Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori Ann Diana

Staten Island,NY

Summary

Accomplished Senior Brokerage Representative at Fidelity Investments, adept in portfolio management and fostering teamwork. Excelled in enhancing client satisfaction through exceptional service and meticulous attention to detail. Proven track record in project management and data interpretation, achieving streamlined operations and collaborative success. Skilled in leveraging Excel and SharePoint for business analysis, demonstrating a goal-oriented approach to surpassing objectives.

Overview

11
11
years of professional experience

Work History

Senior Brokerage Representative

Fidelity Investments
Jersey City, NJ
02.2008 - 04.2019

• Provided superior customer service to our clients.

• Handled the daily trades, transfers and distribution payouts that occurred in client accounts.

• Helped manage the daily reconciliation process of client accounts.

• Strong business analysis and data/ information management skills through strong knowledge of Excel

• Strong knowledge of standard desktop applications: MS Office - PowerPoint, Excel, SharePoint and Outlook

• Strong written and verbal communication skills and proven ability to work with senior management

• Demonstrated ability to create a collaborative environment by creating a strong network to achieve the desired result

• Experience & knowledge of project management methodologies/ discipline

• The incumbent should possess conceptualization skills with strong implementation capabilities

• Ability to work with tight timelines and in demanding and dynamic environment

• Exceptional attention to details

• Ability to influence and direct activities or resources outside of direct control

• Experience in program implementation, project management, controllership or similar roles

Education

Bachelors Degree - Finance

College of Staten Island of The City University of New York
Staten Island, NY
05.2008

Skills

  • Follow-up Techniques
  • Goal-Oriented
  • Portfolio Management
  • Data Interpretation
  • Teamwork and Collaboration
  • Customer Service
  • Time Management

Timeline

Senior Brokerage Representative

Fidelity Investments
02.2008 - 04.2019

Bachelors Degree - Finance

College of Staten Island of The City University of New York
Lori Ann Diana