Summary
Overview
Work History
Education
Skills
Timeline
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Carmen Lu Adams

DALLAS,TX

Summary

Dynamic operations leader with a proven track record at Fidelity Investments, enhancing operational efficiency and driving employee performance. Expert in resource management and procedure improvement, successfully leading cross-functional teams to boost client satisfaction. Recognized for cultivating strong client relationships and implementing strategic initiatives that resulted in significant growth.

Overview

46
46
years of professional experience

Work History

Operations Officer

Modulus Media Systems, Inc.
07.2015 - Current
  • 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

Vice President

Fidelity Investments Institutional Services
12.1986 - 07.1999
  • 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

Sales Executive and Financial Planning

The Copeland Company
11.1985 - 08.1986
  • 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

Account Executive

Merrill Lynch
07.1984 - 10.1985
  • 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

Field Sales Representative

United States Gypsum, USG
02.1980 - 07.1984
  • 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

Education

Master of Science - Finance

The University of Texas At Dallas
Richardson, TX
08.1992

Bachelor of Science - Marketing

Murray State University
Murray, KY

Skills

  • Leadership development
  • Management
  • Workflow improvement
  • Effective resource allocation
  • Financial budget oversight
  • Process optimization
  • Cost analysis expertise
  • Business Administration
  • Employee productivity and development
  • Marketing

Timeline

Operations Officer

Modulus Media Systems, Inc.
07.2015 - Current

Vice President

Fidelity Investments Institutional Services
12.1986 - 07.1999

Sales Executive and Financial Planning

The Copeland Company
11.1985 - 08.1986

Account Executive

Merrill Lynch
07.1984 - 10.1985

Field Sales Representative

United States Gypsum, USG
02.1980 - 07.1984

Master of Science - Finance

The University of Texas At Dallas

Bachelor of Science - Marketing

Murray State University

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