Devon Wells Email & Phone Number

Reported to executive managers and worked as a project lead on various internal team initiatives related to improvements in the service installation process. • Collaborated in a project team setting on large and small system enhancements and new service projects that impact the plan onboarding and maintenance processes. • Communicated and interacted with all levels including senior executive associates as consultant and expert. • Trained internal associates and maintained training and created or updated user procedure documents (UPDs). • Expert on many retirement plan related services and functioned as the formal department liaison (product manager) to Fidelity’s advice, guidance and fully managed planning tool offerings, both proprietary and third-party.

Worked in a team environment to implement Fidelity’s large, mid-sized and emerging market clients plans onto the Fidelity system platform. • Represented the plan setup department in numerous projects to implement new services, enhancements and process improvements. .• Represented the plan setup department on new services and enhancements and delivered team presentations. • Functioned as liaison and contact to many in the organization at all levels as expert on services and plan setup issues.

IInbound phones for Fidelity’s institutional 401k clients. • Licensed to make participant exchanges, investment elections and process other changes such as enrollments, deferrals, loans and withdrawals and escalate participant issues to the appropriate internal client contacts.