James O'Daniel Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Oh

• Assist in managing service team.• Evaluate, train, mentor, and develop associates.• Create and implement departmental procedures and guidelines.• Compliance and risk oversight of licensed representatives.• Quality control review of operations and trade processing.• Provide shareholder and financial representative support.• Build and foster relationships with internal and external stakeholders.• Assist in new client onboarding and integration.• Departmental and client project management.

Cincinnati, Oh

• Manage a book of business that consists of 8 mutual fund clients with multi-billion dollars in assets. • Quality control review of operations and trading activities.• Project management involving new client reviews, quality control, operational changes, and data accuracy.• Manage internal and external client relationships.• Create and implement departmental procedures.• New hire training and development.• Research and resolve escalated issues.

Cincinnati, Oh

• Oversee budget for a chartered Montessori based preschool – kindergarten with 5 locations and over 150 employees. • Assist in expansion of company through the opening of a new center. • Identify and implement improved human resources duties. • Assist in organizing new management structure for company.• Create standardized operating procedures for all locations.

Covington, Ky

• Manage a 401K book of business in the Mid-Corporate Market Group consisting of companies with $25 - $500 million in plan assets.• Responsible for 40 companies.• Coordinate money movement between clients and Fidelity• Research and resolve 401K plan issues for clients.• Assist benefits coordinators with day-to-day operational issues.• Partner with Fidelity Client Management team to build and improve client relationships.• Educate clients on additional products and services that could increase their plans efficiency and be more profitable for Fidelity.

Master Of Arts - Ma, Instructional Design & Technology

Bsba, Business Administration

Associate, Liberal Arts

Education record