Jennifer Garcia, Cppm®, Mba Email & Phone Number

Texas, United States

Plano, Texas, United States

Plano, Texas, United States

Westlake, Tx

Lead a team of Quality Analysts who consult with business partners to uncover opportunities for improvement. Compose and lead Quality Action Teams to address root cause to prevent errors from occurring in the future and help implement solutions such as robotics automation, bots and artificial intelligence. Partner with business leaders who service our Registered Investment Advisor and Correspondent clients.

Westlake, Tx

Provide oversight for over 30 programs running in Westlake focused on retaining, developing and attracting talent while embodying the leadership principles and breaking down business and functional silos that impede our ability to deliver on Fidelity’s strategy. Manage the Texas Regional Budget, manage over 200 regional volunteers and provide leadership for the Westlake Track General Manager Apprentices.

Westlake, Texas

Chief of Staff to Regional Center General Manager and 1,200 person contact center. Manage the annual regional center budget, partner with national operations for Westlake capacity planning, hiring plans and off phone opportunities. Create and manage programming designed to retain top talent in an increasingly competitive environment while driving a culture worthy of associate’s best efforts.

Westlake And Grapevine, Tx

Created and lead a team of analysts and a team of auditors to collaboratively find gaps in our processes, create solutions to fix the gaps and ensure the issues do not return.

Westlake, Texas

Manage a team of Business Performance Improvement engineers and change leaders who partner with the Institutional business leaders to enhance business performance.

Covington, Ky, Boston, Ma, Merrimack, Nh, Durham, Nc

A 2-year rotational program designed to provide leadership opportunities and broad based exposure to the enterprise.Rotation 4: Manager of WI Benefit Customer Support Service, Durham, NC (7/2010 – Present)Managed a team of 14 customer service representatives that handle inbound phone calls for our Health and Insurance business. Rotation 3: Human Resources (HR) Strategy & Planning, Boston, MA (1/2010 – 6/2010)Designed a business planning process that will be used across the HR organization to align Corporate HR and Business Unit HR Strategies and create goals that will be cascaded throughout the organization. Rotation 2: Personal & Workplace Investing Technology Project Leader, Boston, MA (7/1 – 12/2009)Led a cross-organizational team of 7 through a re-design of a process that is used for the development of new web-based financial tools that use proprietary financial methodology. Rotation 1: HR/Payroll Small Market Sales Effectiveness Analyst, Covington, KY (10/2008 – 6/2009)Provided recommendations to the President and VPs of Marketing and Sales for improving the effectiveness of its Sales organization. Created and coded a scoring system for assessing and ranking sales leads based on their propensity to become sales in the group's Customer Relationship Management tool.

New York, Ny, Providence, Ri, Houston, Tx

New York, NY (10/2006 – 9/2008) Providence, RI (10/2004 – 10/2006) Houston, TX (4/2001) – (10/2004)Cultivated meaningful, working relationships with PCG clients and in a team of 5, managed three books of business valued at over $4 billion.Developed business opportunities with existing clients and referrals by finding the most suitable financial solutions for their needs and goals with products such as managed money products, charitable gift accounts, income annuities, IPO’s and alternative private transactions Assisted clients in understanding complex trading strategies with the use of techniques such as margin borrowing, options or short positions trading

Houston, Tx

Built meaningful and profitable relationships with existing and prospective clients and developed new client relationships through referralsDelivered portfolio level advice using an array of investments such as mutual funds, bonds and individual stocksEducated clients on the various Charles Schwab electronic tools

Boston, Massachusetts

Partnered with branch associates on complex customer account issues to find and implement solutions.

Marlborough, Massachusetts, United States

Assist 403b participants with their tax exempt plans - providing service and financial services advice.