Carmen Lu Adams

• Shared founding of Modulus as a technical start up in the Audio Visual space
• Responsible for financial decisions, payroll and human resources
• Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and increase product and service sales
• Implemented processes that simplified procedures and reduced average processing time
• Coordinated and led meetings to inform management and stakeholders of operational challenges and suggested improvements
• Designed and coordinated marketing for industry trade shows, including booth design and marketing implementation

• Entered Fidelity in Brokerage Services, taking 150 trades a day directly with the Exchange floor. Later promoted to Manager in Brokerage Services and promoted to Director, Institutional Operations to serve corporate clients in 401K and retirement plans
• Team leader in new operational offices in Dallas, Tx and Covington, Ky.
• Established and led project to interview and entertain key corporate clients for feedback on strategic initiatives to enhance client engagement. Frequently presented results to Executive team to influence and lead Fidelity in growth and customization of premier clients with multi-millions in investment. Responsible for budget and spending.
• Cultivated strong relationships with key stakeholders, including Fidelity executives, institutional customers, and client relationship managers to promote collaboration and long-term success
• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction
• Demonstrated proficient leadership skills to motivate employees and build competent teams
• Collaborated with senior management to develop strategic initiatives and long term goals

• Assisted sales team to provide long term financial plans to current and new clients. Presented all plans and followed through for goal achievement
• Also, provided sales and customer service to new clients by representing the 403B financial products for retirement plans

• Prospected, developed and maintained strong client relationships to drive account growth via investor goals and strategic investment choices
• Conducted market research to identify new investment opportunities and trends
• Delivered compelling presentations to prospective clients on diversified portfolios

• Responsible for all sales and company services for western Kentucky and southern Indiana. Opened new clients to establish greater marketshare during low economic growth
• Developed and maintained strong client relationships to drive sales growth
• Analyzed customer needs and managed short supply product availability
• Collaborated with cross-functional teams to optimize service delivery
• President's Award winner 4 years in a row

• cum laude graduate
• Alpha Gamma Delta Sorority Member

Treasurer

Panhellenic Council