Open To Work
Farnaz Kargarzadeh
Business Operations Manager
Denver,Colorado
Summary
Finance professional with experience in financial analysis, portfolio performance evaluation, and complex trade execution within a brokerage environment. Recognized for translating complex financial and operational data into actionable insights that drive performance, efficiency, and client satisfaction. MBA-qualified with a focus in Project Management, with a strong passion for advancing workplace culture and engagement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Operations Manager
LUX Medical Services
Remote
11.2025 - Current
- Lead end-to-end business operations across clinical, billing, and administrative functions, standardizing workflows to improve efficiency and scalability.
- Drive cross-functional initiatives to optimize internal processes, reduce operational friction, and enhance execution consistency across teams.
- Partner with leadership and frontline teams to prioritize initiatives, implement practical solutions, and support sustainable growth.
- Develop and deliver operational training programs to improve team performance, accountability, and process adoption.
Senior Brokerage Consultant
TIAA
Denver, CO
03.2022 - 10.2025
- Executed high-volume trades across equities, fixed income (municipals, corporates, CDs), mutual funds, and options for portfolios ranging from $500K to $10M+.
- Analyzed market conditions, macroeconomic trends, and interest-rate movements to support informed investment recommendations and trading strategies.
- Conducted in-depth financial and portfolio analysis to assist wealth advisors with client research, portfolio construction, and risk management.
- Served as a key liaison between Wealth Advisors and internal teams, improving communication flow and operational alignment.
- Supported operational process improvements that enhanced execution accuracy, reduced turnaround times, and improved client satisfaction.
- Mentored team members on brokerage operations, compliance standards, and best practices.
Senior Financial Consultant
TIAA
Denver, CO
03.2022 - 10.2025
- Educated institutional and high-net-worth clients on retirement planning strategies, increasing plan participation, and long-term engagement.
- Built and maintained strong client relationships through personalized financial guidance and tailored retirement solutions.
- Developed customized financial strategies aligned with client goals, optimizing retirement outcomes, and financial security.
- Delivered seamless client experiences by executing transactions efficiently, and ensuring compliance with regulatory requirements.
Sales and Marketing Rep
ZEN COMPOUND LLC.
Denver, CO
02.2019 - 12.2023
- Cultivated and managed relationships with high-profile clients, increasing repeat business by 25% through personalized service and event management.
- Coordinated logistics and execution of private events and special engagements, ensuring exceptional client experiences and satisfaction.
- Developed targeted sales messaging and marketing strategies that drove consistent revenue growth and client retention.
- Exceeded sales targets through strategic upselling, consultative selling, and a deep understanding of client needs.
Education
Bachelor of Arts - Economics
University of Colorado Denver
Denver, COMBA - Specialization in Project Management
Colorado State University
Skills
- Strategic planning and execution
- Business process optimization and improvement
- Financial analysis and reporting
- Operational efficiency and process improvement
- Project and program management
- Cross-functional collaboration
- Stakeholder communication and management
- Leadership and mentorship
- Culture building and team development
- Problem solving and critical thinking
- Client relationship management (CRM)
- Risk analysis and mitigation
- Brokerage trading (equities, fixed income, mutual funds, options)
- Wealth management and retirement planning
- CRM, trading, and financial platforms
- Microsoft Office Suite (Advanced Excel, PowerPoint, Outlook)
Affiliations
National Business Manager, Young Professionals Group | TIAA
Led nationwide initiatives focused on strengthening employee engagement, career growth, and mentorship for early career professionals, working closely with cross functional teams and senior leaders to design and deliver impactful programs, workshops, and events. These efforts fostered an inclusive culture and supported professional and leadership development, while carefully managing budgets and resources to ensure scalable, sustainable outcomes aligned with organizational priorities.
Led nationwide initiatives focused on strengthening employee engagement, career growth, and mentorship for early career professionals, working closely with cross functional teams and senior leaders to design and deliver impactful programs, workshops, and events. These efforts fostered an inclusive culture and supported professional and leadership development, while carefully managing budgets and resources to ensure scalable, sustainable outcomes aligned with organizational priorities.
Certification
- Series 6
- Series 7
- Series 63
- Colorado Life & Health Insurance
- SIE (Securities Industry Essentials)
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$90000/yr - $200000/yrTimeline
Business Operations Manager
LUX Medical Services
11.2025 - Current
Senior Brokerage Consultant
TIAA
03.2022 - 10.2025
Senior Financial Consultant
TIAA
03.2022 - 10.2025
Sales and Marketing Rep
ZEN COMPOUND LLC.
02.2019 - 12.2023
Bachelor of Arts - Economics
University of Colorado Denver
MBA - Specialization in Project Management
Colorado State University