Jason Arzate, MBA

Experience

• 

  University of Redlands

  Sept 2017 - Dec 2020

  Assistant Librarian

  •Managed the front desk at the University of Redlands library which required multitasking between phone inquiries, matching undergraduate/ graduate students with their required course materials, scheduling meetings with librarians, and assisting with the multitude of online resources•Mastered the duodecimal system after shelving thousands of books, helping gain impeccable organizing skills and intense attention to detail

• 

  Securitas Security Services USA, Inc.

  Apr 2019 - Sept 2022

  Global Security Operations Center Operator II

  • Ensured the safety of all personnel and company property by overseeing thousands of alarms and monitor-points across 12 client sites• Managed emergency and distress calls in a professional manner by referencing my cross-functional team to find quick solutions• Established a welcoming environment by crafting strong interpersonal relationships with both employees and visitors for various clients including Intuit, LinkedIn, and Amazon Web Services.

• 

  Lilly of the Valley Foundation

  Aug 2019 - Dec 2019

  Marketing Consultant

  •Developed a marketing plan to increase membership and prospective partnerships by contacting 3 surrounding school districts and several congregations •Updated client’s web page using Square Space software to facilitate user experience and engagement through the application process•Collaborated effectively with two other consultants by splitting up tasks, while staying aligned with the client’s goals through periodic follow-up meetings

• 

  New York Life Insurance Company

  May 2022 - Oct 2022

  Financial Professional

  • Conducted detailed evaluations on my clients’ current financial situation by recording all personal assets and liabilities before identifying their future financial goals• Created custom product offerings (ranging from investments, life insurance, and annuities) tailored towards helping clients achieve their financial objectives and provide greater peace of mind

• 

  Fidelity Investments

  Mar 2023 - now

  -Conduct financial profiling and analysis for clients to initiate retirement planning relationship -Execute stress tests to simulate and project retirement portfolio performance, over the client’s lifetime, under a wide range of scenarios

  • Relationship Manager

    Apr 2024 - now

  • Financial Representative

    Mar 2023 - Apr 2024