Andrew Swinford
Littleton,CO
Summary
I’m a great communicator with an edge in emotional intelligence. I naturally think and act logically, but I have a unique ability to also speak with people emotionally and understand their perspective, which allows for me to be both efficient and fair in any work I do. I also innately have a profound sensitivity to curiosity - I love to understand the “why” of things.
Overview
7
7
years of professional experience
Work History
High Net Worth Representative
Fidelity Investments
Greenwood Village, CO
02.2025 - Current
- Completed transactions including but not limited to equity and mutual fund trades, money movement and account maintenance
- Work with high net worth clients to accomplish not only current needs but future considerations, like adding beneficiaries and completing RMDs
- Maintain performing stats for role, being above average in customer satisfaction surveys
Customer Relationship Advocate
Fidelity Investments
Greenwood Village, CO
08.2023 - 02.2025
- Obtained SIE, Series 7 and Series 63 licenses in timely manner
- Maintained up-to-date knowledge of company products and services to effectively answer customer questions.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
Community Association Manager
KC & Associates
Littleton, CO
09.2022 - 02.2023
- Planned, scheduled and coordinated general maintenance or repairs for commercial or residential properties.
- Conducted inspections of common areas in order to identify any maintenance or repair needs.
- Reviewed contracts submitted by vendors prior to approval by board members.
Personal Banker
Firstbank Of Colorado
Littleton, CO
02.2022 - 09.2022
- Used currency-counting machine to count currency and received checks.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Maintained accurate records of all transactions conducted throughout the day.
ToGo Specialist
Olive Garden
Lakewood, Colorado
11.2017 - 02.2022
- Checked during and after production to verify order accuracy and confirmed side, napkin and utensil quantities.
- Received payments, returned accurate change and closed checks in POS system.
- Assisted kitchen staff with food preparation tasks such as chopping vegetables or prepping sauces.
- Packaged and bagged cooked food and prepared items.
- Helped management stay on top of supply needs by sharing information about low or spoiled inventory.
Education
Some College (No Degree) - General Studies
Arapahoe Community College
Littleton, COSkills
- SIE, Series 7, Series 63
- Self-studied SQL and Python
- Communication
- Empathetic
- Efficient
- Purposeful
- Problem solving
- Analytical/curious
Timeline
High Net Worth Representative
Fidelity Investments
02.2025 - Current
Customer Relationship Advocate
Fidelity Investments
08.2023 - 02.2025
Community Association Manager
KC & Associates
09.2022 - 02.2023
Personal Banker
Firstbank Of Colorado
02.2022 - 09.2022
ToGo Specialist
Olive Garden
11.2017 - 02.2022
Some College (No Degree) - General Studies
Arapahoe Community College