with the Family Council's values, mission, and goals. Coordinates execution of tasks established by the Family Council and makes recommendations for action to be voted upon by Family Council members. Coordinates Family Council meetings and events. Acts as a Liaison to the Company’s Board of Directors and CEO.
Jewelry Designer
Self Employed
Denver, CO
09.2010 - Current
- Developed innovative and attractive jewelry designs through metal stamping and bead work. Successfully created a business from home that provided good profit margins and balance for our family.
Portfolio Consultant
Charles Schwab
Englewood , CO
03.2005 - 08.2013
- Managed a book of client assets totaling $400M. Conducted client assessments, portfolio construction, ongoing portfolio management, service requests, enhanced client relationships, and quarterly updates of the market, economy, and changes needed to the portfolio.
Associate Portfolio Consultant
Schwab Schwab
Englewood, Colorado
01.2002 - 03.2005
- Worked with a team of Portfolio Consultants providing customer service, research, and other day to day management to our clients. Recognized as a top contributor to our client satisfaction scores and to the teams overall success.
Retail Client Services
Charles Schwab
Englewood, Colorado
09.2000 - 01.2002
- Provided a high level of customer service assisting clients with trading, service requests, and guidance on the markets/economy/investments.
Education
Dave Ramsey's Financial Peace University Course -
Stapleton Church
Stapleton, CO02.2019
Certified Financial Planner (CFP) - Financial Planning
Metropolitan State University of Denver
Denver, CO06.2005
Bachelor of Science - Finance
Colorado State University
Fort Collins, CO06.2000
Skills
- Data Collection
- Due Diligence/Fiduciary Responsibility
- Portfolio Assessment
- Portfolio Diversification
- Service Consultant Assistance
- Portfolio Management
- Organizational Skills
- Efficient Time Management
Timeline
Steering Committee Chair
Mason Companies
08.2014 - Current
Jewelry Designer
Self Employed
09.2010 - Current
Portfolio Consultant
Charles Schwab
03.2005 - 08.2013
Associate Portfolio Consultant
Schwab Schwab
01.2002 - 03.2005
Retail Client Services
Charles Schwab
09.2000 - 01.2002
Dave Ramsey's Financial Peace University Course -
Stapleton Church
Certified Financial Planner (CFP) - Financial Planning
Metropolitan State University of Denver
Bachelor of Science - Finance
Colorado State University
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