Jared Johnson
Castle Rock,CO
Summary
Accomplished Broker adept at growing business through deep knowledge of the financial industry and strong relationship-building abilities. Leveraging over 2 years of Broker experience to generate profits and dividends. Experience in trend monitoring, market pricing and deal-making, buying and selling securities Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Advanced Broker
Charles Schwab
Lone Tree, CO
01.2022 - Current
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Analyzed potential investment opportunities using comprehensive research methods to provide valuable insights to clients.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Mentored junior brokers within the firm, sharing expertise and best practices for success in the industry.
- Participated in ongoing professional development opportunities, staying current on industry advancements and enhancing skills to better serve clients.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
Lead Maintenance Technician
South Suburban Parks & Recreation
Highlands Ranch, CO
01.2018 - 01.2022
- Reduced downtime by coordinating with production teams to schedule maintenance tasks during non-peak hours.
- Increased overall equipment efficiency by optimizing maintenance processes, including prioritization of work orders and inventory management.
- Collaborated with other technicians on complex repairs, resulting in expedited resolution of equipment issues.
- Assisted in training junior technicians, enhancing their technical skills and fostering a culture of teamwork within the department.
- Developed standardized operating procedures for routine maintenance tasks, promoting consistency across all team members and reducing errors.
- Facilitated cross-functional collaboration between departments to address process inefficiencies or recurring equipment failures, resulting in improved operational performance companywide.
- Continuously updated knowledge about industry best practices by attending trade shows, conferences, and relevant training sessions.
Education
High School Diploma -
Littleton High School
Littleton, CO05.2004
Skills
- Market Dynamics
- Risk Mitigation
- Relationship Management
- Compliance Adherence
- Portfolio Management
- Customer service
Certification
SIE, Series 7, Series 63, Schwabs Advanced broker trading.
Timeline
Advanced Broker
Charles Schwab
01.2022 - Current
Lead Maintenance Technician
South Suburban Parks & Recreation
01.2018 - 01.2022
High School Diploma -
Littleton High School