Julian Lopez
Grand Prairie,TX
Summary
Results-driven General Business graduate with track record of excelling in fast-paced environments. Strong client relations skills and ability to resolve conflicts and issues with tact and diplomacy to drive client retention and loyalty. Proficient in schedule management, resource allocation, and financial reporting.
Overview
9
9
years of professional experience
Work History
Retirement Brokerage Services Representative
Fidelity Investments
Westlake, TX
08.2023 - Current
- Managed workplace retirement plans, specializing in Self-Directed Brokerage accounts.
- Acquired both Series 7 and 63 Licensing.
- Established Brokerage accounts, executed transactions involving diverse securities, and provided comprehensive guidance on brokerage products
- Adhered to compliance regulations.
- Performed comprehensive analysis on customer accounts to ensure alignment of financial goals with portfolio.
Financial Customer Associate
Fidelity Investments
Westlake, TX
06.2022 - 08.2023
- Performed extensive research on all inquiries and concerns to achieve complete client satisfaction.
- Discussed client financial options to keep customers informed regarding transactions.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Processed customer transactions and provided receipts.
Reporting Analyst
Metroplex Dermatology
Arlington, TX
06.2020 - 06.2022
- Compiled and analyzed data to generate comprehensive reports.
- Analyzed financial data to identify trends, patterns, and strategies
- Determined and tracked budget expenses with accuracy and transparency.
- Audited financial processes quarterly.
- Verified documented and requested disbursements to facilitate payments.
Lighting Coordinator
Freeman Audio Visual
Dallas, TX
05.2016 - 06.2020
- Managed administrative processes and prepared key reports and documentation.
- Advised managers on organizational policy matters and recommended needed changes.
- Familiarity with pertinent information for all shows and show rules and regulations.
- Assess situations with clients using problem solving skills.
- Handle incoming calls regarding lighting orders.
- Maintained current forklift training and certification as required by company policies.
File Clerk
Metroplex Dermatology
Arlington, TX
06.2015 - 05.2016
- Retrieved requested files and delivered to appropriate personnel.
- Scanned and filed forms, reports, correspondence and receipts.
- Entered information into computer databases with zero errors.
- Implemented practical file system, promoting smooth data gathering and presentation creation.
- Followed standards, promoting data accuracy and confidentiality when reviewing claimant's files.
Education
BBA - General Business
University of North Texas At Dallas
Dallas, TX05.2021
Skills
- Report analysis
- Accounting support
- Financial analysis and planning
- Proficient in Microsoft Excel and Access
- Organizational Management
- Courteous with Strong Service Mindset
Timeline
Retirement Brokerage Services Representative
Fidelity Investments
08.2023 - Current
Financial Customer Associate
Fidelity Investments
06.2022 - 08.2023
Reporting Analyst
Metroplex Dermatology
06.2020 - 06.2022
Lighting Coordinator
Freeman Audio Visual
05.2016 - 06.2020
File Clerk
Metroplex Dermatology
06.2015 - 05.2016
BBA - General Business
University of North Texas At Dallas