Summary
Overview
Work History
Education
Skills
Timeline
Generic
Kerri Farren

Kerri Farren

Fort Collins

Summary

Proven ability to support individuals in achieving financial goals through a dedicated financial business. Extensive experience in mentoring children in sports and education, fostering personal growth and development. Committed to contributing time and expertise in meaningful environments with like-minded individuals focused on future success.

Overview

26
26
years of professional experience

Work History

Investments and Life Insurance Consultant

Summit Global Private Wealth
Fort Collins
12.2004 - Current
  • Guided clients in achieving financial goals, including retirement, vacations, education, and emergency funds.
  • Recommended optimal investment strategies to align with client needs.
  • Created customized insurance plans based on detailed client assessments.
  • Utilized strong communication and listening skills to engage with a variety of clients.

Lead

After School Kindness Child Care
Loveland
08.2025 - 05.2026
  • Supported children ages 5-12 after school by assisting with homework, facilitating games, and leading craft activities to foster learning and creativity.
  • Facilitated teamwork activities among children to enhance collaboration.
  • Organized indoor and outdoor games to encourage physical activity and enhance social interaction among children.
  • Established safety rules for children's activities to ensure a secure and enjoyable environment.

Special Olympics Track and Field Coach

Self
05.2000 - Current
  • Developed training programs for athletes to enhance performance and skills.
  • Organized practice schedules and coordinated team events throughout the season.
  • Fostered team spirit and encouraged collaboration among athletes during training sessions.
  • Coordinated transportation arrangements for away games or competitions.

Junior Achievement

  • Youth programs in work readiness, financial literacy, and entrepreneurship.
  • Fun activities to learn communication and involvement with the community.
  • Students learned how people in communities and businesses work together.

Education

MBA -

University of Phoenix
01-2004

BS - Business/Finance, Statistics

University of Northern Colorado
01-2002

AA degree - Computer Information Systems

Aims Community College

Skills

  • Education for business and personal achievement
  • Effective communication across ages and learning levels
  • Safety and inclusivity
  • Leadership and role modeling
  • Personal growth support

Timeline

Lead

After School Kindness Child Care
08.2025 - 05.2026

Investments and Life Insurance Consultant

Summit Global Private Wealth
12.2004 - Current

Special Olympics Track and Field Coach

Self
05.2000 - Current

Junior Achievement

MBA -

University of Phoenix

BS - Business/Finance, Statistics

University of Northern Colorado

AA degree - Computer Information Systems

Aims Community College
Kerri Farren