Laura Downs
Monument
Summary
Dynamic financial representative with a proven track record at Fidelity Investments, excelling in client relationship management and financial analysis. Adept at simplifying complex investment strategies, ensuring documentation accuracy, and enhancing customer service. Committed to delivering tailored solutions that meet client objectives while maintaining regulatory compliance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Representative
Fidelity Investments
Colorado Springs
06.2024 - Current
- Identified and evaluated customer needs for financial products and services.
- Organized meetings with potential clients to discuss their financial goals and objectives.
- Assisted clients in understanding complex investment concepts and terminology.
- Ensured accuracy of all documentation related to client accounts.
Labor & Delivery Surgical Technician
U.C. Health
Colorado Springs
10.2021 - 05.2024
- Performed patient care duties such as taking vital signs, positioning patients, and preparing them for surgery.
- Communicated effectively with team members regarding patient needs during operation times.
- Assisted in prepping and draping of surgical sites.
- Set up equipment, tools, and supplies for procedures and organize instruments as directed in surgeons' preference cards.
Lead Sterile Processing Technician
Surgery Partners
Colorado Springs
10.2021 - 10.2022
- Verified accuracy of count sheets before signing off on deliveries from vendors or manufacturers.
- Participated in continuous improvement initiatives aimed at improving efficiency within the department.
- Organized and maintained inventory of sterile supplies and equipment to ensure sufficient stock on hand.
- Assisted in developing budgets for capital purchases related to sterile processing operations.
Certified Sterile Processing Technician
Centura Health
Colorado Springs
02.2021 - 07.2021
- Disassembled contaminated instruments and prepared them for decontamination process.
- Assisted in training other personnel on proper techniques for decontaminating instruments prior to sterilization.
- Scheduled preventative maintenance visits with external vendors for sterilization equipment.
- Followed infection control protocols while transporting soiled linen between departments.
Administrative Supervisor
US Army
Fort Irwin
04.2020 - 11.2020
- Ensured all administrative tasks were completed accurately and on time.
- Provided guidance to staff members in the areas of customer service, data entry, filing systems, office equipment maintenance, and safety protocols.
- Monitored inventory levels of supplies needed for daily operations and placed orders when necessary.
- Conducted weekly staff meetings to review progress toward goals and objectives and discuss any issues or changes in policy or procedure.
Surgical Technologist
US Army
07.2014 - 04.2020
- Transported patients to operating room before surgery and monitored vital signs throughout procedure.
- Cleansed and disinfected operating rooms after procedures were completed.
- Assisted in the application of wound dressings, casts, and other medical devices.
- Provided assistance to surgeons during operations by passing instruments and other supplies.
- Observed aseptic technique and infection control protocols at all times.
Education
Bachelor of Science - Finance
University of Colorado At Colorado Springs
Colorado Springs, CO05-2024
Associate of Arts - Social Sciences
Barstow Community College
Barstow, CA05-2021
Surgical Technician -
US Army
San Antonio, TX01-2015
Skills
- Financial analysis
- Investment strategy
- Client relationship management
- Regulatory compliance
- Documentation accuracy
- Customer service
Certification
- SIE-FINRA
- Series 7-FINRA
Timeline
Financial Representative
Fidelity Investments
06.2024 - Current
Labor & Delivery Surgical Technician
U.C. Health
10.2021 - 05.2024
Lead Sterile Processing Technician
Surgery Partners
10.2021 - 10.2022
Certified Sterile Processing Technician
Centura Health
02.2021 - 07.2021
Administrative Supervisor
US Army
04.2020 - 11.2020
Surgical Technologist
US Army
07.2014 - 04.2020
Bachelor of Science - Finance
University of Colorado At Colorado Springs
Associate of Arts - Social Sciences
Barstow Community College
Surgical Technician -
US Army
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