Summary
Overview
Work History
Education
Skills
Websites
Timeline
Licenses & Certifications
Generic

Mariposa Brook

Broomfield,CO

Summary

Future focused investment professional pursuing my career in wealth management and financial planning at Fidelity.

Qualified ISR I with extensive experience in investment solutions, supporting clients to meet their financial goals. Demonstrated ability to craft tailored investment strategies and provide exceptional customer service. Proven track record in leveraging analytical skills and financial expertise to enhance client portfolios and drive success.

Overview

2026
2026
years of professional experience

Work History

Investment Solutions Representative I

Fidelity Investments
12.2024 - Current
  • CEI 100% August, 93.8% QTD
  • $9,841,181 Total Flows MTD, $12,146,534 QTD
  • Continuous improvement in role and rising KPIs week over week
  • Establish credibility with clients through consistent demonstration of industry knowledge, ethical practices, and commitment to their financial wellbeing.

Customer Relationship Advocate

Fidelity Investments
01.2022 - 01.2023
  • Excel in role as three-time Leader’s Choice recognized team asset.
  • Bring the Leadership Principle - Customer Obsessed to each client.

Medical Office Administrator

Holistica Integrative Care
01.2020 - 01.2022
  • Engaged, registered, and supported new clients.
  • Managed confidential information flow between multiple entities.
  • Developed systems to improve communication efficiency.
  • Increased sales by 49% by streamlining product sales system.

Medical Office Administrator

Boulder Longevity Institute
01.2019 - 01.2020
  • Engaged, registered, and supported new clients.
  • Managed confidential information flow between multiple entities.
  • Developed systems to improve communication efficiency.
  • Increased sales by 49% by streamlining product sales system.

Lead Teaching Assistant – Lifeways Pre K

Mother Earth Playgroup
01.2011 - 01.2012
  • Fostered a positive learning environment with open communication lines between students, parents, and colleagues.
  • Developed strong relationships with students by demonstrating empathy, active listening skills, and genuine interest in their success.

Office Manager / Accounts Receivable

Shoshoni / Konalani Yoga Retreat
01.2006 - 01.2012
  • Provided superior guest relations and student enrollment.
  • Performed AR/AP and oversaw database design.
  • Managed general staff of 24 and all client correspondence and records.

Retirement Representative Dual Skilled College Savings

Fidelity Investments
01.2023 - 2024
  • EIA winning team asset.
  • In-depth knowledge of Retirement, College Savings, ABLE, UTMA/UGMA and other personal brokerage accounts.

Spa Director, Training Leader

Shoshoni Yoga Retreat
01.1999 - 2012
  • Developed client care protocols and scheduling interface. Increased client base by 44%.
  • Conducted training and scheduling of staff and students.
  • Curriculum development and production for Yoga Teacher Training.
  • Managed and motivated employees to be productive and engaged in work.

● Provided superior guest relations and student enrollment.

● Performed AR/AP and oversaw database design.

● Managed general staff of 24 and all client correspondence and records.


Personal Assistant

Justine Malone
2012 - 2019

● Performed QBO bookkeeping in preparation for CPA.

● Managed busy multiple- location Airbnb service.

● Increased gross revenue by 300%.

Education

Bookkeeping Certificate -

Front Range Community College
01.2020

Business Specialization Certificate - undefined

Front Range Community College
01.2020

Skills

  • Team building
  • Team collaboration
  • Retirement planning
  • GPQ
  • Salesforce
  • Team leadership
  • Schedule management
  • Complex Problem-solving

Timeline

Investment Solutions Representative I

Fidelity Investments
12.2024 - Current

Retirement Representative Dual Skilled College Savings

Fidelity Investments
01.2023 - 2024

Customer Relationship Advocate

Fidelity Investments
01.2022 - 01.2023

Medical Office Administrator

Holistica Integrative Care
01.2020 - 01.2022

Medical Office Administrator

Boulder Longevity Institute
01.2019 - 01.2020

Lead Teaching Assistant – Lifeways Pre K

Mother Earth Playgroup
01.2011 - 01.2012

Office Manager / Accounts Receivable

Shoshoni / Konalani Yoga Retreat
01.2006 - 01.2012

Spa Director, Training Leader

Shoshoni Yoga Retreat
01.1999 - 2012

Business Specialization Certificate - undefined

Front Range Community College

Personal Assistant

Justine Malone
2012 - 2019

Bookkeeping Certificate -

Front Range Community College

Licenses & Certifications

Series Licenses: 7, 63, 66

Business Specialization

Bookkeeping

Yoga Instructor

Meditation Instructor