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@fidelity.com
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Derek Hartmann is listed as Director - Financial Crimes Surveillance at Fidelity Investments, a with 52767 employees, based in Merrimack, New Hampshire, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Derek Hartmann.
Derek Hartmann previously worked as Team Leader, Client Services Help Desk at Fidelity Investments and High Net Worth Manager at Fidelity Investments. Derek Hartmann holds Bachelor’S Degree, Business Administration And Management, General from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.
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AeroLeads found 1 current-domain work email signal for Derek Hartmann. Compare company email patterns before reaching out.
I am a member of the Legal, Risk, and Compliance team at Fidelity
Listed skills include Mutual Funds, Financial Services, Leadership, Investments, and 5 others.
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A career timeline built from the work history available for this profile.
United States
Lead a team of AML analysts who are located in multiple regional centers across the country. We strive to protect Fidelity and our clients every day while complying with industry regulations.
Leader of a team of 30 help desk associates who were licensed with Series 7, 9/10. The help desk team was responsible for supporting front line associates on all technical topics.
Nh
Led a team of High Net Worth associates responsible for delivering an outstanding client experience. I was responsible for inspiring, motivating, developing skills in current role, and helping associates achieve their next career move.I was also the Merrimack Career Counselor who helped associates across the site with career advice. This ranged from interview prep, conducting mock interviews, resume reviews, and building awareness of the different career tools available.
Nh
Managed a team of Active Trader associates responsible for servicing our Active Trader Clientele. Very technical role with a huge focus on risk management.During this time I established a formal training program for onboarding new Active Trader associates.
Nh
Acted in a help desk/assistant manager capacity for the Active Trader Services group. Responsible for training associates, providing trade approvals, finding a positive resolution to client escalations, and working with business partners to mitigate risk to Fidelity and our clients.
Nh
Delivered world class customer service to our most active clients. Managed account risk, routinely placed high risk trades (equity and options), and collaborated with multiple business partners to support client requests.Sole point of contact for managing the overall relationship with a former fund manager and current Fidelity Executive.
Nh
Responsible for finding new clients while managing the relationship of the existing client base. Dealt with all aspects of the production cycle, handled customer complaints, and led sales presentations to clients. Attended a bi-weekly networking session to enhance people skills and to create lead opportunities.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Pushp Patel
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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Geoff Boulton
Colleague at Fidelity InvestmentsVancouver, British Columbia, Canada
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Marlane O'Neil
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States
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Richard Bishop
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States
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Doug Frey
Colleague at Fidelity InvestmentsSudbury, Massachusetts, United States
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Jessica Rapp
Colleague at Fidelity InvestmentsWatertown, Massachusetts, United States
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Jordan Gillming, Cfp®
Colleague at Fidelity InvestmentsGreater Sacramento, United States
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Dianne Butler
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Sarah Sekula
Colleague at Fidelity InvestmentsNashua, New Hampshire, United States
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Tuck Kennedy
Colleague at Fidelity InvestmentsChapel Hill, North Carolina, United States
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Quick answers generated from the profile data available on this page.
Derek Hartmann works for Fidelity Investments.
Derek Hartmann is listed as Director - Financial Crimes Surveillance at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Derek Hartmann at Fidelity Investments.
Derek Hartmann is based in Merrimack, New Hampshire, United States while working with Fidelity Investments.
Derek Hartmann has worked for Fidelity Investments and Sign A Rama.
Derek Hartmann's colleagues at Fidelity Investments include Pushp Patel, Geoff Boulton, Marlane O'Neil, Richard Bishop, and Doug Frey.
You can use AeroLeads to view verified contact signals for Derek Hartmann at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Derek Hartmann holds Bachelor’S Degree, Business Administration And Management, General from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.
Derek Hartmann is listed with skills including Mutual Funds, Financial Services, Leadership, Investments, Trading, Equities, Finance, and Securities.
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