Kaitlyn ROEBUCK
81 Point Avenue, Wakefield,RI
Summary
Accomplished leader with a track record at Fidelity Investments in customer service and conflict resolution. Oversaw budget management and ensured adherence to policies while optimizing operational processes. Acknowledged for boosting team performance and executing improvements that promote a results-oriented environment.
Overview
16
16
years of professional experience
Work History
PTO President
Broad Rock Middle School and Matunuck Elementary
Wakefield, RI
06.2015 - 05.2019
- Helped create and maintain the organization's yearly budget.
- Guaranteed compliance with insurance, federal tax reporting, policies, procedures, and by-laws
- Fostered environment enabling parents to suggest improvements, ask questions, and provide feedback.
- Collaborated with Administration, teachers, and parents to determine how PTO could address educational and school community needs.
Co-Chairperson
Village Cooperative Nursery School
Wakefield, RI
03.2011 - 06.2014
- Helped create and maintain the organization's yearly budget including teacher and teacher aide's contracts.
- Verified compliance with Insurance, Federal Tax Reporting, policies, procedures, and By-Laws
- Oversaw the relocation of the school.
Manager, Call Center
Fidelity Investments
Smithfield, RI
07.2004 - 07.2006
- Elevated associate performance to Best in Class quality through coaching, mentoring, and engagement strategies.
- Optimized productivity and workflow for call center operations.
- Directed department and business-focused projects that advanced business plan
- Established thorough documentation of policies and procedures for associate clarity.
- Contributed to interviewing and hiring process for talented associates.
Workleader, Client Resolution Unit & the Agility Team
Fidelity Investments
Smithfield, RI
01.2003 - 01.2004
- Collaborated with multiple business partners to swiftly address significant client or system issues.
- Assessed potential risks to company, and analyzed problem resolution alternatives to identify optimal solutions.
- Diagnosed recurring issues and collaborated with relevant business partners to leverage process improvement opportunities for preventing re-occurrence.
Education
B.A. - Economics
Wheaton College
Norton, MASkills
- Customer service
- Conflict resolution
- Policy compliance
- Typing 54 wpm
- Budget management
- Data entry
References
References available upon request.
Timeline
PTO President
Broad Rock Middle School and Matunuck Elementary
06.2015 - 05.2019
Co-Chairperson
Village Cooperative Nursery School
03.2011 - 06.2014
Manager, Call Center
Fidelity Investments
07.2004 - 07.2006
Workleader, Client Resolution Unit & the Agility Team
Fidelity Investments
01.2003 - 01.2004
B.A. - Economics
Wheaton College
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