Kelly Wright Email & Phone Number
@fidelity.com
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Who is Kelly Wright? Overview
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Kelly Wright is listed as Manager Sales Compliance at Fidelity Investments, a with 52767 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Kelly Wright.
Kelly Wright previously worked as Sales Compliance Analyst Sr. at Fidelity Investments and Sales Compliance Analyst at Fidelity Investments. Kelly Wright holds Business from Georgian College.
Email format at Fidelity Investments
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AeroLeads found 2 current-domain work email signals for Kelly Wright. Compare company email patterns before reaching out.
About Kelly Wright
Experienced Compliance Analyst with a demonstrated history of working in the financial services industry. Skilled in Payroll, Training, Microsoft PowerPoint, Microsoft Outlook, and Accounts Payable. Strong sales professional graduated from Georgian College.
Listed skills include Time Management, Microsoft Excel, Powerpoint, Medical Transcription, and 12 others.
Kelly Wright's current company
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Kelly Wright work experience
A career timeline built from the work history available for this profile.
Sales Compliance Analyst Sr.
Sales Compliance Analyst
• Provide ongoing Compliance support to the organization on Business Entertainment and Workplace Gifts (BEWG) and Sales Practices policy and procedures• Conduct and document Compliance monitoring results in respect of BEWG and Sales Practices program• Act as a Subject Matter Expert (SME) and provide Compliance support on Compliance and cross-divisional projects• Facilitate and enhance training programs on BEWG and Sales Practices policy and procedures. Facility in-person training to Sales associates as required.
Administrative Assistant
• Provided administrative support to five managers• Prepared Expense Reports for five managers• Posted company policies to company portal using inSite builder and EDMS• Helped assist with Business Entertainment and Workplace Gifts (BEWG) reporting for Sales Complianceo Monitor Travel & Expense Reports• Helped assist with the Operations Monthly Monitoring Report - review client’s account to ensure accuracy• Scheduled meetings working with a variety of busy calendars• Submitted Cheque Requests, Payment Requests, Office Supply orders and Invoice Transmittals• Set up catering, meeting rooms for board meetings, and video-conferences when needed
Medical Secretary
- Planning and monitoring the daily organization of the clinic/office- Answer phone calls and return them in a timely manner- Complete and process OHIP billing- File charts and patien'ts paperwork along with implementing confidentiality- Book in patients for the weekly clinics- Communicate and coordinate with different pharmacies/doctors offices- Provide a strong patient-oriented workplace- Working under pressure with interruptions and deadlines- Provide empathy and compassion to patients- Organize and manage the doctor's calendar and meetings- Prepare confidential documents
Unit Clerk
- Act as a gatekeeper for families into the Intensive Care Unit- Prepare Discharge/Admission packs- Thin and restock patient's charts- Data Input patient and medical information- Answer and redirect calls within the ICU- Deal with difficult situations as well as confidentiality- Usage of medical terminology- Communication with families, doctors, nurses, etc.- Order office supplies for the unit- Register patients going into the emergency department- Act as a gatekeeper into the emergency department- Order lab work for nurses- Process admission orders for patients going to the floor- Constantly dealing with difficult and unknown situations
Administrative Assistant
- Answer and redirect phone calls - Book installs for security systems/cameras - Work with Microsoft Office programs- Create ads and post them on websites - Schedule interviews weekly - Deal with clients' payments and accounts - Review agreements/contracts to ensure accuracy when they are sent to ADT weekly- Payroll for all employees- Data input- Enter bills/payments
Administrative Clerk
- Processed employee’s incoming and outgoing mail - Provided support to the Administrative Assistant and Branch Managers- Compiled and collated material/minutes from meetings - Prepared presentations as well as excel documents, charts, forms, spreadsheets - Performed filing in accordance with the Corporate Records and Information Management Classification Coding systems - Tracked financial/Accounts Payable data/documents into a spreadsheet - Responsible for confidential employee files - Coordinated office supplies/orders - Acted as a coordinator of the department for the submission of Corporate Learning Requests
Administrator
- Input training records and feedback forms into Excel documents - Sent out the weekly newsletter to the Training & Development department email - Responded to and sort department email - Distributed department mail - Added training courses to new and current employees' learning plan - Recorded employees' learning - Changed/updated PowerPoints on different sector stations within the organization - Created different packages for training sessions - Reviewed master card statements to ensure they are correctly done - Internal employee interaction - Set up courses in HOLMS (Hydro One Learning Management System) - Obtained multi-tasking skills with different projects while prioritizing
Receptionist
- Dealt with clients/patients in person and on the phone- Booked and organized patients into busy schedules - Data input patients' information - Typed up initial assessment and discharge reports for the doctors - Dealt with WSIB and Motor Vehicle Accident clients/companies
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Sham Ganglani
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States
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Shannon Stowers
Colleague at Fidelity InvestmentsGreater Seattle Area, United States
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Rithi Neni
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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Katelyn Breen
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
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Tori Fetner
Colleague at Fidelity InvestmentsPittsboro, North Carolina, United States
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JM
Joe Mellino
Colleague at Fidelity InvestmentsWaterford, Connecticut, United States
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SA
Srikar Annapragada
Colleague at Fidelity InvestmentsUrbana, Illinois, United States
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CK
Christopher Kanady
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
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Daveen N.
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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SR
Steve Robinson
Colleague at Fidelity InvestmentsThe Colony, Texas, United States
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Kelly Wright education
Business
Medical Office Administration
Frequently asked questions about Kelly Wright
Quick answers generated from the profile data available on this page.
What company does Kelly Wright work for?
Kelly Wright works for Fidelity Investments.
What is Kelly Wright's role at Fidelity Investments?
Kelly Wright is listed as Manager Sales Compliance at Fidelity Investments.
What is Kelly Wright's email address?
AeroLeads has found 2 work email signals at @fidelity.com for Kelly Wright at Fidelity Investments.
Where is Kelly Wright based?
Kelly Wright is based in Greater Toronto Area, Canada while working with Fidelity Investments.
What companies has Kelly Wright worked for?
Kelly Wright has worked for Fidelity Investments, London Health Sciences Centre, Security Concepts, York Region (The Regional Municipality Of York), and Hydro One.
Who are Kelly Wright's colleagues at Fidelity Investments?
Kelly Wright's colleagues at Fidelity Investments include Sham Ganglani, Shannon Stowers, Rithi Neni, Katelyn Breen, and Tori Fetner.
How can I contact Kelly Wright?
You can use AeroLeads to view verified contact signals for Kelly Wright at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Kelly Wright attend?
Kelly Wright holds Business from Georgian College.
What skills is Kelly Wright known for?
Kelly Wright is listed with skills including Time Management, Microsoft Excel, Powerpoint, Medical Transcription, Microsoft Office, Customer Service, Medical Terminology, and Administrative Assistants.
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