Megan Glover
Denver,CO
Overview
4
4
years of professional experience
Work History
Retirement Representative
Fidelity Investments
10.2021 - Current
- Empower and inform retail clients and small business owners to make choices that set them up for success on their road to retirement
- Assist clients with account management, including technical help, placing investment trades, and monetary transactions.
- Maintained metrics above national average for Q3 of 2023 while on loan
- Peer coach for newly promoted retirement representatives, hosting office hours, double jacking sessions,
call reviews, and providing guidance and expanding their retirement knowledge. - Retirement ambassador to Fidelity representatives that are interested in applying to join the retirements team, leading double jacking sessions and speaking in team meetings about the role and department.
Amplify Loan
Fidelity Investments
05.2023 - 11.2023
- Partnered with team Titan Force (DSE) as a Business Analyst intern to assist with projects
- Projects: Facebook Annotations, CES Feedback Survey, Self Service Opportunity Cohort, Updating Retirement Content within the Fidelity Virtual Assistant, and eReview submissions
- Greatly impacted Fidelity's cost savings through these projects by analyzing client submitted data to discover opportunities for improvement, updating the language and guidance for clients regarding personal and small business retirement accounts, and providing more accessibility options for clients
Customer Relationship Advocate
Fidelity Investment
09.2020 - 10.2021
- Assisted clients with account management, technical help, placing investment trades, and monetary transactions
- Trained in training mutual funds, equities, margin, and options
- Maintained a friendly rapport with clients to improve and maintain their relationship with Fidelity
Customer Service Representative
Drizly
05.2020 - 09.2020
- Assisted retail clients, retailers, and vendors with order, delivery, payment, and technology issues while maintaining a friendly and helpful rapport
- Managed and edited accounts including hours, inventory, staffing, and technical integration
- Investigated and processed suspected fraudulent orders and accounts. Worked with Forter (fraud software company) to block or approve customers with suspicious activity.
Education
Bachelor's of Music - Music Education
East Carolina University
Greenville05.2016
Skills
- Series 7, Series 63, and Top Off Licenses
- Experience with Agile Team
- Jira
- CogStore
- Excel (and all Microsoft Office applications)
- eReview
- Problem Solving
- Attention to Detail
- High Emotional Intelligence
- Quick Learner
- Outgoing Personality
Additional Information
In addition to the projects and roles listed, I am also very active in the culture at Fidelity, participating in many different groups wherein I worked with and presented for large groups spanning across different departments and levels of employment.
- Retirement Ambassador
- Business Analyst Intern
- Culture Mentor
- Engagement Ambassador
- Retirement Peer Coach
- Board Member of ENABLE ERG
Timeline
Amplify Loan
Fidelity Investments
05.2023 - 11.2023
Retirement Representative
Fidelity Investments
10.2021 - Current
Customer Relationship Advocate
Fidelity Investment
09.2020 - 10.2021
Customer Service Representative
Drizly
05.2020 - 09.2020
Bachelor's of Music - Music Education
East Carolina University