Experiences at Fidelity Investments

Over the last several years at Fidelity, I have had the the opportunity to speak with many customers in regards to their benefit plans. In my most recent role, I was responsible for emergency type situations. Working through these issues and providing 100% resolution has made me a stronger individual. I have learned that it is not just getting the job done that counts but providing a quality service to those individuals . I value and take pride in providing good customer service and to add value to the end result....

A wide variety of challenges associated with such a large system implementation as Oracle ERP that included OE, WIP, INV, FIN, and MRP modules.

Honesty, integrity and a track record of success.

Be yourself and committed to series 7 and series 63.

The most challenging aspects of the position was dealing with the hectic pace of the environment. It was certainly baptism by fire, but I more than excelled at my job. I was involved with dealing with Senior Vice Presidents and Vice Presidents within the marketing department on a daily basis. My boss had an immensely busy schedule every day, so I needed to make sure that her calendar was always correct and updated, and that everything was taken care of within a department of many people.

Another challenging aspect was in dealing with the unexpected. From conference rooms not being available to the death of a co-worker, I needed to always be on top of my game and be ready to deal with any crisis that may come my way....

Perform non-discrimination compliance testing on 401(K) plans thru May and currently compiling Form 5500 reports for the plans

Responsible for implementing all aspects of the internal and external recruiting process for designated internal clients by providing efficient, cost-effective, creative recruiting recommendations that result in the employment of talented professionals. Ensure that the staffing needs of Fidelity are met by finding and presenting high quality candidates to the line managers in a timely manner....

Support the Technical Production Management team which includes the management of marketing inventory, creation of high level reports which are presented weekly to senior management, involvement in several large-scale corporate actions, facilitation and supervision of new hire training and direct responsibility in the enhancement and production of effective marketing material...

I was responsible for all usability efforts related to a major redesign and repurposing project. These usability efforts included but were not limited to consulting with Information Architects as they created wireframes of the new designs, recruiting all participants for 4 rounds of internal usability test sessions, working with an external recruiter to recruit participants for a lab based usability test, producing all testing materials, working with Visual Designers and Prototypers to ensure the prototype was in synch with the test scenarios, moderating the majority of all test sessions, collecting and analyzing test session data, making presentations to design team and business sponsor with findings and recommendations, and working with the design team to ensure approved recommendations were implemented into the design....

I had been there in the past three times as a consultant and in each case my work was exceptional. I was reliable, dependable and above all, I was a 'go getter' and 'go to' person. I worked smart and intelligently, and do not believe that the number of hours spent on tasks necessary equates to productivity....