Aspen Evans
Florence
Summary
Financial professional with over a decade of experience in myriad financial products and strategies. Proven effective communicator with a keen readiness to learn and grow. Brings foundational understanding of financial principles and solid skills in team building, emotional intelligence, and problem-solving.
Overview
2027
2027
years of professional experience
Work History
Horticulturist
Growing Hobby-Pee Dee State Farmer's Market
Florence, SC
06.2024 - Current
- Managed a tremendously diverse multi-use environment.
- Cultivated a vast knowledge of botanical and horticultural best practices through committed independent study and on the job experience.
- Hired, trained, and supervised all staff procedures, maintaining a knowledgeable and consistent workforce.
Associate Investment Advisor
Charles Schwab
Oklahoma City, OK
2012 - 2013
- Served as primary company representative and first point of contact to all clients in branch interactions.
- Conducted in-person and virtual educational outreach programs and workshops.
- Increased new accounts by 62 million in my first three months of employment.
Stock Broker
Fidelity Investments
Salt Lake City, UT
2007 - 2012
- Obtained NYSE/SEC securities licensing Series 7 & 63, including extensive training in municipal bonds.
- Coordinated TED-X corporate conference and represented Fidelity in local TV advertising and educational outreach.
- Served as Community Events Coordinator, executing on corporate mission of community outreach events for staff of 1,800 employees.
- Developed comprehensive financial plans tailored to client needs across Active Trader, International Trading, and Employee Stock Purchase Plan.
HR Benefits Counselor
University of Utah
Salt Lake City, UT
2005 - 2007
- Generalist and primary benefits contact for university faculty employees.
- Developed training resources for new counselors on benefits systems and procedures.
- Developed and executed employee recognition programs that fostered a positive work environment and reinforced company values.
Financial Counselor
University of Utah Orthopaedic Center
Salt Lake City, UT
2003 - 2005
- Educated patients on financial options and insurance coverage for orthopaedic services.
- Assisted in determining eligibility for financial assistance programs and resources.
- Collaborated with medical staff to resolve billing discrepancies and ensure accurate claims processing.
Education
Bachelor of Science - Political Science
University of Utah
Salt Lake City, UT2011
Associate of Science - General Studies
Utah Valley University
Orem, UT2003
Skills
- Relationship building and management
- Critical thinking
- Debt management
- Risk assessment
- Financial forecasting
- Tax law expertise
- Problem-solving
- Decision-making
- Verbal and written communication
- Conflict resolution
Timeline
Horticulturist
Growing Hobby-Pee Dee State Farmer's Market
06.2024 - Current
Associate Investment Advisor
Charles Schwab
2012 - 2013
Stock Broker
Fidelity Investments
2007 - 2012
HR Benefits Counselor
University of Utah
2005 - 2007
Financial Counselor
University of Utah Orthopaedic Center
2003 - 2005
Bachelor of Science - Political Science
University of Utah
Associate of Science - General Studies
Utah Valley University