Overview
Work History
Education
Skills
Timeline
Generic

Jared Saldana

Overview

3
3
years of professional experience

Work History

Sales Representative

Vivint Home Security
Huntsville, Alabama
01.2026 - 08.2026
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
  • Demonstrated product features and benefits to potential clients.
  • Engaged customers to understand their home security needs.
  • Collaborated with team members to enhance sales strategies and techniques.
  • Conducted follow-up calls to ensure customer satisfaction with services.

Wealth Managment Seasonal Client Associate

Merrill Lynch
Los Angeles, California
05.2025 - 01.2026
  • Assisted in client consultations and relationship management, gaining insights from a senior financial advisor.
  • Managed client communications and documentation, ensuring timely follow-ups to maintain strong client relationships.
  • Conducted stock analysis and market research to enhance financial advisor recommendations and optimize client portfolio strategies.
  • Rotated across operations, compliance, and client services to gain cross-functional exposure to wealth management operations.
  • Utilized Microsoft Excel, Word, and PowerPoint for financial research, reporting, and presentations.
  • Demonstrated strong communication, critical thinking, problem-solving, dependability, and teamwork in a fast-paced financial environment.

Server

Aliso Viejo Country Club
Aliso Viejo, CA
07.2024 - 09.2024
  • Fostered member relationships by remembering preferences, contributing to a personalized atmosphere
  • Collaborated with kitchen staff and bartenders to streamline service flow and enhance meal delivery
  • Processed payments and managed billing inquiries, ensuring accuracy and professionalism

Store Associate

In-N-Out Burger
Tustin, CA
08.2023 - 11.2023
  • Operated cash register to process customer transactions helping customers with their orders and served orders to customers
  • Assisted in food preparation by cutting toppings and preparing mixed drinks to enhance customer dining experience
  • Maintained cleanliness of dining room by checking tables and wiping surfaces, ensuring welcoming atmosphere for customers
  • Cleaned bathrooms and tested pH levels to ensure compliance with California health laws, maintaining a safe environment for customers

Education

Bachelor of Arts - Economics

University of California, Irvine
Irvine, CA
06-2027

Skills

Client Relationship Management, Excel Proficiency, Communication and Presentation Skills, Team Collaboration, Time Management, Fine Dining Service, Organization, Leadership, Strategic Planning, Sales Development, Client relationship management, Sales Techniques, Financial analysis, Market research

Timeline

Sales Representative

Vivint Home Security
01.2026 - 08.2026

Wealth Managment Seasonal Client Associate

Merrill Lynch
05.2025 - 01.2026

Server

Aliso Viejo Country Club
07.2024 - 09.2024

Store Associate

In-N-Out Burger
08.2023 - 11.2023

Bachelor of Arts - Economics

University of California, Irvine
Jared Saldana