Jacob Broussard Email and Phone Number
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Results-oriented financial services management professional with diversified experience in operational and human capital leadership. Proven ability to streamline processes through Lean methodologies and apply risk-mitigating controls. Possesses strong interpersonal communication and multi-tasking skills, and recognized for willingness to adapt quickly to changing environments as needed.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Director, Distribution TransformationFidelity Investments Oct 2021 - Present
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Director, Planning And Advice ServicesFidelity Investments May 2018 - Oct 2021Building exciting new products in an agile environment to help individuals reach their short and long-term financial goals.
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Senior Quality ManagerFidelity Charitable Jul 2016 - Jun 2018Dallas/Fort Worth AreaLeading a team of Quality Specialists and Analysts responsible for development of Quality Management System to support service and operations of Fidelity Charitable. -
General Management ApprenticeFidelity Investments Jul 2014 - Jun 2016The General Management Apprenticeship Program is a corporate-wide, 2-year rotational program designed to develop high-potential talent by providing leadership development and business challenges.
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Manager, Cost Basis And Tax ServicesFidelity Investments 2012 - 2014Dallas/Fort Worth Area• Lead implementation of new phone team responsible for tax and cost basis inquiries from partners across multiple lines of business.• Spearheaded department-wide training efforts that led to improved associate on-boarding experience and increased skill sets of associates domestic and abroad.• Served as relationship manager for department partnership with reporting and metrics group.• Created root cause tracking procedures for department phone teams and championed call driver analysis to assist in reducing call volume by 10% over previous year.
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Manager, Retirement Account ServicesTd Ameritrade 2011 - 2012Dallas/Fort Worth Area• Lead team through tremendously successful implementation of Lean, resulting in selection as guest speaker during subsequent Lean kickoff.• Created positive environment that lead to highest Employee Engagement and Team Barometer scores in Fort Worth operations group.• Focused on productivity improvement, resulting in 29% increase in productivity over 6 month period.• Managed implementation of Verbal Distributions project from charter to implementation.
Jacob Broussard Skills
Jacob Broussard Education Details
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Strategy & Innovation -
Accounting And Finance
Frequently Asked Questions about Jacob Broussard
What company does Jacob Broussard work for?
Jacob Broussard works for Fidelity Investments
What is Jacob Broussard's role at the current company?
Jacob Broussard's current role is Director, Distribution Transformation.
What is Jacob Broussard's email address?
Jacob Broussard's email address is ja****@****ble.org
What is Jacob Broussard's direct phone number?
Jacob Broussard's direct phone number is +181750*****
What schools did Jacob Broussard attend?
Jacob Broussard attended Questrom School Of Business, Boston University, University Of Oklahoma.
What skills is Jacob Broussard known for?
Jacob Broussard has skills like Leadership, Management, Microsoft Office, Financial Services, Microsoft Excel.
Who are Jacob Broussard's colleagues?
Jacob Broussard's colleagues are Kelly Perdue, Landry Truett, Jackson Webb, Kathryn Fratus, Timmanna Channal, Martyn Brown, John Van Wagenen.
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