Zachary Gilman
Denver,CO
Summary
I have worked in the financial services for 3 years and held multiple positions at which I have been very successful in discovering and assisting with clients financial needs an opportunities. I have developed skills in gaining trust and support in serving my clientele and am looking to transfer those skills into a new field with West Metro Fire Department.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager
Fidelity Investments
Broomfield, CO
10.2022 - Current
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Developed strategies to attract new customers while retaining existing ones.
Retirement Specialist
Fidelity Investments
Greenwood Village, CO
10.2021 - 10.2022
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Advised clients regarding asset allocation, portfolio diversification, and risk management techniques.
- Provided comprehensive advice on retirement planning strategies, including Social Security benefits and 401s.
Student Assistant Coach
University of Colorado Athletics
Boulder, CO
01.2019 - 01.2020
- Assisted in developing and implementing practice plans for student athletes.
- Adjusted coaching techniques to meet athlete needs and address strengths and weaknesses.
- Assessed player abilities and assigned positions according to individual strengths.
- Analyzed game footage to identify strengths and weaknesses of individual players as well as the team overall.
Maintenance Crew Member
Indian Peaks Golf Club
Lafayette, CO
03.2018 - 10.2020
- Repaired equipment and machinery, performing maintenance according to updated industry standards.
- Calculated required materials needed based on field measurements or work orders.
- Cut grass around the perimeter of the building using a lawn mower.
Education
Bachelor of Arts - Media Communication
University of Colorado At Boulder
Boulder, CO07-2020
Skills
- De-Escalation Techniques
- Excellent Communication
- Relationship Building and Management
- Issue Resolution
- Solution Management
- Team Leadership
- Attention to Detail
Certification
- EMT certification
- BLS CPR certified
- Will be IV/IO certified in February 2024
Timeline
Relationship Manager
Fidelity Investments
10.2022 - Current
Retirement Specialist
Fidelity Investments
10.2021 - 10.2022
Student Assistant Coach
University of Colorado Athletics
01.2019 - 01.2020
Maintenance Crew Member
Indian Peaks Golf Club
03.2018 - 10.2020
Bachelor of Arts - Media Communication
University of Colorado At Boulder
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