Kathryn Bowes Email & Phone Number

Durham, North Carolina, United States

Durham, North Carolina, United States

• Rotational program through several different Fidelity Business Units with a focus on customer service.Rotation 1: Fidelity Charitable
• Supported the Implementation Team through the review of Charitable Investment Advisor Program account opening applications and setting up those accounts once paperwork was determined to be in good order
• Collaborated with advisors and account holders to solve issues related to their application
• Facilitated the opening of over 200 accounts
• Trained and worked alongside new hires to get them up to speed on the team processesRotation 2: Workplace Investments
• Assisted callers with questions regarding their employer sponsored 401k retirement plan

High Point, North Carolina, United States

• Manage the chapter’s finances to best support the brothers in serving the community, building relationships, and fostering leadership skills
• Attend executive board meetings in which issues are resolved, decisions are discussed and made for the betterment of the chapter, and updates are given

High Point, NC

• Supported the Finance Team through the completion of internal credit memos and final demand letters by working with multiple people within the organization
• Handled requests for information from partners within the firm

High Point, NC

• Managed and diffused any problems or situations in the resident community
• Supported security in enforcing campus rules while on duty

Burlington, North Carolina

• Assisted with back of the house assembly of to-go orders in a timely manner
• Took orders and ensured prompt delivery of food to customers to increase customer satisfaction

High Point, North Carolina

• Supervised and managed several children from newborn to 8 years old to ensure their well being
• Coordinated with parents about schedules for children
• Organized activities and meals to best support family needs

Gibsonville, North Carolina

• Supervised several teenagers from ages 11-14 for two days per week
• Assisted with transportation to activities and entertainment throughout the day
• Diffused and managed any situations or conflict that arose between teenagers

Reidsville, North Carolina

• Cleaned and sorted 20 years of medical records
• Matched scanned documents to patient records and file to increase business efficiency
• Cleaned bathrooms and took care of the plants to increase patient satisfaction and office cleanliness

Master'S Degree, Communication And Business Leadership

B.S.B.A., Business Administration; Minors In Finance And Photography, Finance, General, 3.38

Activities and Societies: Alpha Phi Omega Member (Co-Ed Service Focused Fraternity); Interfaith Dinner Club