Christopher Fields

Christopher Fields Email and Phone Number

Interim Client Services Team Leader with Fidelity Investments | Coach, leader, and mentor to financial representatives | Series 9/10 Delegated Supervisor @ Fidelity Investments
Christopher Fields's Location
Keller, Texas, United States, United States
Christopher Fields's Contact Details

Christopher Fields work email

Christopher Fields personal email

n/a
About Christopher Fields

Currently serving on Westlake's Client Services Leadership team. Privileged with the opportunity to develop, mentor, and motivate financial professionals, pushing the boundaries of their success, all while advocating for the ultimate client experience.

Christopher Fields's Current Company Details
Fidelity Investments

Fidelity Investments

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Interim Client Services Team Leader with Fidelity Investments | Coach, leader, and mentor to financial representatives | Series 9/10 Delegated Supervisor
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Christopher Fields Work Experience Details
  • Fidelity Investments
    Interim Client Services Team Leader
    Fidelity Investments Aug 2024 - Present
    Boston, Ma, Us
  • Fidelity Investments
    Help Desk Tier 2, Client Services
    Fidelity Investments Mar 2023 - Present
    Boston, Ma, Us
    - Led customer experience initiatives across PI Client Services to further enhance associate proficiency/metrics, EQ skills, and functional support. - Planned, led, and executed various panels, workshops, and debriefs to further our mission of “One Fidelity” and support our associates through their journey in Personal Investing
  • Fidelity Investments
    Help Desk Tier 1, Client Services
    Fidelity Investments Mar 2022 - Mar 2023
    Boston, Ma, Us
    • Aid and advocate for Fidelity associates, and clients • Coach, mentor, and lead associates to success in their current skill set and beyond to achieve or exceed results • Learn, collaborate, and engage with teammates and peers to learn new ways to efficiently assist clients and associates • Operate as a Supervisor, assisting Stockbroker/Trader representatives who engage in initiating various trade orders of Mutual Funds, Equities, Margin/Options, etc. on behalf of clients. • Use risk-based analysis to provide supervisory oversight and guidance to associates to mitigate risk for clients, associates, and the firm.
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Jun 2021 - Mar 2022
    Boston, Ma, Us
    • Assist, service, and advocate for Fidelity clients • Drive Digital and provide knowledge for clients on navigating Fidelity’s digital tools and client facing programs in order to provide the ultimate client experience. • Ensure client safety and security by thoroughly verifying clients and by offering various security features. • Learn, observe, and engage with teammates and peers to learn new material, foster new ways to show client obsession, and ultimately help one another grow in their role • Operate as liaison to efficiently connect clients to various business units to garnish support and take care of our client’s needs. • Operate as a Stock-broker/Trader, initiating various trades/trade orders of Mutual Funds, Equities, Options, etc. on the clients behalf.
  • Exp Realty
    Realtor
    Exp Realty Mar 2021 - Mar 2022
    Bellingham, Washington, Us
    • Built, managed, and executed all aspects of current real estate business. Including but not limited to: Marketing (Online and offline), self-management, time management, scheduling of showings (Open houses, vendor meetings, client meetings, etc.), client representation, and the values/operations set by the sponsoring broker.• Managed, audited, and budgeted profits and expenses for business.• Handled and represented clients with utmost importance and attention to detail, creating a voice for clients and ultimately helping meet client needs.• Wrote, executed, and negotiated real estate contracts and addenda for clients both in writing and using various computer systems and notaries.• Provided technical, statistical, and market-based analysis’ on homes to provide values and estimations.
  • Texas Health Resources
    Mission Control/Patient Transport Team Leader
    Texas Health Resources Oct 2020 - Jun 2021
    Arlington, Texas, Us
    • Operated, managed, and supervised the central dispatching office for the hospital. Performed PBX Operator-Dispatch services including but not limited to: Dispatching and supervising Patient Transporters, Security, Engineering, EVS, Biomed and Field Services.• Provided coaching/mentorship to team members to foster growth and ensure efficient operations.• Called, communicated, and responded to hospital codes including but not limited to: Medical alerts (Code Blue, RRT, Trauma Activations, etc.), various Security Alerts, Facility Alerts, and Weather Alerts.• Supervised and led upwards to 18 employees, including training/orientations, and managing of employee logs/records. • Utilized SharePoint and other various computer systems such as RTLS, EMResources, Xmatters, Epic, CareConnect, etc. to maintain strong communication and documentation throughout clinical and non-clinical hospital staff, administration, state departments, vendors, etc. • Provided administration and clerical related services using various methods of communications (Phones, E-mail, Microsoft Teams, etc.) to provide information, problem solve, and/or to connect various parties/providers to ensure smooth hospital operation.• Dispatched and communicated with vendors and contractors for facility upkeep, maintenance, construction, patient services, etc.• Transported patients from various locations and provided high-quality concierge services. Assisted nursing teams while performing as a patient advocate, communicating with clinical staff to ensure the best patient care.
  • Texas Health Resources
    Guest Services/Covid Screener (Emergency Department)
    Texas Health Resources Aug 2020 - Oct 2020
    Arlington, Texas, Us
    Provides exceptional guest services for incoming patients and visitors. Assisting registrar in admitting patients into the emergency room, including guiding patients to surgeries and other operations. Providing patients and visitors with the necessary information of processes and procedures. Screens incoming patients for COVID and COVID related signs/symptoms. Provides initial healthcare/triage as needed until nursing team can take over.
  • Ebby Halliday, Realtors
    Realtor
    Ebby Halliday, Realtors Mar 2020 - Oct 2020
    Dallas, Tx, Us
    • Built, managed, and executed all aspects of current real estate business. Including but not limited to: Marketing (Online and offline), self-management, time management, scheduling of showings (Open houses, vendor meetings, client meetings, etc.), client representation, and the values/operations set by the sponsoring broker.• Managed, audited, and budgeted profits and expenses for business.• Handled and represented clients with utmost importance and attention to detail, creating a voice for clients and ultimately helping meet client needs.• Wrote, executed, and negotiated real estate contracts and addenda for clients both in writing and using various computer systems and notaries.• Provided technical, statistical, and market-based analysis’ on homes to provide values and estimations.
  • Harkins Theatres
    Manager
    Harkins Theatres Jun 2017 - Nov 2019
    Scottsdale, Arizona, Us
    • Train and managed upwards of 90 employees including other Managers, Supervisors, and Team Members in all areas of theatre operations.• Completed nightly inventory, auditing, Human Resources documents, and other documents associated with theatre management by using various computer systems. • Interview, hire, and train new employees in all areas of theatre operations through various orientations and trainings.• Maintained Employee File Records, documentations, and human resource related forms using various computer systems and physical records.• Coached, trained, and mentored team members to achieve their goals, succeed in current role, and prepare for leadership/management. • Completed nightly money management including balancing registers, shortages, and balancing of operations safe. • Managed marketing material/posters for internal marketing and exterior marketing.
  • Harkins Theatres
    Team Leader
    Harkins Theatres May 2015 - Jun 2017
    Scottsdale, Arizona, Us
    • Led, trained, and developed teams of 5-20 team members in multiple areas of theatre operation through cross-training.• Supervised 5-20 team members per shift to ensure smooth and efficient operations in various areas (Concession stand, Usher, Box Office, etc.) • First line in managing inventory shortage-control by organizational methods.• Coached, mentored, and trained team members in various roles.
  • Harkins Theatres
    Team Member
    Harkins Theatres Nov 2014 - May 2015
    Scottsdale, Arizona, Us
    • Operated and maintained an even cash register, while providing guests with quality concessions and/or Box Office admission.• Maintained cleanliness of all auditoriums, restrooms, and facilities by efficiently completing tasks within 5 minutes.• Provided exceptional guest services with handling guest concerns and communicating with management.• Advocated for guests to provide the ultimate movie going experience.

