Emily Halpern

Emily Halpern Email and Phone Number

Talent Events Coordinator @ Fidelity Investments
boston, massachusetts, united states
Emily Halpern's Location
North Kingstown, Rhode Island, United States, United States
Emily Halpern's Contact Details

Emily Halpern personal email

n/a
About Emily Halpern

Experienced associate with a demonstrated history of working in the financial services industry; specifically in brokerage operations. Skilled in marketing, event planning, logistics, social media, writing, leadership, collaboration, and delivering outstanding customer service. Current finance professional with a Bachelor's degree focused in Marketing and Communications from Bryant University.

Emily Halpern's Current Company Details
Fidelity Investments

Fidelity Investments

View
Talent Events Coordinator
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Emily Halpern Work Experience Details
  • Fidelity Investments
    Talent Events Coordinator
    Fidelity Investments Feb 2023 - Present
    Smithfield, Rhode Island, United States
  • Fidelity Investments
    Facilitator, Client Experience
    Fidelity Investments Feb 2022 - Feb 2023
    Smithfield, Rhode Island, United States
  • Fidelity Investments
    Senior Representative, Brokerage Operations
    Fidelity Investments Jul 2020 - Feb 2022
    Smithfield, Rhode Island, United States
  • Fidelity Investments
    Associate Representative, Brokerage Operations
    Fidelity Investments Jun 2018 - Jul 2020
    Smithfield, Ri
    Participated in the Service Trainee Program, a formal training program focused on client services, brokerage operations, and career development; also currently participating in the Year One Program, an extension of the STP, focusing on professional skills, career mobility, and one on one coaching with a senior Vice President in Client Experience (CE) Traveled to Fidelity Boston offices to learn about the company as a whole and met with senior leaders to gain insight from their careers Supporting a premium tier service team as a new account and maintenance processor; opening numerous client accounts each day and performing necessary maintenance on those accountsResponsible for Landsberg Bennett advisor firm, ensuring this sensitive clients’ work is completed same-day, and working closely with their Client Manager and Customer Service Representative to improve special processesTrained newly hired associates on the team on complicated processes and advisor-specific rules Assisted in a time study research project for the Senior Process Engineer in CE; contributed personal data and analyzed a specific maintenance process in order to be automated in the future Organizes team events, meetings, lunches, birthday celebrations, etc. as the co-chair of the East Blue FUN Committee
  • Home Furniture And Patio
    Social Media Marketing Intern
    Home Furniture And Patio Jan 2018 - Feb 2018
    Providence, Rhode Island Area
    Consulted with the President of the company, thus developing social media strategies and consistent branding. Created social media posts with a consistent theme that is still used today.
  • Spoon University
    Club President
    Spoon University Mar 2017 - Oct 2017
    Smithfield, Rhode Island
    Facilitated meetings.Organized events.Developed valuable leadership and management skills.Supervised over fifteen staff writers. Wrote articles.
  • Fidelity Investments
    Client Experience Intern
    Fidelity Investments Jun 2017 - Aug 2017
    Smithfield, Rhode Island
    Analyzed client data using a variety of metrics. Collaborated with fellow interns on a professional project. Nominated by manager for “Intern of the Summer”. Learned how to run client reports and use company software.Engaged in department meetings.Participated in intern seminars, learning all aspects of the company.
  • Odyssey.
    Contributing Writer
    Odyssey. Nov 2015 - May 2016
    Bryant University
    Wrote weekly online articles on various topics.Created content for the online platform.Collaborated with fellow writers for creative and professional purposes.
  • Pinkberry Ventures, Inc
    General Team Member
    Pinkberry Ventures, Inc May 2014 - Aug 2014
    Cranston, Rhode Island
    Serviced customers.Worked with other team members. Trained new employees.

Emily Halpern Skills

Writing Microsoft Office Teamwork Social Media Marketing Organization Skills Marketing Strategy Research Customer Service Creative Writing Data Analysis

Emily Halpern Education Details

Frequently Asked Questions about Emily Halpern

What company does Emily Halpern work for?

Emily Halpern works for Fidelity Investments

What is Emily Halpern's role at the current company?

Emily Halpern's current role is Talent Events Coordinator.

What is Emily Halpern's email address?

Emily Halpern's email address is em****@****fmr.com

What schools did Emily Halpern attend?

Emily Halpern attended Bryant University, University Of Connecticut, East Greenwich High School.

What skills is Emily Halpern known for?

Emily Halpern has skills like Writing, Microsoft Office, Teamwork, Social Media Marketing, Organization Skills, Marketing Strategy, Research, Customer Service, Creative Writing, Data Analysis.

Who are Emily Halpern's colleagues?

Emily Halpern's colleagues are Pauline Harty, Pmp Csm, Siddharth Paliwal, Larry Moreira, Ricp®, Luke Harris, Alexa Ardolino, Victoria Vivian Valdez, Mba, Shannon Stowers.

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