Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

John Pedraza

Lakewood,CO

Summary

Results-driven professional with over 4 years of experience in financial services. Known for time management skills, successfully assisting clients with retirement accounts and ensuring compliance with policies. Ready to leverage expertise to drive customer satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Associate II

Fidelity Investments
Greenwood Village, Colorado
03.2022 - Current

Service inbound calls from participants needing assistance with their workplace retirement accounts. Professionally assisted with loans, withdrawals, rollovers and enrollment into plans. This also included handling incoming inquiries, troubleshooting, and policy management.

Site Supervisor

Allied Universal Security
Aurora, Colorado
02.2020 - 03.2022
  • Addressed client concerns promptly to maintain strong relationships.
  • Ensured compliance with safety and security protocols at all times.
  • Coordinated training programs for new security personnel.
  • Fostered teamwork and communication among security staff members.
  • Maintained accurate records such as daily reports, timesheets and other related documentation as required by management.

Broker Associate

Keller Williams
Denver, Colorado
03.2017 - 11.2019
  • Facilitated client transactions and negotiations to ensure smooth real estate processes.
  • Cultivated relationships with clients to enhance customer satisfaction and loyalty.
  • Conducted market analysis to identify trends and inform client decisions.
  • Located new clients through database searches, referrals and in-person prospecting.

Education

Associate of Applied Science - Respiratory Care

Pickens Technical College
Aurora, CO

Skills

  • Loan processing
  • Account management
  • Customer relationship management
  • Detail orientation
  • Time management
  • Problem solving
  • Effective communication

Certification

  • Securities Industry Essentials

Timeline

Financial Associate II

Fidelity Investments
03.2022 - Current

Site Supervisor

Allied Universal Security
02.2020 - 03.2022

Broker Associate

Keller Williams
03.2017 - 11.2019

Associate of Applied Science - Respiratory Care

Pickens Technical College
John Pedraza