Resumes
Resumes

Team Leader: Workplace Planning And Advice
View pageLocation:
Cincinnati, OH
Industry:
Financial Services
Work:
Fidelity Investments Oct 2016 - Jun 2019
Client and Participant Services Manager
Fidelity Investments Oct 2016 - Jun 2019
Team Leader: Workplace Planning and Advice
Fidelity Investments Jul 2015 - Oct 2016
Retirement Investment Solutions Manager
Fidelity Investments Mar 2014 - Jul 2015
High Net Worth Service Manager
Fidelity Investments Jun 2012 - Mar 2014
Service Trading Manager
Client and Participant Services Manager
Fidelity Investments Oct 2016 - Jun 2019
Team Leader: Workplace Planning and Advice
Fidelity Investments Jul 2015 - Oct 2016
Retirement Investment Solutions Manager
Fidelity Investments Mar 2014 - Jul 2015
High Net Worth Service Manager
Fidelity Investments Jun 2012 - Mar 2014
Service Trading Manager
Education:
Eastern Kentucky University 1995 - 2000
Bachelors, Music Education, Music
Bachelors, Music Education, Music
Skills:
Finance
Trading
Mutual Funds
Finra
Financial Services
Uniform Combined State Law
Retirement Planning
Investments
Management
Financial Planning
Customer Experience
Sales Management
Sales
401 Retirement Savings Plans
Options
Risk Management
Microsoft Office
Microsoft Excel
Leadership
Customer Service
Retirement Solutions
Tax Exempt
Tableau
Workday
Fixed Income
Stock Market
Client Services
Customer Relationship Management
Siebel
Data Analysis
Supervisory Skills
Time Management
People Management
People Development
Coaching
Coaching and Mentoring
Leadership Development Coaching
Sales Coaching
Trading
Mutual Funds
Finra
Financial Services
Uniform Combined State Law
Retirement Planning
Investments
Management
Financial Planning
Customer Experience
Sales Management
Sales
401 Retirement Savings Plans
Options
Risk Management
Microsoft Office
Microsoft Excel
Leadership
Customer Service
Retirement Solutions
Tax Exempt
Tableau
Workday
Fixed Income
Stock Market
Client Services
Customer Relationship Management
Siebel
Data Analysis
Supervisory Skills
Time Management
People Management
People Development
Coaching
Coaching and Mentoring
Leadership Development Coaching
Sales Coaching
Certifications:
Instructional Design: Adult Learners
Agile Instructional Design
Elearning Essentials: Instructional Design
Learning Management Systems (Lms) Quick Start
Agile Instructional Design
Elearning Essentials: Instructional Design
Learning Management Systems (Lms) Quick Start