Danielle Bell Email & Phone Number

Raleigh, NC, US

Durham, North Carolina, United States

• Oversee project technical design, implementation and end-to-end tech team project management
• Projects include multiple products including defined contribution, defined benefits, stock plan services, and health & welfare
• Maintain close relationship with business partners to ensure project management plan includes technical tasks
• Act as business analyst to align business requirements with technical design
• Create and maintain technical documentation including system configurations, technical design, and user process documents
• Scope potential projects with business partners to outline the project’s purpose, roles involved, and estimated hours and budget broken down by role

Durham, North Carolina, United States

• Develop complex code within Informatica (ETL) for various client project and products including Defined Benefits, Defined Contribution (Qual and NQ), Stock Plan Services, and Health & Welfare/HSA
• Developed code for three microsite projects including Boeing and new microsite implementations for Lazard and Providence St. Joseph
• Familiar with updating/inserting/deleting data to and from tables through Informatica and SQL scripts
• Familiar working with multiple databases including WIDE (Oracle), MySQL, PostgreSQL, and SQLMI
• Experience with EDL/Snowflake querying DC/H&W data and pulling data into Informatica processes
• Familiar incorporating Python scripts into Informatica and debugging using script logs

Raleigh-Durham, North Carolina Area

• Complete end-to-end analysis in support of Annual Enrollment projects, fee-for-service projects, system fixes, and ad-hoc initiatives for Fidelity Health & Welfare
• Analyze participant and client data by utilizing SQL and querying tables within various development environments
• Scope and estimate new fee for service projects based on conceptual analysis of current and future state and required changes
• Attend client discussions to capture business requirements and document accordingly, capturing any changes throughout the life cycle to ensure high quality results and perform walk-through with internal partners
• Strong relationship with multiple internal partners including configuration team, system developers, project managers, client service manager, outbound files team, and QA
• Make tactical decisions based on trends, issues and business implications for assigned projects with some guidance from the client service manager and project manager

Raleigh-Durham, North Carolina Area

• Review business requirements with developers, project managers, analysts, and business partners to determine appropriate acceptance criteria
• Create and execute functional and regression test cases for Fidelity web-based applications
• Collaborate with team members using daily scrums under the Agile Software Development Methodology
• Perform web-services testing for project install releases using Parasoft SOAtest and validation of databases using SQL
• Utilize Quality Center for creating and executing test cases and logging defects
• Creation of automation suite to efficiently smoke test, regression test, and functionally test using scripts within Quality Center and Parasoft SOAtest

Durham, North Carolina

• Execute multiple deliverables in a timely manner for projects related to AT&T Defined Benefit plans including bulk remediation, internal operational issues, and large scale corporate actions
• End-to-end management of change order request projects and act as direct point-of-contact with the client
• Strong relationship with multiple internal partners including configuration team, system and workbook developers, pension benefit analysts and consultants, and project managers
• Write and execute queries in SQL to determine data and populations
• Quality assurance validation in Production environments of incident fixes and installations in Defined Benefits user applications and NetBenefits.com

Cary, North Carolina

• Analyze, calculate, and process complex pension calculations for all AT&T participants
• Managed special projects regarding early retirement participants that requires critical thinking and self-direction
• Take ownership of customer time-sensitive escalations and resolved any outstanding inquiries
• Possess and exhibit strong written and verbal communication skills to external customers, including AT&T executives, defined benefit participants, and Fidelity business partners
• Exhibit leadership by training new associates and volunteering to learn more new and complex issues

Cary, North Carolina

• Developed and encouraged long-term client relationships by planning to meet clients immediate and future needs
• Provided solid financial planning skills and consultative advice and retirement guidance interactions
• Ranked top 10% in asset retention sales in the region regarding Fidelity IRA and Brokerage account sales
• Contacted potential customers to open opportunities for asset retention
• Marketed Fidelity brokerage products to maintain and exceed sales quota every quarter
• Discussed customers employment and financial situation to determine the best solution for their retirement funds

Cary, North Carolina

• Helped customers understand what a 401(k) plan is and how it plays an important role in retirement
• Discussed enrollment options and plan rules with customers pertaining to their company’s 401(k) plan
• Point-of-contact mentor and coach to associates throughout the new hire training program
• Lead and managed the team to be recognized in the top 10% of site-wide goals
• Exceeded retention goals which allowed me to be selected for the Retirement & Investment Specialist role
• Licensed Series 6 & Series 63 Registered Representative