Kory Navarro
Jacksonville,FL
Summary
Experienced and enthusiastic Stock Plan Consultant with track record of success throughout tenure in BU. Possesses exceptional interpersonal, problem-solving and analytical skills to provide education and expertise to participants regarding equity compensation plans. Extensive experience in many aspects of the Stock Plan space.
Overview
12
12
years of professional experience
Work History
Stock Plan Consultant (SPS II)
Fidelity Investments
01.2025 - Current
- Assisted participants with service needs and education regarding their equity compensation plans.
- Help Participants find value in Fidelity products by uncovering unstated needs by engaging them through open ended questions and FRM framework
- Schedule appointments as appropriate with our planning partners such as ISR, WPA, FCs, ICs, and ECP/ECAs.
- Facilitated shadowing opportunities as a Double Jack Champion for countless Fidelity reps across several different BUs to get a chance to see our work and how we operate in the SPS/SPSII space.
- Participated in the Executive Service Pre-Clearance upskill during the busy season to assist with PC trades/Executive education regarding their equity compensation plans
- Selected by manager to be an Engagement Champion, again assisting with upskilling peers on engagement skills and building a grow brokerage mentality.
Stock Plan Associate
Fidelity Investments
07.2022 - Current
- Continued assisting clients (participants) with various account needs such as education, balance inquiries, and training. This time with an emphasis on equity compensation.
- Worked with internationally based participants to ensure satisfaction as well as continuing to assist with general matters.
- Honed specialized skillset to help with stated need as well as uncover additional needs via expanded path call model.
- Collaborated with other business units to satisfy client need.
- Coached others within the Stock Plan and CRA spaces with Interaction model tips, tricks, and best practices to help facilitate growth.
Customer Relationship Advocate
Fidelity Investments
03.2021 - 07.2022
- Serviced various client needs, including balance inquiries, money movement, trading and more.
- Answered questions and provided resources as needed to help strengthen client understanding and build confidence
- Increased efficiency and performance by monitoring individual productivity and implementing feedback.
- Implemented and developed client service training processes.
Wildlife Trapper
QuickCatch Inc.
03.2020 - 07.2021
- Worked with landowners or researchers to trap animals (dead or alive) for relocation or identification and release.
- Leveraged humane methods to rid areas of specific animals or assist hunters in animal capture.
- Protected humans and wildlife by trapping animals that threatened well-being.
- Operated and maintained traps to comply with hunting code standards.
- Managed and maintained routine and impromptu schedules to ensure client satisfaction and job completion within a timely fashion.
Land Surveyor
J.W. Cannady Surveying Inc.
12.2017 - 03.2020
- Located monuments and natural geographical features to report on legal boundaries of over 100+ lots
- Compiled measurement and marker data from plats and drawings using public records to determine geographical boundaries of land parcels
- Assessed individual project needs and planned workflows
- Employed GPS/ Total Station technology to successfully complete construction layout tasks as well as boundary/topographical surveys
- Worked as part of a small crew to perform all field survey duties
- Evaluated inventory on regular basis to ensure all equipment is present for each work day for all field crews
Patient Care Coordinator
American Sleep Medicine
07.2016 - 12.2017
- Worked with patients to ensure effective scheduling of tests and procedures
- Sent and handled electronic requests for new medications and medication refills
- Organized and maintained patient records
- Upheld confidentiality requirements and regulatory compliance guidelines in all areas
- Maintained accurate and detailed inventories to keep sufficient supplies in pharmaceutical office
- Cross-trained to support other medical staff to ensure workplace efficiency
Repair Technician
A1A Screen Repair
01.2014 - 07.2016
- Worked frequently with screen enclosure systems to complete knowledgeable inspections and skilled repairs
- Practiced proper usage and safety regulations of power tools and construction equipment
- Maintained excellent rapport with costumers to facilitate their needs as well as create future jobs
Education
High School Diploma -
Allen D. Nease
Saint Augustine, FLSkills
- Attention to detail
- Self organization
- Ability to learn quickly
- Adaptability
- Computer proficiency
- Oral and written communication
- Equity Compensation subject matter expert
- FRM framework proficiency
- Customer relationship management
Timeline
Stock Plan Consultant (SPS II)
Fidelity Investments
01.2025 - Current
Stock Plan Associate
Fidelity Investments
07.2022 - Current
Customer Relationship Advocate
Fidelity Investments
03.2021 - 07.2022
Wildlife Trapper
QuickCatch Inc.
03.2020 - 07.2021
Land Surveyor
J.W. Cannady Surveying Inc.
12.2017 - 03.2020
Patient Care Coordinator
American Sleep Medicine
07.2016 - 12.2017
Repair Technician
A1A Screen Repair
01.2014 - 07.2016
High School Diploma -
Allen D. Nease