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
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)