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@fidelity.com
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1 phone found area 401
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Eugene Johnson is listed as An innovator with purpose | A developer of dynamic investment consultants I A lifelong empathetic learner at Fidelity Investments, a with 10 employees, based in East Providence, Rhode Island, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 401, and a matched LinkedIn profile for Eugene Johnson.
Eugene Johnson previously worked as Vice President at Fidelity Investments and Senior Director of Client Management at Fidelity Investments. Eugene Johnson holds B.A., English from University Of Notre Dame.
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AeroLeads found 1 current-domain work email signal for Eugene Johnson. Compare company email patterns before reaching out.
Accomplished, results-driven, customer success executive with a proven track record of building teams and exceeding business goals in highly competitive markets. Extensive experience delivering strategic solutions and client support to customers through the entire customer lifecycle process while meeting all financial and organizational objectives. Proven ability to effectively communicate to both senior Management and external customers including COOs/VPs, product managers, consultants, and internal staff throughout the organization. Solid leadership and Training skills used as the voice of the customer. Adept at developing and implementing strategies for successful customer care organizations by leveraging existing and new sources
Listed skills include Leadership, Mutual Funds, Strategy, Financial Services, and 11 others.
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A career timeline built from the work history available for this profile.
Boston, Ma, Us
I lead the Intermediary Investments Sales Development Program Division and the Regional Investment Consultants team for the Intermediary Investments Client Group at Fidelity Institutional. We work directly with financial advisors to support their asset management needs with our products, platforms and practice management solutions.
Boston, Ma, Us
I lead a Client Experience service team within the Fidelity Clearing and Custody Solutions company of Fidelity. My team provides custody solutions to over 35 advisor firms that are located mostly in the southeast region of the United States. In total, the firms my team supports have over $35.1 Billion in assets under management.
Boston, Ma, Us
Provide Fidelity’s retail organization with a singular point of contact for their operational and service needs; identify service enhancement opportunities and best practices that can benefit customers; optimize the client experience as it relates to the Operational Services Group, a primary provider of Fidelity Retail; Conduct site visits, maintain solid business relationships and influence strategic initiatives between Fidelity’s retail and service organizations.
Boston, Ma, Us
The General Management Apprentice Program provides leadership training, career development and business acumen. The program, lasting two years, requires the apprentice to complete 4 rotations in different parts of the company. Each rotation focuses on a key competency within a general manager’s framework (fundamentals, execution, strategy and specialization). A summary of my rotations in the program is as follows: Specialization Rotation (July 2010-Dec 2010): Director of Educational Content in Personal Investing—developed content for our retail branch instructional seminars, focusing on our expert independent investor customer segment; managed the development of several modules to educate customers on stock option trading strategies, exchange traded fund products, and our brokerage investing tool; provided competitor analysis and insight on the educational services of our brokerage competitors Strategy Rotation (Jan 2010-June 2010): Business Analyst in Personal Investing—led multiple work streams for the retail branches and phone channel groups to improve our metrics related to Transfer of Assets (TOA), assets that come into Fidelity Retail from a resigning custodian.; met with multiple business partners to analyze the best operational practices for completing a TOA transaction; designed and launched a communication/training program to spread TOA knowledge across the firm and drive our key metrics above goal. Execution Rotation (July 2009-Dec 2009): eChannel Manager for Workplace Investing—supported the message execution comunications team; coordinated the clean-up of expired material on our platform, NetBenefits; developed an offering listing to illustrate where clients could customize their messages (i.e. logos, text placement, etc.) Fundamentals Rotation (Oct 2008-June 2009): Business Analyst for HR Solutions & Services—provided leadership, analysis and project management of several initiatives to increase the operational efficiency of the team
Boston, Ma, Us
FIIS Client Services (Premier Client Solutions) manager a team associates; provided mentoring and career development; oversaw associate training on offline transactions to support operations in Client Services; ensured the team and department reached its quality and service level goals by leading group initiatives and coaching; maintained relationships between business units on Client Services initiatives; participated and led various projects to support the business
Boston, Ma, Us
FIIS Client Services (Home Office Support Team) manager of a team of 10 to 13 associates; provided mentoring and career development; oversaw associate training on phone based transactions for FIIS home office clients; ensured the team and department reached its quality and service level goals by creating group initiatives and conducting individual coaching; maintained relationships between business units on Client Services initiatives
