Jacob Kowalski Email & Phone Number
Who is Jacob Kowalski? Overview
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Jacob Kowalski is listed as Financial Representative at Fidelity Investments, a with 83148 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Jacob Kowalski.
Jacob Kowalski previously worked as Customer Support Specialist I at Fidelity Investments and Client Relationship Advocate at Fidelity Investments. Jacob Kowalski holds Bachelor Of Applied Science - Basc, Geography And Environmental Studies from University Of Colorado Colorado Springs.
Email format at Fidelity Investments
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About Jacob Kowalski
Jacob Kowalski is a Financial Representative at Fidelity Investments.
Jacob Kowalski's current company
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Jacob Kowalski work experience
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Customer Support Specialist I
Client Relationship Advocate
Business Consultant, Market Strategy And Planning
• Formulated and presented revenue growth strategies for large-scale commercial business operations based on independent market research. • Collaborated with domestic and international stakeholders to ensure consistency and efficacy of business growth strategy. • Managed external client relationships impacted by escalations and business updates. • Drafted and presented business updates and quantifiable success metrics to engage company-wide stakeholders. • Assisted in business revenue forecasting by monitoring and adjusting revenue strategy through analytical research. • Responded to escalations by coordinating internal teams to develop fast and effective resolutions.This position led me to several achievements within the business including:- overseeing and assisting with the first ever product migration to a cloud platform-overseeing and assisting with the onboarding of our highest ever revenue partnership-assisting with growing our SEO visibility to the highest levels seen for this product-executing our first ever cold-calling outreach campaign to grow the business
Data Analyst, Digital Direct Retrievals
As a Ciox/Datavant Electronic Medical Records Data Analyst responsibilities include, but are not limited to: • Maintained and updated company inventory databases for tracking and electronic retrieval of medical records. • Identified and corrected discrepancies between inventory databases through technical data analytics. • Engaged in client relationship touch points to discuss concerns and successes. • Performed independent data mining via online research to ensure databases carried the best possible source data.
Edi Data Analyst, Customer Service Representative
As an OptumInsight EDI Data Analyst, Customer Service Representative responsibilities included, but were not limited to: • Independently researched and resolved HIPAA and ANSI X12 5010 implementation healthcare EDI issues. • Collaborated with domestic and international clients to address escalated issues. • Facilitated weekly multiple client relationship conference calls. • Shared an extensive online database of hundreds of raised issues monthly with a team of 20 individuals via Salesforce. • Handled a high volume of up to 60 calls received daily via virtual call center software.
Americorps Conservation Leadership Corpsmember
Throughout various seasonal roles I took part in every aspect of non-profit management, team leading, and back-country trail construction and maintenance at Mile High Youth Corps including but not limited to: • Directed community outreach events with up to 300 attendees for recruitment. • Developed and facilitated corporate training for over 100 employees. • Assisted in recruitment, on-boarding, and termination of employees. • Developed and facilitated 80 hours of college-level curriculum to employees. • Supervised 24 direct reports on private, public, and federal field contracts. • Issued a company debit card and gained trust to manage necessary expenses.
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
Anil Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Michael Duchemin
Colleague at Fidelity InvestmentsCharlotte Metro, United States
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Patrick Betancourt
Colleague at Fidelity InvestmentsGreater Phoenix Area, United States
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Timmanna Channal
Colleague at Fidelity InvestmentsThe Colony, Texas, United States
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Cheryl Macmillan
Colleague at Fidelity InvestmentsGreater Boston, United States
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Zachary Schlueter
Colleague at Fidelity InvestmentsAtlanta Metropolitan Area, United States
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Smriti Dasari
Colleague at Fidelity InvestmentsChicago, Illinois, United States
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Frank Kowal
Colleague at Fidelity InvestmentsSturbridge, Massachusetts, United States
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Jim Neidenbach
Colleague at Fidelity InvestmentsIndependence, Kentucky, United States
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Whitney Kocher-Nguyen
Colleague at Fidelity InvestmentsConcord, Massachusetts, United States
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Jacob Kowalski education
Bachelor Of Applied Science - Basc, Geography And Environmental Studies
Frequently asked questions about Jacob Kowalski
Quick answers generated from the profile data available on this page.
What company does Jacob Kowalski work for?
Jacob Kowalski works for Fidelity Investments.
What is Jacob Kowalski's role at Fidelity Investments?
Jacob Kowalski is listed as Financial Representative at Fidelity Investments.
Where is Jacob Kowalski based?
Jacob Kowalski is based in Colorado Springs, Colorado, United States while working with Fidelity Investments.
What companies has Jacob Kowalski worked for?
Jacob Kowalski has worked for Fidelity Investments, Transunion, Ciox Health, Unitedhealth Group, and Mile High Youth Corps.
Who are Jacob Kowalski's colleagues at Fidelity Investments?
Jacob Kowalski's colleagues at Fidelity Investments include Anil Kumar, Michael Duchemin, Patrick Betancourt, Timmanna Channal, and Cheryl Macmillan.
How can I contact Jacob Kowalski?
You can use AeroLeads to view verified contact signals for Jacob Kowalski at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Jacob Kowalski attend?
Jacob Kowalski holds Bachelor Of Applied Science - Basc, Geography And Environmental Studies from University Of Colorado Colorado Springs.
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