Jessica Bunner

Jessica Bunner

Real Estate Intern

Followers of Jessica Bunner602 followers
location of Jessica BunnerEnglewood, Colorado, United States

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  • Timeline

  • About me

    Financial Consultant at Fidelity Investments

  • Education

    • The University of Alabama

      2015 - 2019
      Finance, General
  • Experience

    • Northtowne Appraisal Services

      May 2016 - Aug 2016
      Real Estate Intern

      I assisted in determining values of real-estate, using USPAP and appraising principles. I also developed client relationships by ensuring accurate reports and emphasized time/efficiency. I created a book-keeping system using excel and was responsible for accounts receivable.

    • II-VI HIGHYAG

      May 2018 - Aug 2018
      Financial Accounting Intern

      I had the opportunity to present power point presentations comparing German HGB and U.S. GAAP. I created pivot tables to account for depreciation in machinery as well as calculated totals using ProAlpha to ensure all invoices were correct.

    • Vanguard

      Jul 2019 - Apr 2021
      Brokerage Services Representative
    • Fidelity Investments

      Apr 2021 - now
      • Financial Consultant

        Mar 2024 - now
      • Planning Consultant

        Jan 2023 - Mar 2024
      • Investment Consultant

        Mar 2022 - Jan 2023
      • Investment Solutions Representative

        Apr 2021 - Mar 2022
  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
    • Life & Health Insurance

      FINRA
    • Series 7

      FINRA
    • Series 63

      FINRA