Jaeden L. Jones
Colorado Springs,CO
Summary
Championed continuous learning and skill mastery to drive personal and team success. Fostered a proactive work environment that thrives under pressure. Leveraged insights from experienced colleagues and literature to improve team performance and communication.
Overview
7
7
years of professional experience
Work History
Workplace Planning Consultant II
Fidelity Investments
Greenwood Village, CO
09.2023 - Current
- Implemented advanced analytical tools to refine and streamline planning methodologies.
- Provided mentorship to junior consultants, focusing on effective project management and strategic analysis techniques.
- Analyzed individual financial goals and risk tolerance to develop customized retirement and investment strategies for 401(k) participants.
- Analyzed financial data to assess asset allocation effectiveness and project retirement income scenarios.
- Guided participants with retirement planning by providing insights into 401(k) allocations and tailored investment selections.
- Educated participants on the advantages of Fidelity's financial products and services, ensuring clear and impactful communication.
- Developed and implemented onboarding strategies for new participants, promoting a smooth transition into Fidelity's wealth management services..
- Coordinated efforts with a cross-functional team of financial experts to improve client results and accelerate revenue generation.
- Worked through the WPA pipeline starting in Licensing and moving to Connect and Advance, then WPC I
SOCC Operator
Allied Universal (BPX Energy / CBRE)
Denver, CO
12.2021 - 08.2023
- Deciphers and responds through important emails and well site alarms coming from across the nation
- Maintains all radio traffic at local site with excellent radio brevity
- Monitors surveillance cameras locally and nationally
- Maintains Daily Activity Reports for all the scheduled guards on shift
- Deals with access control across over 5200 sites around the country
- Create and maintenance badges for a total of over 2,000 employees and contractors
- Know all emergency procedures including fire, active shooter, bomb threats and medical emergencies.
Patrol Guard
Allied Universal / G4S (BPX Energy / CBRE)
Denver, CO
07.2021 - 11.2021
- Monitoring surveillance cameras
- Performing scheduled and random patrols of office buildings checking for any security breaches or emergencies
- Screening visitors and packages in and out ensuring the safety and happiness of the client
- Observing and reporting incidents to security team and clients
- Communicating effectively and concisely to the security team in various non-emergency or emergency situations
- High customer service quality in an environment where professionalism and astuteness are key
General Manager
Papa Murphy’s
Denver, CO
10.2018 - 07.2021
- Hire, Train, schedule and manage employees in daily tasks
- Develop good customer relationships and address all customer service needs in a demanding environment
- Maintain purchasing, Inventory, maintenance, and other operational functions
- Incorporate strategies for a better workplace efficiency while meeting critical goals by executing specified criteria
- Prepared all food products including, pizza dough, all produce items, desserts and more
- Worked my way up from a crew member to Supervisor, to Assistant Manager to General Manager
Education
DIPLOMA - undefined
Thomas Jefferson High
01.2020
Skills
- Exhibited proficiency in multitasking by prioritizing and executing various tasks with precision
- Leveraged outstanding people skills to engage and connect with individuals from different backgrounds and demographics
- Consistently maintained a proactive approach to work, ensuring reliability and productivity in all assignments
- Promoted teamwork and cooperation while prioritizing concentration on job performance and objectives
- Analyzed and integrated advanced planning concepts to optimize investment strategy development
Licenses
Securities Industry Essentials - FINRA (2023)
Series 7 - FINRA (2023)
Series 66 - NASAA (2024)
Aspiring ChFC Designation - American College of Finance (Currently working on)
References
Christina Harrison - WPC I Team Leader
Joe Mondello - WPC 1&2 Leader
Kali Schulte - WPC 2 Leader
Timeline
Workplace Planning Consultant II
Fidelity Investments
09.2023 - Current
SOCC Operator
Allied Universal (BPX Energy / CBRE)
12.2021 - 08.2023
Patrol Guard
Allied Universal / G4S (BPX Energy / CBRE)
07.2021 - 11.2021
General Manager
Papa Murphy’s
10.2018 - 07.2021
DIPLOMA - undefined
Thomas Jefferson High