Experiences at Fidelity Investments

Except for ever changing direction by my boss, it was a great project and my efforts were exceptional

Lead Information Architect on Fidelity's e-Business design team, working on a suite of workforce effectiveness web applications. Responsibilities include site map design, workflow conception, taxonomy design, wire framing, presentation of application concepts and screens to business key stake holders, management of cross disciplinary team....

Assist retirement plan participants with account inquiries and retirement planning.

Supervise phone associates to improve quality of service and to meet team performance goals.

Resolve escalated participant service issues.

Obtained series 6, 63 and 26 licenses.

Software Programmer responsible for the maintenance and support of HR Staffing client/server application written in Ms Access/VBA, Ms Visual Basic, Ms SQL Server for job posting and fulfillment integrated with Oracle database.

Financial Services Representative-Fidelity Investments: 02/00-08/00
Merrimack, NH
* Identify customer interest and responds by matching pace, tone and choice of investment terms to educate on various services.
* Engage customers in high quality interactions by using basic market knowledge.
* Educate customers to use alternative and more efficient delivery channels....

Most challenging aspect for this job is to ensure that all the moving parts of putting an event come together at the same time to present Fidleity within its brand.

??? Develop and manage direct marketing programs focusing on customer retention while improving the effectiveness and efficiency of programs based on established metrics and ensuring the quality of communications delivered in support of the Retail Brokerage Business
??? Supervise design, development and creative and internal measurement strategy of direct mail programs.
??? Plan and manage events collateral and websites for all industry conferences(Traders Expos and Money Shows), hotel/branch seminars, and Fidelity's Trader's Summit events while managing the $1.1 million budget
??? Develop collateral, investment club and seminar kits for RBCs to use when conducting educational seminars
??? Plan and budget for annual programs focusing on growing Active Traders, Active Investors and Hidden Investors
??? Develop strong partnerships with cross functional team members to provide the support needed to meet/exceed relevant goals and objectives. Partner with Marketing Science, Execution, Promo Effectiveness, High Net Worth, Segment Management, Creative Agency and Product Management to deliver integrated direct marketing and events solutions....

25 minute drive-easy

Through temp agency

Chair races in the hallway, scour the pink sheets for hidden stock gems, get in a quick nine holes before work.