Beth Frias

Beth Frias Email and Phone Number

Portfolio and Planning Lead at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Beth Frias's Location
Salem, New Hampshire, United States, United States
Beth Frias's Contact Details

Beth Frias personal email

n/a

Beth Frias phone numbers

About Beth Frias

Change agent leading adoption of agile methodologies focusing on process and strategy with over 15 years’ experience in the Financial Services industry.

Beth Frias's Current Company Details
Fidelity Investments

Fidelity Investments

View
Portfolio and Planning Lead at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Beth Frias Work Experience Details
  • Fidelity Investments
    Vice President Portfolio And Planning
    Fidelity Investments Dec 2023 - Present
    Merrimack, New Hampshire, United States
  • Fidelity Investments
    Portfolio And Planning Lead
    Fidelity Investments Feb 2023 - Dec 2023
  • Fidelity Investments
    Director Of End To End Process And Digitization
    Fidelity Investments Mar 2020 - Feb 2023
  • Fidelity Investments
    Scrum Master Chapter Lead
    Fidelity Investments Apr 2019 - Mar 2020
  • Fidelity Investments
    Scrum Master
    Fidelity Investments Jan 2018 - Mar 2019
    Merrimack, Nh
  • Fidelity Personal And Workplace Investments
    Senior Project Manager
    Fidelity 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
  • Fidelity Investments
    Senior Business Analyst
    Fidelity Investments May 2006 - Jun 2008
    Provide 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
  • Fidelity Investments
    Manager Electronic Support Service (Ess)
    Fidelity Investments Apr 2005 - May 2006
    Mentored 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
  • Fidelity Investments
    Senior Electronic Support Specialist
    Fidelity Investments Aug 2003 - Apr 2005
    Assisted 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
  • Fidelity Investments
    Online Service Representative
    Fidelity Investments Oct 2001 - Aug 2003
    Resolved 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
  • Fidelity Investments
    Senior Retirement Service Specialist
    Fidelity Investments Jun 2000 - Oct 2001
    Assisted 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
  • Fidelity Investments
    Implementation Services Intern
    Fidelity Investments Sep 1999 - Jan 2000
    Assisted in the entry of PACE ticketsDeveloped architect maps of Fidelity boxesAccounted for installs completed in 1998 and 1999
  • Fidelity Investments
    Associate Systems Analyst
    Fidelity Investments Jun 1999 - Sep 1999
    Assisted project manager with all phases of systems projectsUpdated internal production services web siteAssisted senior manager with transmissions research project

Beth Frias Skills

Project Management Management Business Analysis Sdlc Vendor Management Project Portfolio Management Requirements Analysis Process Improvement Risk Management Project Planning Financial Services Requirements Gathering Program Management Software Development Life Cycle Software Project Management Business Requirements Agile Methodologies Business Process Improvement Ms Project Access Time Management Resource Management Troubleshooting Employee Training Visio Leadership Agile Project Management Scrum Program Delivery Management

Beth Frias Education Details

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.

Not the Beth Frias you were looking for?

  • Beth Frias

    Student At Georgia Gwinnett College
    Snellville, Ga
  • Elizabeth Frias

    “How Wonderful It Is That Nobody Need Wait A Single Minute Before Starting To Improve The World” -Anne Frank
    Brevard, Nc
    2
    yahoo.com, gmail.com

    7 +120385XXXXX

  • Elizabeth Frias

    Resourceful Professional Specializing In Procurement, Policy Analysis And Sales Support Operations.
    Fall River, Ma
    2
    hasbro.com, hasbro.com
  • Elizabeth Frias

    Health Sciences Pre-Clinical Undergraduate Student At The University Of Central Florida | Aspiring Physician Assistant
    Orlando, Fl

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.