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Andrew Zimmerman

Andrew Zimmerman

Customer Relationship Advocate`

Fidelity Investments | Denver, Colorado

Technologies

My Portfolio Highlights

My New Project

Analyzing Students' Mental Health

My New Course

Introduction to SQL

My New Project

Analyzing Students' Mental Health

Analytical pathfinder, blazing trails to new insights and discoveries.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Intermediate SQL

course

Introduction to Excel

course

Introduction to SQL

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

FINRA Securities Industry Exam (SIE)

FINRA Series 7

NASAA Series 63

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Intermediate SQL
Joining Data in SQL
Introduction to Excel

My Work Experience

Where I've interned and worked during my career.

Fidelity Investments | Sep 2023 - Present

Customer Relationship Advocate

• Execute client trade orders for stocks, options, ETFs, and mutual funds, ensuring accuracy and regulatory compliance. • Assist clients with account transactions, including rollovers, wires, EFTs, deposits, withdrawals, and margin balances. • Guide clients to third-party analyst opinions and help them interpret equity scores, analyst reports, and investment ratings. • Explain Fidelity’s performance tracking tools, helping clients understand transaction records, gain insights from the performance tab, and navigate investment data. • Deliver clear, client-focused explanations of brokerage account features, investment options, and financial regulations. • Recognized internally for leadership and cultural impact, exemplifying Fidelity’s client-first approach. • Consistently achieved a high Customer Experience Index (CEI) impact, recognized internally for delivering exceptional client experiences and service excellence. • Successfully passed the SIE, Series 7, and Series 63 exams on the first attempt, now operating as a registered broker agent in all 50 U.S. states, Puerto Rico, the Virgin Islands, and Washington D.C. • Committed to continuous learning, actively pursuing CFA Level 1 studies and expanding expertise in financial analysis, investment research, and data tools like SQL and Excel.
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Geek Squad | Jun 2023 - Sep 2023

Shift Lead

• Optimized workflows and improved operational efficiency, leading initiatives to streamline customer service processes and drive membership acquisition. • Managed team operations, providing leadership and training to ensure efficient task execution and enhanced customer interactions. • Analyzed store performance metrics, identifying opportunities for efficiency improvements that contributed to increased customer traffic. • Developed data-driven insights to improve service delivery, optimize operational workflows, and enhance efficiency for operational success. • Consistently a top performer in productivity metrics, recognized for high labor efficiency and customer engagement impact. • Strengthened customer experience strategies, applying analytical and strategic thinking to resolve complex service issues.

Geek Squad | Feb 2023 - Sep 2023

Consultation Agent

• Diagnosed and resolved technical issues, providing structured documentation and instructions for advanced repair technicians. • Created detailed service records, ensuring accurate tracking of customer issues and resolution workflows. • Assessed financial options for customers, quoting repair costs and turnaround times while improving service revenue. • Optimized customer engagement strategies, consistently exceeding service revenue and membership acquisition goals. • Achieved 200% of store targets for service revenue per hour, ranking as a top performer in April 2023. • Tripled non-services revenue compared to the next highest earner, demonstrating strong sales and strategic customer interactions. • Streamlined operational efficiency, assisting management with administrative tasks and workflow improvements. • Recognized for delivering outstanding customer experiences, receiving consistent positive feedback and praise. • Effectively balanced multiple roles, acting as both a technical consultant and sales associate to maximize customer solutions.

Best Buy | May 2022 - Apr 2023

Sales Associate

• Utilized customer insights and sales data to drive product recommendations, improving store revenue and customer engagement. • Outperformed store-wide revenue per hour benchmarks, ranking as a top performer in sales efficiency and customer acquisition strategies. • Achieved MVP Sales Recognition for outstanding contributions to sales and customer experience. • Recognized for consistently high membership acquisition, ranking among top performers for Total Tech and financial product enrollments. • Developed strong analytical and problem-solving skills, identifying customer needs and aligning solutions with product offerings. • Collaborated on strategic initiatives with In-Home Advisors to enhance customer acquisition and closing rates. • Received 24+ positive leadership recognitions for excellence in client experience, sales performance, and technical problem-solving. • Supported operational improvements by identifying service gaps and streamlining customer engagement strategies.

Alpha Gamma Omega Fraternity | Dec 2019 - Dec 2020

Treasurer

• Managed chapter finances, overseeing budget allocations, expense tracking, and financial forecasting to support operational sustainability. • Performed financial data analysis on chapter expenses, income, and cost structures to optimize budget efficiency, resource allocation, and cost management. • Developed and delivered financial reports to national leadership, ensuring data-driven decision-making and fiscal transparency. • Implemented cost-saving strategies, reducing chapter expenditures by 63% through financial restructuring and strategic planning. • Led budget planning and risk management, creating strategies to optimize financial resources and mitigate financial risks. • Allocated and tracked over $5K in financial resources, distributing funds across multiple initiatives to maximize impact. • Enhanced financial operations during COVID-19, implementing emergency aid programs to support chapter members in need. • Rebuilt and streamlined financial processes, improving accuracy, efficiency, and budget forecasting for long-term financial stability.

