Organized leader proficient in time management. Provides professional and courteous customer service with high levels of integrity and accuracy. Experienced in case management, leading digital, and using our resources to effectively manage my day.
Overview
8
8
years of professional experience
Work History
Branch POD/Wealth Management Service
Fidelity Investments
Covington, KY
06.2019 - Current
Provide white glove service to branch FCs, their team, and their clients. In my tenure I have supported multiple regions including New York, New Jersey, Midwest, and currently the NIC.
Adapt quickly and remain flexible to changing environments in order to maintain productivity levels during periods of high transaction volumes.
Maintaining strong communication with branch partners and clients by following case standards and diligently adding notes and updates to cases.
As a senior rep on the team I help mentor new WMS reps, strengthen relationship with FCs by going into their meetings, and meeting with new RMs and PCs to show them how to best utilize WMS.
I have maintained being a top third performer in calls and cases since starting on team 19 in August 2022
Inheritor Services Group
Fidelity Investments
Covington, KY
10.2018 - 06.2019
Joined SSG and then immediately did an 8 month loan with ISG
Helped Beneficiaries navigate a difficult period by being their point of contact to gather what is needed to receive their portion of assets.
Provided high levels of customer service to sensitive clients and provided a positive experience for possible new clients.
Full Trader
Fidelity Investments
Covington, KY
04.2017 - 09.2018
I strive to help as many customers as possible while providing excellent customer service by having a strong call process and a passion for helping our clients be successful
Help our clients become more financially proficient by showing them how to navigate the website and understand the tools we have available
Proactively engage our clients about their future financial goals while profiling the account for additional opportunities and ways to add value to the call
Contribute to my team by providing daily matrix updates in order to ignite competition and help us grow together
2017 Q4 EIA Winner
2 Positive Escalations.
Education
Bachelor of Arts in Business and Organizational Management -
The University of Akron
Akron, OH
05.2011
Skills
Patience and Empathy
Professionalism and Ethics
Listening and Comprehension
Flexibility and Adaptability
Motivated High Achiever
Timeline
Branch POD/Wealth Management Service
Fidelity Investments
06.2019 - Current
Inheritor Services Group
Fidelity Investments
10.2018 - 06.2019
Full Trader
Fidelity Investments
04.2017 - 09.2018
Bachelor of Arts in Business and Organizational Management -
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd