Fidelity Investments
Vice President, Transformation Scrum Team Lead
Fidelity Investments Apr 2013 - Jun 2016
Vice President, Operations and Quality
Fidelity Investments Feb 2011 - Apr 2013
Director, Premium and Private Client Group
Fidelity Investments Feb 2006 - Feb 2011
Director, Service
Fidelity Investments Apr 2004 - Feb 2006
Manager, Site Sales
Education:
Bowling Green State University 1985 - 1989
Bachelor of Science, Bachelors, Bachelor of Business Administration, Business Administration, Financial Management, Finance
Skills:
Financial Services Leadership Customer Service Investments Management Process Improvement Mutual Funds Relationship Management Series 63 Series 7 Series 8 Operations Management Agile Methodologies Scrum