Danielle S. Email and Phone Number
As an Interim Team Lead at Fidelity Investments, I provide day-to-day support for 17 associates ensuring compliance, HR, and coaching needs are met. Situational leadership allows me to meet associates where they are and help drive success through metrics and career development coaching. I have demonstrated my leadership and project management skills by transitioning a team of 16 associates from training to production, organizing events for 450+ associates, and coaching others to achieve their full potential. I have also contributed to the development of a large language model by conducting qualitative data validation in Excel, showcasing my skills in qualitative analysis and new business development.I hold a Bachelor of Business Administration in Management from East Carolina University, where I graduated in May 2021. I have earned multiple certifications and licenses in the finance industry, including the SIE, Series 7TO, Series 63, Series 9, and Series 10. I am a client-driven and goal-oriented individual who values learning and growth, and I have received several Excellence in Action awards for my performance and coaching. I am looking forward to advancing my career and applying my problem-solving and leadership skills to new challenges and opportunities.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Team Leader, Risk PreventionFidelity InvestmentsDurham, Nc, Us
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Interim Team LeadFidelity Investments Mar 2024 - PresentDurham, North Carolina, United States
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Client Services Help Desk Tier IiFidelity Investments Aug 2023 - Mar 2024Raleigh, North Carolina, United States•Servicing Associate calls daily on technical industry knowledge. • Completing loan covering a team of 16 associates and transitioning the team from training to production.•Acting in a supervisory capacity, exception processing and handling client escalations.• Organizing Sitewide KPI initiatives to drive site KPI Improvement. Tangible growth from 76% Client Satisfaction to 79% in 4 months.• Maintaining databank on the role pertinent information and resources. • Collaborating on development of sitewide events for 450+Associates focusing on increasing network, career pathing, and community service.• Coaching associates on KPI improvement to performing to maximize development and career growth for entry level associates.• Acting as a technical lead for 4 teams coordinating coaching and team development for 65 associates and understanding monthly team development goals.• Earning Excellence in Action awards for Coaching others to their full potential.
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Client Services Help Desk Tier 1Fidelity Investments Sep 2022 - Aug 2023•Servicing 60+ Associate calls daily on technical industry knowledge. •Acting in a supervisory capacity, exception processing and handling client escalations.• Organizing Sitewide KPI initiatives to drive site KPI Improvement. •Developing databank of information to improve team knowledge and performance.• Collaborating on Site events for 450+Associates.• Coaching to technical skills and KPI improvement in associates. • Acting as a technical lead for 4 teams coordinating coaching and team development for 65 associates and understanding team goals monthly.• Completing Qualitative Data Validation in Excel for a Large Language Model Development team. • Earning Excellence in Action awards for Coaching others to their full potential.
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High Net Worth Service AssociateFidelity Investments Jul 2022 - Sep 2022Durham, North Carolina, United States• Servicing 20 inbound client calls daily.• Maintaining 2 team roles involving coordination of team and coordination with site. • Earning Excellence in action awards for Coaching others to their full potential
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Customer Relationship AdvocateFidelity Investments Aug 2021 - Jul 2022Durham, North Carolina, United States• Servicing client accounts daily on in inbound phone role• Studying and earning SIE, Series 7 Top-off, and Series 63 exams • Retaining 2 team roles in addition to daily work of knowledge expert and recognition chair• Leading 6 team meetings at the request of manager January to July 2022• Earning Q4 Excellence in Action Award for the 2021 year
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Vice President Of OperationsKappa Delta Sorority Nov 2019 - Nov 2020Greenville, North CarolinaGamma Sigma Chapter• Reporting to the National Kappa Delta Sorority, manage and execute officer transitions, training and development, and various reporting responsibilities• Track and maintain organized and accurate records• Communicate with national leadership, council and chapter members, and local advisors -
Retail Banking InternFirst Citizens Bank Jun 2020 - Aug 2020Completed intensive 7-week internship program combining formal classroom training with in-branch work• Researched and highlighted business clients that could benefit from more banking services not yet in use• Observed and functioned as a part of the Teller line executing deposits and cashing checks• Completed a Principles of Banking Webinar encompassing each division of banking• Developed Client relationships while working to find the best solution for their needs -
Founder And PresidentPsydekick Aug 2018 - Mar 2020Greenville, North Carolina Area• Created and implemented a peer mental health education program in collaboration with the East Carolina University counseling center• Increased program sustainability by surpassing the average lifespan of comparable student run mental health organizations at East Carolina University by more than six months• Coordinated and created the training and development curriculum• Recruited over 40 students since the creation of PsydeKick
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Client Solutions InternBrighthouse Financial Jun 2019 - Aug 2019Charlotte, North Carolina• Completed an intensive 10-week internship program in product management combined with formal classroom training in various areas in business and leadership development• Streamlined the Life Product Management Group’s system defects and enhancements lists to support future planning of system updates• Created monthly reporting templates and dashboards highlighting key operating metrics for Life Product Management• Managed mailing lists of customers scheduled to receive grace and lapse notices• Learned various product management concepts and the financial products Brighthouse Financial offers to clients
Danielle S. Skills
Danielle S. Education Details
Frequently Asked Questions about Danielle S.
What company does Danielle S. work for?
Danielle S. works for Fidelity Investments
What is Danielle S.'s role at the current company?
Danielle S.'s current role is Team Leader, Risk Prevention.
What schools did Danielle S. attend?
Danielle S. attended East Carolina University.
What skills is Danielle S. known for?
Danielle S. has skills like Leadership, Customer Experience, Microsoft Office, Teamwork, Microsoft Word, Project Management, Microsoft Excel, Communication, Public Speaking, Time Management, Microsoft Outlook, Customer Service.
Who are Danielle S.'s colleagues?
Danielle S.'s colleagues are Garret Stanley, Tiffany Chadwick, Venu Gopal K, Sangamesh Devagiri, Chris Wood, James P., Daniel Goepp.
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Danielle S
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