Beth Frias Email and Phone Number
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Change agent leading adoption of agile methodologies focusing on process and strategy with over 15 years’ experience in the Financial Services industry.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Vice President Portfolio And PlanningFidelity Investments Dec 2023 - PresentMerrimack, New Hampshire, United States -
Portfolio And Planning LeadFidelity Investments Feb 2023 - Dec 2023 -
Director Of End To End Process And DigitizationFidelity Investments Mar 2020 - Feb 2023 -
Scrum Master Chapter LeadFidelity Investments Apr 2019 - Mar 2020 -
Scrum MasterFidelity Investments Jan 2018 - Mar 2019Merrimack, Nh
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Senior Project ManagerFidelity Personal And Workplace Investments Jul 2008 - Jan 2018• Actively oversee $5M USD development of associate desktop projects that engage resources nationally and internationally• Ensure prioritization, backlog management and ongoing program measurements are aligned and achieving desired outcomes; recommend corrective actions as needed• Implemented processes to maximize team efficiency and communicated with senior management to adopt processes for consistency at higher levels within the organization. • Oversee the tactical and strategic work assigned across four scrum teams ensuring agile practices are leveraged• Form and maintain networks / relationships across the organization as it pertains not only to active work, but for planning and collaboration purposes• Part of a team chosen for three new initiatives – migration / adoption of scrum, reconfiguring of cross-department teams into “single teams”, prioritization across a “state” / department versus individual applications -
Senior Business AnalystFidelity Investments May 2006 - Jun 2008Provide business oversight in web development project lifecycleProvide Project Management oversight for multiple small enhancement queuesLead bi-weekly channel prioritization meetingAttend and lead weekly meetings with systems partnersIdentify overlaps in project requestsManage assigning the appropriate Kintana code to requests for billing purposesMentor and provide support to AnalystsManage resources and forecast future needsManage billing and financial reportingMonitor billing codes for appropriate usageProvide monthly financial data to Channel ManagementManage bi-weekly meeting deliverables and weekly systems meetingsCommunicate description of requests to Channel Communications for the monthly install notice -
Manager Electronic Support Service (Ess)Fidelity Investments Apr 2005 - May 2006Mentored associates in career developmentAssisted associates to meet statistical measures such as Average Handle Time (AHT)Collaborated with business partners regarding client and participant escalationsActed as subject matter expert for ESS in ongoing NetBenefits, PSW, and eWorkplace enhancement projectsCoached associates to adhere to GREAT call modelMotivated associates to meet metrics by creating competitionsEnhanced training material -
Senior Electronic Support SpecialistFidelity Investments Aug 2003 - Apr 2005Assisted business contacts with NetBenefits Redesign rollout from ESS's prospectivePrepared and gave ESS road shows to H&W and Payroll associates in Merrimack and MarlboroParticipated in weekly NetBenefits triage processCoached Tier I ESS representatives by provide feedback through call reviews and double jackingPrepared and provide training to ESS new hiresPrepared and provide internal training for new enhancements to NetBenefits and new product rolloutsPrepared monthly call reporting for the Pulse ReportParticipated in multiple NetBenefits project teams including NetBenefits Redesign and support of PayrollAssisted in resolution of NetBenefits xtracs Managed Tier I representatives' schedules and vacation requestsAssisted with Call Review Workshops for the ESS representativesAssisted associates with ongoing projects such as redesign of CSS Online
Online Service RepresentativeFidelity Investments Oct 2001 - Aug 2003Resolved technical issues for participants on NetBenefits websiteSupported Plan Sponsors with password and technical issues within Plan Sponsor WebstationAssisted with login and technical support for Web Workshops and Click2LearnReplied to customer emails about 401(k)/403(b) questions and technical inquiriesSupported companies submitting their fund information through Outside Fund Webstation Assisted Manager in creating Fidelity Email Response Messaging System (FERMS) presentation for Executive Vice President of Customer Support Services and his teamPrepared monthly reporting for call trackingSupported Senior Representatives with associate call reviewsAssisted in creation OLS Awards and Recognition ProgramOver saw Call Review Workshops for OLS representativesReviewed and updated Online Services training materialAssisted in training of new hire OLS representatives
Senior Retirement Service SpecialistFidelity Investments Jun 2000 - Oct 2001Assisted the On-Line Services group with troubleshooting technical issues for participantsSupported participants in the downloading process of appropriate browsers required for NetBenefits access Provided retirement planning information and education to participants involved in 401(K), 401(A), 403(B), and 457 plansParticipated on select team that calculates Maximum Exclusion Allowances for participants contributing to 403(B) plansExecuted customer transactions and service issues pertaining to their retirement accountsUtilized Fidelity systems to assist with service and problem resolution issues
Implementation Services InternFidelity Investments Sep 1999 - Jan 2000Assisted in the entry of PACE ticketsDeveloped architect maps of Fidelity boxesAccounted for installs completed in 1998 and 1999
Associate Systems AnalystFidelity Investments Jun 1999 - Sep 1999Assisted project manager with all phases of systems projectsUpdated internal production services web siteAssisted senior manager with transmissions research project
Beth Frias Skills
Beth Frias Education Details
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Clark Computer Career Institute -
Finance; Computer Information Systems Concentration -
Undeclared -
Salem High
Frequently Asked Questions about Beth Frias
What company does Beth Frias work for?
Beth Frias works for Fidelity Investments
What is Beth Frias's role at the current company?
Beth Frias's current role is Portfolio and Planning Lead at Fidelity Investments.
What is Beth Frias's email address?
Beth Frias's email address is be****@****fmr.com
What is Beth Frias's direct phone number?
Beth Frias's direct phone number is +150896*****
What schools did Beth Frias attend?
Beth Frias attended Clark Computer Career Institute, Bentley University, Assumption University, Salem High.
What skills is Beth Frias known for?
Beth Frias has skills like Project Management, Management, Business Analysis, Sdlc, Vendor Management, Project Portfolio Management, Requirements Analysis, Process Improvement, Risk Management, Project Planning, Financial Services, Requirements Gathering.
Who are Beth Frias's colleagues?
Beth Frias's colleagues are Jarred Baker, Nancy Willson, Onyinye Nwokorie, Emily Pfeil, Alejandro Echevarría, Mba, Jonathan Kobler, Sharitah Namale.
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“How Wonderful It Is That Nobody Need Wait A Single Minute Before Starting To Improve The World” -Anne FrankBrevard, Nc2yahoo.com, gmail.com7 +120385XXXXX
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Elizabeth Frias
Health Sciences Pre-Clinical Undergraduate Student At The University Of Central Florida | Aspiring Physician AssistantOrlando, Fl
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