Alexis Martinez
Senior Wealth Management Client Associate at Acorn Creek Capital- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Series 66
-Sep, 2019- Nov, 2024 -
Series 7
-May, 2019- Nov, 2024
Experience
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Acorn Creek Capital
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Management Client Associate
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Apr 2023 - Present
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Registered Wealth Management Client Associate
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Jan 2019 - Apr 2023
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On The Border Mexican Grill & Cantina
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United States
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Restaurants
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700 & Above Employee
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Server
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Mar 2012 - Mar 2020
Greet customers, take orders, table and restaurant maintenance; provide overall customer satisfaction; work with a team and collaborate. Greet customers, take orders, table and restaurant maintenance; provide overall customer satisfaction; work with a team and collaborate.
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CSU Social Psychology Department
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Fort Collins, Colorado Area
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Research Assistant
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Nov 2014 - Jan 2016
I worked with a graduate student in the Social Psychology program to help her with her studies in Nepal of women in leadership positions. I helped transcribe interviews she conducted with these Nepali women, and I conducted qualitative analyses of the interviews based on a coding system the graduate student came up with. Part of my work was published and presented at a conference with the American Psychological Association. I worked with a graduate student in the Social Psychology program to help her with her studies in Nepal of women in leadership positions. I helped transcribe interviews she conducted with these Nepali women, and I conducted qualitative analyses of the interviews based on a coding system the graduate student came up with. Part of my work was published and presented at a conference with the American Psychological Association.
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Respite Care, Inc
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United States
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Non-profit Organizations
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1 - 100 Employee
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Childcare Specialist Intern
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May 2015 - Aug 2015
I participated in general housekeeping, including kitchen maintenance, laundry, food preparations, room maintenance, etc. I assisted kids during meal times, took them to the bathroom, put them down for naps, kept them entertained and busy throughout the day, and I helped provide resources and activities so they could remain engaged. I had a responsibility to log the daily routines for all the kids in my care (which were limited to 1-2 kids per hour), and I had to be mindful of each child's unique medical history and needs. I also worked in the office on the administration side; my duties here included making copies, sending and sorting through mail, and keeping kids' and staff's files up-to-date. Show less
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n/a
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Loveland, CO
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Babysitter
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Nov 2011 - Mar 2012
I watched over two children (ages 2 and 7) at their home and preparing food, providing entertainment, and making sure they were taken care of. I watched over two children (ages 2 and 7) at their home and preparing food, providing entertainment, and making sure they were taken care of.
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Education
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Colorado State University
Bachelor's Degree, Psychology and Business -
Universidade Federal de Santa Catarina
Psychology, Undergraduate Junior -
University of Colorado Boulder
Psychology, Freshman -
Loveland High School
High School Diploma, 10-12 -
Fort Dorchester High School
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