Jordan Glenn Email and Phone Number

I currently serve as an Operations Manager of Retail Money Movement at Fidelity Investments. I currently hold Series 7 and Series 99 licenses. I currently manage a team of 30+ associates in Money Movement Operations team. While serving in this role, I have also led a multi-year risk reduction project in my division that has resulted in nearly $1 million of cost savings to the firm in the first year alone. I have recently also taken on the lead responsibility for data reporting, analytics and visualization for my division. During my 10-year career in financial services, I have held various roles during my time at Fidelity Investments. I have experience serving our Clearing, Custody, and Retail lines of business. I have served as a leader in virtually every phase of the customer experience.

I worked on a small agile team that focused on streamlining and improving the overall process health of Clearing and Custody clients and provided quality management system resources to external client firms on our platform. This role involved data sampling, data analytics, business process improvement, developing automated solutions, and storytelling to deliver a world-class client experience.• Promoted in 2018 to Sr. Quality Specialist due to outstanding metrics and team contributions• Evaluated risks and interacted/collaborated with management regarding implementing changes in the work environment conducive to growing the business• Subject Matter Expert in the Cost Basis process since 2016• Initiated multiple process improvement projects that have involved complex data analysis• Represented FI Quality on monthly error dispute calls with our Cost Basis business partner• Created training plans and materials for cross-training all associates in the Cost Basis process• Created and maintained all P&P documentation for multiple processes within FI Quality• Experienced in coaching peers in multiple processes in the overall FI Quality team

• Evaluated risks and interacted/collaborated with management regarding implementing changes in the work environment conducive to growing the business• Subject Matter Expert in the Cost Basis process since 2016• Initiated multiple process improvement projects that have involved complex data analysis• Represented FI Quality on monthly error dispute calls with our Cost Basis business partner• Created training plans and materials for cross-training all associates in the Cost Basis process• Created and maintained all P&P documentation for multiple processes within FI Quality• Experienced in coaching peers in multiple processes in the overall FI Quality team

• Committed three total typing errors over a 2-year span in a high-speed typing job role•Served as subject matter expert by assisting team members with resolving complex processing issues, training, and conducting a secondary review to ensure accurate and timely processing of customer transactions.•Created the “Quality Olympics” campaign in response to a reduction in the Data Capture team’s overall accuracy percentage. The Quality Olympics competition led to a historic increase in our team’s overall accuracy and much-increased morale amongst the team.•Certified as a Learning Specialist•Lean/Six Sigma Yellow Belt classroom training