Donald Flobeck Email & Phone Number

Jacksonville, Fl, Us

Plays a pivotal role in maintaining and enhancing the quality of software products, rigorously follows established QA processes for both manual and automated application testing, ensuring that the software meets the highest standards of quality and reliability. Develops deep expertise in applications that are crucial for identifying potential issues and areas for improvement. Collaborates with Agile team members to create comprehensive Test Plans for assigned projects that serve as blueprints for ensuring that all features and functionalities are thoroughly tested before release. Participates in Agile Sprints that contribute to the team's success in meeting project timelines and producing on-time releases that customers can rely on. Plays a significant role in enhancing testing capabilities by helping to develop automated regression testing for products involving creating tests that can be run automatically to check for regressions, thereby increasing the efficiency and frequency of testing cycles.

Jacksonville, Florida, United States

Serves as the main point of contact for advisory/wealth management firms and as a liaison between these clients and internal departments. Leads meetings with financial professionals and manages project goals and timelines while communicating with clients in a proactive and professional manner. Demonstrates knowledge of the financial industry and offers creative solutions for each area of the platform including integrations, secure file sharing, and data management. Maintains in-depth software knowledge of the performance reporting platform and provides software demonstrations to existing and new users. Drives various conversation initiatives to ensure clients are maximizing the use of the platform's technology. Works cross-functionally with operations and product team to achieve results for clients. Builds trust with clients and increases client satisfaction, driving client retention.

Jacksonville, Florida, United States

Jacksonville, Florida, United States

Primary liaison for clients that utilize Valdi order management software. Responsible for building relationships, supporting, and coordinating communication with business clients, internal teams, and high-level management to ensure that systems are stable and performing at acceptable levels. Handle and document client escalations, recurring issues, and customer information that support product quality programs, product development, and business processes.

Ensured accuracy and completion of transactions within donor-advised funds that were processed by the Fidelity Charitable Service Delivery Team. Supported Service Delivery in its mission to improve processes, measure capability, and drive performance. Nominated by management for Associate of the Quarter for making contributions beyond the scope of the role by creating Microsoft Excel macros that saved time and boosted productivity. These tools automated everyday manual processes and were quickly incorporated into the standard operating procedures of the team.

Westlake, Texas

Accepted referrals from financial associates across the firm in order to provide education, support, and advice for retirement planning. Strengthened client relationships through consultative conversations that uncovered opportunities to bring in additional assets, provide an array of Fidelity solutions, and set up meetings with financial consultants in branch locations.

Westlake, Texas

Answered inbound calls from non-qualified DC and non-qualified pension plan participants where I assisted clients with enrollment, education on pension process. Discussed, entered, and followed through on research items for complex issues. conducted consultative conversations to identify and refer clients to the sales team that would benefit from Fidelity products and services.

Westlake, Texas

Answered inbound calls from participants of workplace retirement plans within the tax-exempt market to educate and assist with plan contributions, loans, withdrawals, and other service needs. Acted as a solutions representative where I served as a point of contact for team members with questions, escalations, and coaching opportunities. A member of the Associate Council, a group that created resolutions and process improvements for presentation to management.