Edward Sheldon Email and Phone Number
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Edward Sheldon is a Director, Defined Benefits Client Services at Fidelity Investments at Fidelity Investments.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Director, Db Client Service ManagerFidelity Investments Apr 2021 - PresentDurham, North Carolina, United States -
Senior Pension Client Service ManagerFidelity Investments Jan 2013 - Apr 2021Durham, North Carolina, United StatesClient Service Manager on multiple Defined Benefit Plans for US & Multi-National Corporations.Main Liaison to HR and Benefits teams for the overall administration and record-keeping for 10,000+ participant plans.Responsible for management reporting on participant benefits, plan valuations and corporate actions -
Pension Client Service ManagerFidelity Investments Jan 2006 - Dec 2012Provide Client Support for multiple Defined Benefit plansOversee the administration and operational functions to ensure continued success meeting quarterly Service Level AgreementsEstablish proactive client relationship and act as liaison on corporate actions and recurring projects Manage annual & monthly plan deliverables and participant communications -
Operations ManagerFidelity Investments Jun 2002 - Jan 2006Manage team of 6-10 associates responsible for the administration of multiple DB plansAssisted in the implementation of the first disbursement interface to a outside vendor for the largest DB plan Responsible for meeting or exceeding monthly operational standards and managing daily transaction volumesProvide semi-annual associate performance reviews and mentoring for career development -
Disbursements ManagerFidelity Investments Jun 1999 - Jul 2002Marlborough, Mass -
Defined Contribution Team LeaderPutnam Investments Jan 1996 - Jan 1999Supervise team of employees responsible for the recordkeeping of multiple Defined Contribution plansOversee daily processing of client payroll files and 401k contributions Provide quarterly and annual performance reviews -
Pension Disbursements AnalystThe New England Sep 1987 - Jan 1996Responsible for processing DB & DC plan disbursement transactions and monthly recurring payment filesProvide customer support for inquiries on plan benefits
Edward Sheldon Education Details
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Framingham State UniversityEconomics
Frequently Asked Questions about Edward Sheldon
What company does Edward Sheldon work for?
Edward Sheldon works for Fidelity Investments
What is Edward Sheldon's role at the current company?
Edward Sheldon's current role is Director, Defined Benefits Client Services at Fidelity Investments.
What is Edward Sheldon's email address?
Edward Sheldon's email address is em****@****ail.com
What schools did Edward Sheldon attend?
Edward Sheldon attended Framingham State University, Berkshire Community College.
Who are Edward Sheldon's colleagues?
Edward Sheldon's colleagues are Wyatt Green, Cep, Nick Best, Barry Conyers, Marisa Davis, Savanna Smith, Adheesh Sharma, Cfa, Denno Louis.
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