LISA ROSS
Jacksonville,FL
Summary
Resourceful and innovative financial professional with over twenty years of experience in learning and curriculum development for students ages 6-56. Offering insightful analysis of content and design to create value-added learning programs that achieve desired business outcomes. Strong communication and interpersonal skills to build relationships with stakeholders and assess learning needs.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Apprentice Instructional Design Team
Fidelity Investments
05.2023 - Current
- Learning software platforms to create learning materials using Helios design principles in an Agile environment.
- Contributing to development of comprehensive employee training courses.
- Teaming with subject matter experts in evaluation and revision of training tools.
- Skilled at working independently and collaboratively in a team environment.
- Targeting diverse learning modalities in development of new course content and training programs.
Central Relationship Manager
Fidelity Investments
04.2022 - Current
- Collaborated with branch business partners to engage current and potential clients to help build meaningful, lifelong relationships
- Strengthened advisory relationships by actively listening and uncovering additional client needs
- Increased client engagement with wealth management teams by improving outreach and educating clients about the benefit of consistent communication with their financial advisors
- Proactive in explaining the roles of various members of wealth management teams to clients
- Contributed to branch and pod meetings consistently.
High Net Worth Associate
Fidelity Investments
11.2021 - 04.2022
- Collaborated with a wide variety of business partners (financial consultants, portfolio specialists, planning consultants, branch office associates) to meet client needs
- Researched issues that clients needed help understanding: wash sales, cost basis, required minimum distributions, retirement account distributions, stock order purchases, and many others.
Customer Relationship Advocate
Fidelity Investments
07.2020 - 11.2021
- Assisted clients with a broad range of needs so they understand their accounts and access the unique tools and services we provide them to meet their financial goals
- Interacted with a wide variety of professionals across business units to deliver stellar client service while maintaining efficiency and courtesy
- Managed heavy call volume every day with positive attitude and focus on client satisfaction.
Teacher
Martin J. Gottlieb Day School
08.2016 - 06.2020
- Designed unique, developmentally appropriate curriculum to meet the needs of diverse learners
- Worked cooperatively with other teachers, administrators and parents to help students reach and exceed learning objectives.
Supervisor of Student Interns and Instructor
University of North Florida
08.2007 - 05.2016
- Taught hundreds of undergraduate college students and coached and evaluated interns to prepare them for a successful teaching career
- Built partnerships between faculty, administrators, and teachers to improve supervision using research-based practices
- Created innovative learning experiences for students that involved hands-on-learning, immersive experiences, and on-going projects with instructor feed-back.
Education
Master of Arts - Reading Instruction
University of Missouri - Columbia
Columbia, MOMaster of Arts - Early Childhood Education
New York University
New York, NYBachelor of Arts - Psychology
Washington University in St Louis
St Louis, MOSkills
- Adaptable and Responsive
- Active Team Member
- Data Driven Decisions
- Highly Organized and Efficient
- Problem Resolution with Attention to Detail
- Self-led Lifelong Learner
- Curriculum Planning and Implementation
- Course Development
Accomplishments
- Successfully changed career path and mastered an entirely different knowledge base to meet and exceed the needs of clients in the financial services industry
- Mentor associates new to their role
- Asked by Central Relationship Manager on-boarding coaches to demonstrate best practices to new associates
- Created and organized the team One Note resource for associates to enhance their skills in the role
- Recognition Central Badges: Coaches Others to Their Full Potential, Thinks and Works Across Fidelity, Owns The Outcome.
Certification
Series 7
Series 63
Series 66
National Board Certified Teacher
Timeline
Apprentice Instructional Design Team
Fidelity Investments
05.2023 - Current
Central Relationship Manager
Fidelity Investments
04.2022 - Current
High Net Worth Associate
Fidelity Investments
11.2021 - 04.2022
Customer Relationship Advocate
Fidelity Investments
07.2020 - 11.2021
Teacher
Martin J. Gottlieb Day School
08.2016 - 06.2020
Supervisor of Student Interns and Instructor
University of North Florida
08.2007 - 05.2016
Master of Arts - Reading Instruction
University of Missouri - Columbia
Master of Arts - Early Childhood Education
New York University
Bachelor of Arts - Psychology
Washington University in St Louis
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