Site Vice President, Workplace Participant Services at Fidelity Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work:
Fidelity Investments since Aug 2008
Site Vice President, Workplace Participant Services
Fidelity Investments Nov 2007 - Jul 2008
Vice President, Client Retention
Fidelity Investments Jan 2005 - Oct 2007
Vice President, Marketing Communications
Fidelity Investments Jun 1999 - Dec 2003
Director/Vice President, Communication & Education
Fidelity Investments Jan 1995 - May 1999
Communication Consultant
Education:
The Ohio State University - The Max M. Fisher College of Business 1984 - 1989
BSBA, Marketing
Honor & Awards:
• 2010 and 2011 President’s Circle Nominee
• 2010 12th Man Sales Award
• 2006 American Graphic Design Award
• 2003 Fidelity Investments Outstanding Service Award
• 1999 International Association of Business Communicators Silver Quill Award of Merit
• 1997 International Association of Business Communicators Silver Quill Award of Excellence
• 1997 Fidelity Integrated Service Delivery Team Award of Excellence
First Financial Bank Sep 2016 - Aug 2018
Marketing Director - First Vice President
Tiaa Sep 2016 - Aug 2018
Financial Consultant Director
Fidelity Investments Dec 1, 2013 - Aug 2016
Vice President - Performance Management and Analytics, Stock Plan Services
Fidelity Investments Aug 2008 - Nov 2013
Site Vice President, Workplace Participant Services
Fidelity Investments Nov 2007 - Jul 2008
Vice President, Client Retention
Education:
Fisher College 1984 - 1989
Bachelors, Bachelor of Science In Business Administration, Marketing
Skills:
Crm Marketing Management Cross Functional Team Leadership Program Management Leadership Marketing Communications Strategy Recruiting Strategic Planning Marketing Strategy Training Process Improvement Finra Mutual Funds Strategic Communications Team Leadership Business Strategy Investments Business Process Improvement Customer Relationship Management Financial Services
Interests:
Social Services Children Economic Empowerment Education Poverty Alleviation Health