Wendi L. Orr
Jacksonville,Florida
Summary
Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Experienced in talent acquisition and retention. Adept at working effectively unsupervised, quickly mastering new skills, and taking initiative.
Overview
6
6
years of professional experience
Work History
Emerging Products
Fidelity Investments
Jacksonville, FL
10.2023 - Current
- Educate, engage, and empower clients through insightful financial conversations
- Collaborate with internal business partners to research and resolve complex problems
- Demonstrate ability to establish rapport and relationships, effectively communicating with participants and other associates
- Resolve challenges, finding suitable resolutions in a timely manner
Financial Customer Associate, WI
Fidelity Investments
Jacksonville, FL
03.2023 - 10.2023
- Successfully transitioned from PI to WI Business Unit
- Learned from peers, mentors, and applied feedback
- Diligently worked daily to improve outcomes
- Earned role of Top Performer September 2023
Customer Relationship Advocate, PI
Fidelity Investments
Jacksonville, FL
05.2022 - 03.2023
- Provided the best possible participant service experience
- Worked with clients to help answer their questions when appropriate
- Connected clients to the most appropriate source for help
- Focus on driving digital in client interactions
Executive Director, Augustine Landing Community
Grace Management, Inc.
Jacksonville, FL
03.2020 - 02.2022
- Oversaw every aspect of operations for the 111-unit community
- Responsible for safety and health of all residents, guests, and staff throughout global pandemic
- Exceeded company standards, ensuring compliance with all governing agencies
- Responsible for meeting sales goals, and all reports including monthly Director’s reports, and budget reports
- Implemented creative ideas enhancing resident experience and staff moral using
- Used emotional intelligence to navigate difficult situations, prioritizing resident needs
- Utilizing staff strengths to build strong and effective teams, cross training for effective scheduling and to lessen attrition
- Managed teams providing regular feedback to enhance performance and foster teamwork
- Responsible for planning, coordination, implementation, and hosting large-scale community events
- Recruited volunteers, managed community outreach projects, and developed community partnerships
- Maintained no less that 86% occupancy rate throughout global pandemic
Senior Centers Manager
City of Jacksonville
Jacksonville, FL
03.2018 - 12.2019
- Responsible for the day-to-day operations of 20 Senior Centers located throughout Duval County
- Accountable for maintaining licensing standards, meeting grant guidelines, and aligning operational costs to 3.8-million-dollar budget
- Managed and motivated 72 staff members, directly supervising seven departmental supervisors
- Effectively worked within communities to establish partnerships, expand funding opportunities, and increase program visibility
- Responsible for conceptualizing, planning, coordination, and implementation of large-scale, theme-based events
- Managed and expanded volunteer base by partnering with various organizations, small businesses, companies, individuals, educational institutions, churches, and neighborhood-based programs
- Analyzed data and wrote grants to expand opportunities for Center growth
Education
Bachelor of Arts - English
Tuskegee University
Tuskegee, ALConcentration - Business and International Affairs, Concentration
Universidad De Guadalajara
Guadalajara, MexicoSkills
- Coaching and Mentoring
- Strategic Thinking
- Innovation and Creativity
- Operations Management
- Relationship Building
- Time Management
Affiliations
Fidelity Investments, Jacksonville, FL November 2023-Present
HBCU Regional Hub Lead Volunteer for Jacksonville
- Execute HBCU strategy to increase engagement and build community
- Coordinate mixers with members and stakeholders virtually and in person
- Represent Fidelity at various regional events, recruiting for open positions
Fidelity Investments, Jacksonville, FL October 2023-Present
Career Ambassador, Mobile MyCareer Center JAX
- Initiated Career Ambassador Pilot Program for Jacksonville Region
- Act as a liaison between associates and Career Center Managers based in Westlake, TX and Durham, NC
- Build and maintain relationships with various stakeholders, including Leadership Teams and associates across business units
- Responsible for helping to plan programming, events, and networking sessions for Jacksonville site
- Provide support and guidance to associate level population, answering questions and providing insight into various opportunities
- Build professional relationships within Fidelity to foster growth and collaboration across business units
Fidelity Investments, Jacksonville, FL March 2014-Present
Associate Experience Roundup Team Member
· Chosen to represent associates in roundtable feedback sessions focused on associate experience
· Provide valuable insight to better enhance new associate transition from orientation and training onto the floor
· Engage in honest, thoughtful discussions to provide possible solutions to associate concerns
· Advocate on behalf of peers in order to enhance transition experience for all associates
Timeline
Emerging Products
Fidelity Investments
10.2023 - Current
Financial Customer Associate, WI
Fidelity Investments
03.2023 - 10.2023
Customer Relationship Advocate, PI
Fidelity Investments
05.2022 - 03.2023
Executive Director, Augustine Landing Community
Grace Management, Inc.
03.2020 - 02.2022
Senior Centers Manager
City of Jacksonville
03.2018 - 12.2019
Bachelor of Arts - English
Tuskegee University
Concentration - Business and International Affairs, Concentration
Universidad De Guadalajara
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