Summary
Overview
Work History
Education
Skills
Licenses & Certifications
Internships & Part - Time
Timeline
Generic

Riley Robar

Littleton,MA

Summary

  • Ticket Sales & Box Office Manager - Lowell Spinners Baseball (Oct 2019 - June 2020). Oversaw ticketing department from both operations & sales lenses while contributing as leading sales person in ticket revenue.
  • Group Sales Manager - Stockton Ports Baseball (Oct 2017 - Sep 2019). Leading & target achieving group salesperson. Worked with team promotions, operations, & revenue tracking for all facets of team group sales.

Overview

4
4
years of professional experience

Work History

Senior SPS Executive Services Specialist

Fidelity Investments
05.2021 - Current
  • Top 20% national performance in both efficiency and engagement categories, generating business development leads and appointments
  • Assist corporate participants, primarily c-suite and senior level executives with Employee Equity compensation plans.
  • Engage executives beyond their stated need, connect with them & discover different areas of opportunity to grow relationships with Fidelity through different business partners internally and help them achieve financial goals.
  • Educate participants on their respective equity compensation plan including their transaction options, rules, and plan changes.
  • Promoted from stock plan associate to stock plan consultant and finally to executive services within a 5 month span.

Subject Matter Expert Loan - SPS Product

Fidelity Investments
01.2023 - 01.2024
  • 12-month loan assignment supporting Blackjack & Galaxy squads within SPS the participant experience product area. Working closely with each squad lead to help plan, execute, and manage tasks in an agile environment.
  • Remove squad impediments by taking on tasks to improve efficiency including data mapping back end API responses to front end experiences within both current state & future state analysis.
  • Facilitate feedback sessions with different organizational stakeholders on different front-end components to build the best participant experience.
  • Utilize JIRA to write out stories & acceptance criteria for Tagging & International Sell Ticket development epics while leading sprint planning & refinement sessions on these epics as well.
  • Brainstorm & document analysis using Confluence for different projects including SPS transaction history consolidation, international sell ticket development, & Stock Plan OUS account details page updates.
  • Generate Adobe Analytics dashboard with tagging strategy to track specific data metrics around web user experience data & click flows, generating hundreds of new, trackable data points.
  • Present quarterly in front of SPS phone leadership nationally to discuss our product areas, key takeaways, & development from the loan opportunity.

Customer Relationship Advocate

Fidelity Investments
10.2020 - 05.2021
  • Provide primary customer support to clients in fast-paced environment
  • Assist clients with all service needs i.e online assistance, money movement transactions, account servicing, investment trading, etc.
  • Educate clients on both their accounts & resources that Fidelity provides in assisting clients reach their financial goals


Education

Bachelor of Science - Sports, Entertainment, & Event Management

Johnson & Wales
Providence, RI
05.2017

Skills

  • Experience with JIRA, Confluence, & Collaboration tools like Mural & Miro
  • Customer Facing & Relationship Building
  • Team Leader & Role Player
  • Well versed in Microsoft Office Suite
  • Proficient in CRM (Salesforce), Focus Point, & Tableau Familiar with other BI tools like Power BI and Oracle
  • Strategic Planning & Marketing
  • Critical Thinker & Problem Solver
  • Coursework through Degreed, Udemy, and LinkedIn Learning on agile and business analysis fundamentals

Licenses & Certifications

  • Registered Scrum Master
  • FINRA SIE, Series 7, & Series 63
  • Certified Equity Professional - Level 1
  • Certified Agility Health Facilitator

Internships & Part - Time

  • Youth Sports Coach & Counselor - Viking Sports (2020)
  • Team Mascot & Intern - Providence Bruins Hockey (2014-2017)
  • Summer Intern - Lowell Spinners Baseball (2016-2017)


Timeline

Subject Matter Expert Loan - SPS Product

Fidelity Investments
01.2023 - 01.2024

Senior SPS Executive Services Specialist

Fidelity Investments
05.2021 - Current

Customer Relationship Advocate

Fidelity Investments
10.2020 - 05.2021

Bachelor of Science - Sports, Entertainment, & Event Management

Johnson & Wales
Riley Robar