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
2024.06 - 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
2021.10 - 2024.05
- 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
2021.10 - 2022.10
- 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
2021.02 - 2021.07
- 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
2020.04 - 2020.11
- 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
2014.07 - 2020.04
- 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, CO2024-05
Associate of Arts - Social Sciences
Barstow Community College
Barstow, CA2021-05
Surgical Technician -
US Army
San Antonio, TX2015-01
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
2024.06 - Current
Labor & Delivery Surgical Technician
U.C. Health
2021.10 - 2024.05
Lead Sterile Processing Technician
Surgery Partners
2021.10 - 2022.10
Certified Sterile Processing Technician
Centura Health
2021.02 - 2021.07
Administrative Supervisor
US Army
2020.04 - 2020.11
Surgical Technologist
US Army
2014.07 - 2020.04
Bachelor of Science - Finance
University of Colorado At Colorado Springs
Associate of Arts - Social Sciences
Barstow Community College
Surgical Technician -
US Army