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Denise Correll is listed as Managed Account Support Specialist at Fidelity Investments, a with 52767 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Denise Correll.
Denise Correll previously worked as Transition Services Specialist at Fidelity Investments and Financial Representative at Fidelity Investments. Denise Correll holds Applied Linguistics, Mandarin - English, Linguistics from Tianjin Foreign Studies University.
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"If I can learn Mandarin, I can learn finance."That was my strange mantra of reassurance when studying for my Series 7 in 2016. Before that moment, I was the culture and languages kid that had taken formal college courses on Tibetan Buddhism, North Korean History, and even Slavic Vampires. But FINANCE was the one topic that felt foreign and unattainable to me. Over the years of working at Fidelity, I've learned 2 certainties: 1) there is no single archetype of a person "in finance" and 2) everyone deserves to know how to manage their money (big piles or small piles).
Listed skills include Teaching, Translation, English, Public Speaking, and 13 others.
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Jacksonville, Florida, United States
-Supporting the relationship between our Managed Account Portfolio Specialists and clients by communicating time-sensitive needs and ensuring annual conversations-Protecting the security and interests of our clients by verifying risk factors and monitoring account compliance
Jacksonville, Florida, United States
-Navigated clients and their loved ones through the transition of assets due to life events such as death, divorce, or growth of a minor.-Ensured a seamless experience with account reregistration by facilitating documents or guiding through the digital experience online.
Jacksonville, Florida, United States
-Resolved client needs from equity trading and monetary transactions to online support and managing account features. -Empowered clients to feel comfortable with their own account maintenance and explore our online material for Beginner, Intermediate, and Advanced traders.
Jacksonville, Florida Area
-Maintained front-to-back office efficiency by communicating patient flow, documenting patient data, and fostering staff-to-patient rapport. -Facilitated a robust business flow by scheduling appointments and contacting patients for follow-up.-Consulted patients on their treatment and payment plans.I came into this position not having any receptionist or office clerk experience, and therefore made it my mission to observe and absorb the protocol, terminology, and etiquette as quickly as possible. Since my first day, the challenge of multitasking, engaging with patients, and contributing to overall office efficiency have been the greatest rewards.
Tallahassee, Florida Area
Speak at classroom presentations varying from 5min to 30min in length, Hold information sessions for high school students and incoming Freshmen from 30min to 45min in length, Distribute brochures at international interest and international education events, Refill brochure kiosks on campus
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Michael Bombara
Colleague at Fidelity InvestmentsGreater Boston, United States
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Ashley Zangari
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
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Michael Bozzi
Colleague at Fidelity InvestmentsGreater Boston, United States
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Christopher Collier, Cfp®, Cpwa®
Colleague at Fidelity InvestmentsUnited States
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Andrew Megia
Colleague at Fidelity InvestmentsSan Francisco Bay Area, United States
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Suzanne Long
Colleague at Fidelity InvestmentsNashua, New Hampshire, United States
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Tom Brown
Colleague at Fidelity InvestmentsUnited States
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Jacob Delfin
Colleague at Fidelity InvestmentsUnited States
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Lilly Rosario
Colleague at Fidelity InvestmentsPittsburgh, Pennsylvania, United States
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Jennifer Rudd O'Neil
Colleague at Fidelity InvestmentsBrookline, Massachusetts, United States
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Activities and Societies: Provided English voice-over for Tianjin Foreign Studies University's orientation video, delivered.
Activities and Societies: Asian American Student Union, Filipino Student Association, Indak Filipino Folk Dance Troupe, Phi Beta.
Quick answers generated from the profile data available on this page.
Denise Correll works for Fidelity Investments.
Denise Correll is listed as Managed Account Support Specialist at Fidelity Investments.
AeroLeads has found 1 work email signal at @fmr.com for Denise Correll at Fidelity Investments.
Denise Correll is based in Jacksonville, Florida, United States while working with Fidelity Investments.
Denise Correll has worked for Fidelity Investments, Family Dental Care, Marie J. Basco Dds, and Florida State University.
Denise Correll's colleagues at Fidelity Investments include Michael Bombara, Ashley Zangari, Michael Bozzi, Christopher Collier, Cfp®, Cpwa®, and Andrew Megia.
You can use AeroLeads to view verified contact signals for Denise Correll at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Denise Correll holds Applied Linguistics, Mandarin - English, Linguistics from Tianjin Foreign Studies University.
Denise Correll is listed with skills including Teaching, Translation, English, Public Speaking, Research, International Education, Foreign Languages, and Editing.
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