Alexis Martinez

Senior Wealth Management Client Associate at Acorn Creek Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Collins, Colorado, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Series 66
    -
    Sep, 2019
    - Nov, 2024
  • Series 7
    -
    May, 2019
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Management Client Associate
      • Apr 2023 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Wealth Management Client Associate
      • Jan 2019 - Apr 2023

    • United States
    • Restaurants
    • 700 & Above Employee
    • Server
      • 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.

  • CSU Social Psychology Department
    • Fort Collins, Colorado Area
    • Research Assistant
      • 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.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Childcare Specialist Intern
      • 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

  • n/a
    • Loveland, CO
    • Babysitter
      • 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.

Education

  • Colorado State University
    Bachelor's Degree, Psychology and Business
    2014 - 2017
  • Universidade Federal de Santa Catarina
    Psychology, Undergraduate Junior
    2016 - 2016
  • University of Colorado Boulder
    Psychology, Freshman
    2013 - 2014
  • Loveland High School
    High School Diploma, 10-12
    2010 - 2013
  • Fort Dorchester High School
    9
    2009 - 2010

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