Boston, Ma, Us
FIIS Client Services(Transaction Processing) manager of a team of 10 to 13 associates; provided mentoring and career development; oversaw associate training on offline transactions; ensured the team and department reached its quality and service level goals by creating group initiatives and conducting individual coaching; maintained relationships between business units on Client Services initiatives
Boston, Ma, Us
Led in the establishment and formation of the AICS Agility Team; trained associations to support both work from Call Center and the Client Resolution Unit (CRU); coordinated the team's daily schedule each week; worked closely with the Call Center and CRU management teams so that the Agility Team members supported the right groups at the right time; aligned the team to respond to service recovery projects and other escalated issues
Boston, Ma, Us
Led in the establishment and formation of the CRU NIGO team in AICS; supervised associates and acted as a mentor to the team; trained associates; provided feedback to team members and assisted the manager in their development; facilitated workflow within the department by implementing new ideas and procedures; ensured the team met its quality goal by operating as an information resource to the department; monitored inbound call quality and customer service level
Boston, Ma, Us
Helped to establish a training program for newly hired temporary associates; Supervised 2nd shift operations and mentored team members; coached team members and assisted the manager in their development; recommended who should be offered a contract extension; facilitated evening workflow within the department by implementing new ideas and procedures; ensured the team met its quality goals by operating as an information resource to the department
Boston, Ma, Us
Processed requests for retirement transactions; provided quality customer service; ensured industry, internal, and legal guidelines and requirements were met; subject matter expert of the Simple IRA products and check deposit reconciliation; training facilitator
Providence, Ri, Us
Designed composition and literature curriculums for college bound high school students and taught them the latest advances in composition and literary analysis; evaluated students based on their writing skills and knowledge of literature; prepared students to be successful when taking college level courses
Served as a public informer and community advocae; wrote news and entertainment articles published in the The Providence American newspaper and Amerzine magazine; design Amerzine magazine; photographer; scan and augment digitized images; editor
Providence, Ri, Us
Received press releases and communicated with event coordinatores in order to write a featured events column published daily in the Lifebeat section of the The Providence Journal; worked closely with reporters and section editors to fulfill copy writing and copy editing duties; obiturary writer
Kingston, Ri, Us
Developed and taught introductory level writing courses to college students; monitored the progress of my pupils; taught the proper grammatical techniques of writing college level essays; worked in the university's Writing Center as a tutor; published newsletters addressing composition strategies
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Mladen Golubovic
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
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AH
Amanda Hegge
Colleague at Fidelity InvestmentsGreater Boston, United States
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JC
Jagan Chintalapani
Colleague at Fidelity InvestmentsApex, North Carolina, United States
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JW
Jody Winfree
Colleague at Fidelity InvestmentsKeller, Texas, United States
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TC
Theresa Callahan
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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NK
Nuthan Kommireddygari
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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SD
Sierra Donegan
Colleague at Fidelity InvestmentsKeller, Texas, United States
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VP
Vanita Punjabi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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TM
Tim Martin
Colleague at Fidelity InvestmentsUnited States
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BD
Bryson Davis
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States
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Quick answers generated from the profile data available on this page.
Eugene Johnson works for Fidelity Investments.
Eugene Johnson is listed as An innovator with purpose | A developer of dynamic investment consultants I A lifelong empathetic learner at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Eugene Johnson at Fidelity Investments.
AeroLeads has found 1 phone signal(s) with area code 401 for Eugene Johnson at Fidelity Investments.
Eugene Johnson is based in East Providence, Rhode Island, United States while working with Fidelity Investments.
Eugene Johnson has worked for Fidelity Investments, Rhode Island College, The Amerzine Company, The Providence Journal, and University Of Rhode Island.
Eugene Johnson's colleagues at Fidelity Investments include Mladen Golubovic, Amanda Hegge, Jagan Chintalapani, Jody Winfree, and Theresa Callahan.
You can use AeroLeads to view verified contact signals for Eugene Johnson at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Eugene Johnson holds B.A., English from University Of Notre Dame.
Eugene Johnson is listed with skills including Leadership, Mutual Funds, Strategy, Financial Services, Investments, Project Management, Management, and Analysis.
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