Monica Redfern

I am a driven, detail-oriented individual looking to explore a new career path which includes self-starting opportunities and a high level or personal responsibility. I have experience in the financial industry, real estate, insurance, and my own entrepreneurial pursuits. Outside of work, I enjoy traveling and spending time outdoors hiking, skiing, camping, and rock climbing as well as attending many of the amazing concerts put on in Denver.

I am seeking a position that is fully remote which would allow me to attain a solid work-life balance and continue to do all of the activities I love to do while also being able to contribute to a great organization.

I spent nearly 2 years in the financial services industry as a Client Relationship Advocate for both the Vanguard Group and Fidelity Investments. I became a licensed trader upon passing the SIE, Series 7, and Series 63 exams and trained up to trading margin and options for clients. I was promoted to the retirements role at Fidelity and later served as a peer mentor for new retirements representatives.

Additionally, I performed consultative plan sales for self-employed individuals and provided information to clients about our general retirement plans on a daily basis. Prior to working in the financial industry, I have worked in real estate marketing and analysis, the insurance industry, and I have experience working on my own clothing business.

In 2020, attained a Bachelor of Arts degree in Business with minors in International Relations and Mandarin Chinese from Lake Forest College in Lake Forest, Illinois. Prior to college, I attended a college preparatory boarding school called The Hill School in Pottstown, Pennsylvania.