Christopher Fields Skills

Human Resources Supply Ordering Computer Hardware Retail Sales Microsoft Powerpoint Memos Concessions Food Safety Inspection Change Orders Microsoft Office Operations Management Email Microsoft Excel Marketing Employee Relations Training Entertainment Payroll Management Guest Service Management Contests Teamwork Management Project Management Inventory Management Money Management Floor Management Performance Management

Christopher Fields Education Details

  • University Of North Texas
    University Of North Texas
    Integrative Studies
  • Tarrant County College
    Tarrant County College
    General Studies

Frequently Asked Questions about Christopher Fields

What company does Christopher Fields work for?

Christopher Fields works for Fidelity Investments

What is Christopher Fields's role at the current company?

Christopher Fields's current role is Interim Client Services Team Leader with Fidelity Investments | Coach, leader, and mentor to financial representatives | Series 9/10 Delegated Supervisor.

What is Christopher Fields's email address?

Christopher Fields's email address is ch****@****bby.com

What schools did Christopher Fields attend?

Christopher Fields attended University Of North Texas, Tarrant County College.

What skills is Christopher Fields known for?

Christopher Fields has skills like Human Resources, Supply Ordering, Computer Hardware, Retail, Sales, Microsoft Powerpoint, Memos, Concessions, Food Safety, Inspection, Change Orders, Microsoft Office.

Who are Christopher Fields's colleagues?

Christopher Fields's colleagues are Abhishek Baheti, Julian Kidd, Cfp®, Kerry Brady, Kristen Linsky, Dhanasekar Elumalai Safe Spc, Csp-Sm, Cal Agile Evangelist, Wes M., Timothy Reid.

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