Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Edvan A. Araiza Hermosillo

Aurora,CO

Overview

7
7
years of professional experience

Work History

Retirement Consultant

Empower Retirement
Greenwood Village, CO
03.2024 - Current
  • Clarified advantages and disadvantages of multiple types of retirement plans.
  • Analyzed clients' financial situations, identified risks or potential downfalls to provide tailored education based on the information provided.
  • Documented all sales-related activities and forecasting.
  • Partnered with Financial Advisors and referred to other business segments to promote healthy sales growth.

Private Client Banker

KeyBank National Association
Centennial, CO
07.2022 - 03.2024
  • Engaged with current and potential clients to determine financial objectives.
  • Led regional development through education delivered to sales teams.
  • Worked alongside financial experts to construct diversified portfolios.
  • Collaborated with high net worth clients and referred to various business segments as necessary.

Personal Banker

FirstBank
Aurora, CO
08.2021 - 07.2022
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Promoted diverse array of financial products by continuously acquiring new industry knowledge.
  • Exercised flexibility in a high-paced environment

Guest Service Representative

Glenwood Springs Recreation Center
Glenwood Springs , CO
11.2017 - 08.2021
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Educated customers on special pricing opportunities and corporate offerings.
  • Documented conversations with customers to track requests, problems and solutions.

Education

Bachelor of Arts - Finance

Metropolitan State University of Denver
Denver, CO

High School Diploma -

Glenwood Springs High School
Glenwood Springs, CO
06.2020

Skills

  • Series 6/7
  • Series 63
  • Colorado Life & Health insurance Producer
  • Bilingual in Spanish and English
  • Relationship management
  • Retirement needs

Affiliations

  • Key Club, direct community engagement with projects such as soup kitchens, health fair, and fundraising.
  • Capstone Project, created an informational investment presentation which taught high school students about retirement accounts, stocks, bonds, ETF's, and real estate.

Timeline

Retirement Consultant

Empower Retirement
03.2024 - Current

Private Client Banker

KeyBank National Association
07.2022 - 03.2024

Personal Banker

FirstBank
08.2021 - 07.2022

Guest Service Representative

Glenwood Springs Recreation Center
11.2017 - 08.2021

Bachelor of Arts - Finance

Metropolitan State University of Denver

High School Diploma -

Glenwood Springs High School

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Edvan A. Araiza Hermosillo