Alpha Gamma Omega Fraternity | May 2019 - Dec 2019

Director Of Philanthropy

• Managed financial planning and budget allocation for philanthropic initiatives, ensuring efficient resource utilization. • Led event coordination efforts, organizing large-scale fundraising initiatives to enhance chapter awareness and community impact. • Developed strategic partnerships with fraternities, sororities, and community organizations to expand fundraising opportunities. • Designed event performance analytical metrics, outlining engagement, financial contributions, and resource efficiency tracking strategies to optimize future philanthropic initiatives. • Collaborated with executive leadership to align philanthropic goals with broader financial and organizational objectives.

Zimmerman Metals Inc. | Jun 2018 - Aug 2018

Business Improvement Specialist

• Led process optimization initiatives in the machining department, driving improvements aimed at acquiring ISO certification and enhancing operational compliance. • Collaborated with cross-functional teams to streamline production processes, aligning workflows with industry regulations to enhance efficiency. • Performed analysis on machine maintenance and service, collecting data from maintenance schedules and current practices to ensure operational continuity and optimize service strategies. • Contributed to the company’s ISO certification process by revitalizing asset maintenance and improving workflow efficiency through process redesigns. • Implemented innovative tools (Inventor Fusion, SolidWorks CAD) to optimize workflow and align with organizational and financial goals, improving productivity and cost efficiency. • Ensured seamless operations of IT infrastructure, maintaining 20 computers, Mac OS Server, and OpenVMS Server, guaranteeing system reliability and support. • Supported major project initiatives, including the design and oversight of construction projects, collaborating with estimators and engineers for accurate budgeting and planning.

Zimmerman Metals Inc. | Jun 2015 - Jul 2016

IT Engineer

• Led the transition to a Mac OS-based workflow, optimizing company infrastructure to improve system compatibility and operational efficiency. • Trained employees on system usage, providing expertise on remote logins, document annotation tools, and software functionalities to enhance workflow productivity. • Managed Mac OS Server and company IT infrastructure, ensuring seamless system operations and contributing to overall organizational efficiency. • Researched and implemented software solutions, staying current on industry advancements to align with the company’s technological goals. • Provided technical support for hardware and software maintenance, ensuring the reliable performance of iMacs and other company systems. • Collaborated with cross-functional teams to ensure technology solutions aligned with organizational processes and operational requirements.

Self Employed | Nov 2011 - Jul 2015

Independent iOS Developer

• Designed and developed iOS applications, managing the end-to-end process from concept to deployment and ensuring seamless integration with user needs. • Collaborated with cross-functional teams to incorporate third-party APIs and libraries, enhancing app functionality and overall user experience. • Used SQL/SQLite for data management, storing and querying user data to ensure apps were efficient and responsive. • Performed rigorous testing and debugging to ensure apps were reliable, optimized, and free of performance issues, improving overall user satisfaction. • Analyzed user feedback and application data, using insights to iterate and improve app features for better user engagement and operational efficiency. • Managed the deployment of applications to the App Store, ensuring smooth submission processes and compliance with platform guidelines. • Created intuitive and responsive user interfaces, focusing on usability and performance to deliver high-quality app experiences.

Zimmerman Metals Inc. | Jun 2012 - Aug 2013

Roll Forming Management Assistant

• Managed client communications and provided technical support, answering questions and clarifying specifications for roll-forming machine purchases. • Coordinated project logistics for machinery fabrication, ensuring timely material procurement and alignment with production schedules. • Organized CAD files and technical documentation, improving project workflow and efficiency by streamlining document management practices. • Tracked material orders and managed inventory for machinery production, ensuring cost-effective procurement and timely delivery. • Collaborated with cross-functional teams, providing support to production and engineering teams to ensure project success and operational efficiency.

Elitch Gardens Theme & Water Park | Jun 2013 - Jul 2013

Lifeguard

• Ensured the safety and well-being of pool patrons, demonstrating strong decision-making and responsibility in high-pressure environments. • Monitored pool activities and enforced safety rules, proactively identifying potential hazards and taking immediate corrective action to ensure safety. • Provided exceptional customer service, responding to inquiries and addressing concerns with professionalism and efficiency. • Conducted emergency rescues and provided first aid when necessary, demonstrating calmness and efficiency in critical situations. • Maintained a clean and safe environment, ensuring operational readiness and safety compliance at all times.

Zimmerman Metals Inc. | Jun 2010 - Aug 2011

Maintenance

• Serviced and maintained industrial machinery, ensuring optimal performance and minimizing downtime to support operational efficiency. • Monitored and maintained the facility’s air compression system, troubleshooting and resolving issues to prevent disruptions in production. • Performed repairs on mechanized tools used in fabrication, applying problem-solving skills to restore equipment functionality and ensure smooth operations. • Collaborated with cross-functional teams to identify opportunities for process improvements and equipment upgrades, contributing to overall facility efficiency. • Documented maintenance activities and repairs, ensuring accurate records and compliance with operational standards.

My Education

Take a look at my formal education

University of Colorado Boulder
Baylor University
Colorado Academy

About Me

Andrew Zimmerman

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