Christopher 'Austin' Skipper, CFP®
Denton,TX
Summary
Experienced finance professional with 14 years tenure in the financial services industry. A proven reputation of strong leadership and relationship-building skills all while contributing in numerous project management opportunities. Have led in both client facing roles as well as internal support positions in continuously changing work environments.
Overview
14
14
years of professional experience
Work History
Propel Rotational Associate
Fidelity Investments
07.2023 - Current
- Joined the Propel Rotational Program to explore career opportunities across numerous business units within Fidelity and ultimately broaden my professional skillsets.
- Provided associate support and tools analysis for Digital Assets within Personal Investing for the first rotation. Aligned to a squad dedicated to assessing opportunities to improve experiences for both Fidelity clients as well as associates in a new product area. In working in an Agile space for the first time, I also acquired Scrum Master Certification.
- Tasked with multiple project management opportunities within Relationship Management of Workplace Investing. Notably I coordinated a large scale webinar of 230 employers across the northeast region of the US in an effort to bring awareness to Fidelity's Cybersecurity offering to and encourage employers to submit their associate digital contact information. I also assisted in gathering data and resources to be included in the roll out of a new Client Planning tool to help streamline processes for our managing directors and result in significant time savings.
Senior Manager
Fidelity Investments, Workplace Investing
09.2021 - 07.2023
- Implemented early career development program known as "Launch" within Participant Services 401k directed toward career development targeting long term associate retention.
- Led multiple teams while extending my services as licensing point of contact throughout the Launch Pilot encompassing 200 associates obtaining their licenses.
- Develop & mentor associate skillsets across multiple business units, both in and outside of the Launch program. Hold an overall 96% approval rating by associates that have reported to me.
- Provided extensive career navigation and support in associates looking for their next career steps through acting as liaison to unfamiliar business units as well as assisting in building their professional brands.
- Delivered business results while expanding associate engagement in a hybrid team environment.
Regional Center Learning Lead
Fidelity Investments, Learning & Development
04.2011 - 09.2021
- Facilitator of client facing instruction for new Financial Representatives including delivery of general industry practices, building proficiency in Fidelity platforms and recognizing opportunities to enhance client relationships.
- Worked directly with Client Services leadership to build more agile programs and instill practices conducive to speed and efficiency.
- Acquired my Series 9/10 as I shifted to supporting licensing on a national scale that now included managerial and help desk support.
- Leveraged adaptive listening skills daily with associates coming from a variety of backgrounds and organizations to provide a tailored learning experience.
- Led the transition to a virtual licensing program to expand our support capabilities to an even larger field of associates.
Financial Representative
Fidelity Investments, Personal Investing
05.2010 - 04.2011
- Provided inbound support for retail clients through general customer service assistance, problem resolution and providing prescriptive solutions for their long term investing goals.
Education & Certifications
BBA in Finance FINRA Licenses: Series 7,63, 9 & 10
University of North Texas CERTIFIED FINANCIAL PLANNER™
Timeline
Propel Rotational Associate
Fidelity Investments
07.2023 - Current
Senior Manager
Fidelity Investments, Workplace Investing
09.2021 - 07.2023
Regional Center Learning Lead
Fidelity Investments, Learning & Development
04.2011 - 09.2021
Financial Representative
Fidelity Investments, Personal Investing
05.2010 - 04.2011
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Richard De HoyosRichard De Hoyos
Financial 401k Representative at Fidelity InvestmentsFinancial 401k Representative at Fidelity Investments
DAYANANDA KDAYANANDA K
Lead Business Analyst at Fidelity InvestmentsLead Business Analyst at Fidelity Investments
Abhay SharmaAbhay Sharma
Lead DevOps Engineer at Fidelity InvestmentsLead DevOps Engineer at Fidelity Investments
Pradeep KumarPradeep Kumar
Cloud Network Engineer at NOV EnergyCloud Network Engineer at NOV Energy