Jon Yager

Jon Yager Email and Phone Number

Vice President, Branch Development @ Fidelity Investments
boston, massachusetts, united states
Jon Yager's Location
Greater Chicago Area, United States
Jon Yager's Contact Details

Jon Yager personal email

n/a

Jon Yager phone numbers

About Jon Yager

Proven leader in retail financial services. Leader, motivator, teacher, and coach of sales skills, risk and operations, customer service, and interaction techniques. Passionate driver of World Class Customer Experience. Leader and mentor for all operational activities, including supervision of risk and compliance issues. Results oriented. Consistent success - earned top awards at all levels of business. Strong process thinking and follow through. Constant source of ideas for improvement. Very strong computer / technological knowledge and skills. Strong ability to influence and persuade others to constant improvement and higher levels of performance.3 Time President’s Circle Award Winner (Highest internal company award - given to the "Best of the Best")President’s Award Recipient for “Jump Start” projectNominated for Branch Manager of the YearTeam of the Year AwardMultiple Shining Star Winner (now called Excellence in Action Award)Manager Impact AwardCertified Financial PlannerFinra Series 6, 7, 9/10, 66Specialties:  Organizational Change and Turnaround Organizational Development Developing and Hiring World Class Teams Strategic Planning and Implementation Operations Management Risk Managment Account Acquisition and Retention Sales/Market Growth and Penetration Strategic Alliances and Partnerships Senior-Level Presentations Customer Relationship Management Cross-Functional Team Recruitment, Building, Training and Leadership

Jon Yager's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President, Branch Development
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Jon Yager Work Experience Details
  • Fidelity Investments
    Vice President, Branch Development
    Fidelity Investments Jan 2022 - Present
    View
  • Fidelity Investments
    Vice President, Investor Center Operations
    Fidelity Investments Jan 2019 - Oct 2022
    Greater Chicago Area
    View
  • Fidelity Investments
    Vice President Experience Delivery
    Fidelity Investments Jan 2015 - Jan 2019
    Greater Chicago Area
    View
  • Fidelity Investments
    Vice President, Field Operations
    Fidelity Investments Dec 2012 - Jan 2015
    Greater Chicago Area
    View
  • Fidelity Investments
    Vice President / Branch Manager
    Fidelity Investments Sep 2006 - Dec 2012
    Responsible for the performance management, coaching and development of sales,operations, and service related branch staff covering a client base of 44K customers andover $4.5 billion in assets. Hold overall accountability for meeting branch budgets,overall P&L, and direct management of recruitment, relocation, local market development. Accountable for ensuring compliance with regulatory requirements. Responsible forrecruiting, hiring, on-boarding, training and cultural integration of new sales andoperations associates.
    View
  • Fidelity Investments
    Assistant Branch Manager
    Fidelity Investments Sep 2003 - Oct 2006
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  • Fidelity Investments
    Manager / Senior Manager (Various Positions)
    Fidelity Investments Jul 1996 - Sep 2003
    Various positions held including Sales Associate, Quality Improvement Specialist, Team Leader, Team Manager, Operations Manager, Senior Manager, Sales Manager
    View
  • Jon Yager Photography
    Owner
    Jon Yager Photography Jan 1992 - Present
    I have been a visual artist for most of my life. This is also a former full time profession of mine that I keep alive through the occasional client and request. I love working on personal projects, helping others develop their skills, as well as spend my time finding beauty in the everyday.
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  • Yager Leadership & Team Development
    Research Analyst And Computer Application Specialist
    Yager Leadership & Team Development Jan 1993 - Jan 1996

Jon Yager Skills

Operations Management Customer Service Microsoft Excel Risk Management Process Improvement Team Leadership Investments Coaching Team Building Sales Management Management Microsoft Office Financial Services Mutual Funds Call Centers Leadership Hiring Customer Relations Excel Customer Satisfaction Performance Management Photography Problem Solving Call Center Change Management Crm

Jon Yager Education Details

Frequently Asked Questions about Jon Yager

What company does Jon Yager work for?

Jon Yager works for Fidelity Investments

What is Jon Yager's role at the current company?

Jon Yager's current role is Vice President, Branch Development.

What is Jon Yager's email address?

Jon Yager's email address is jo****@****ers.org

What is Jon Yager's direct phone number?

Jon Yager's direct phone number is +161791*****

What schools did Jon Yager attend?

Jon Yager attended University Of Utah, University Of Utah, College Of Fine Arts.

What are some of Jon Yager's interests?

Jon Yager has interest in Photography.

What skills is Jon Yager known for?

Jon Yager has skills like Operations Management, Customer Service, Microsoft Excel, Risk Management, Process Improvement, Team Leadership, Investments, Coaching, Team Building, Sales Management, Management, Microsoft Office.

Who are Jon Yager's colleagues?

Jon Yager's colleagues are Yashupal Jayanna, Nitin Pan, Karthikeyan Sundaram, Rammohan Badrinath Palladam Sudhinder, Vivek Velugati, Arthur Martinez, Brett Bevan.

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