As a Compensation Specialist, my role is to assist independent financial advisors with any payment or billing questions. This involves- but not limited to- researching product information, creating and analyzing compensation data, and explaining the various pay structures that exist. Our role as a team is to ensure that all financial advisors are paid appropriately. • Collaborate with team members and investment companies to research and resolve compensation and billing related inquires. • Train new advisors on the inner workings of Compensation and the software available to them.• Synthesize and review large amounts of data in Excel by leveraging built-in functions and pivot tables.• Created an Excel macro which automated a monthly process.

Contracted with LeapFrog Systems for a key software conversion initiative at Fidelity Investments.• Conducted online training presentations via WebEx and trained over 1,000 clients on Fidelity’s new brokerage platform.• Managed businesses during their 30 day transition period by setting expectations, running weekly follow up calls, and acting as their primary technical support contact.• Evaluated clients’ feedback with product developers, resulting in several upgrades to the platform• Assisted clients with reconciling daily transactions in their Portfolio Management System.

• Partnered with fund accounting and financial reporting teams to complete weekly and monthly reports for clients.• Trained and directed client specific teams in Dallas, TX via conference calls, screen sharing, and email.• Cultivated strong relationships and served as primary contact for clients at specific major investment banks.• Updated and created detailed task procedures used for training purposes.

• Collaborated with teammates and with third party vendors to ensure securities held within mutual funds were priced accurately.• Developed and coordinated a four week training program for the Dallas team, resulting in a seamless conversion of a weekly process.• Automated daily task of calculating amortized cost, eliminating the risk of manual error.