Logan Mahan Email and Phone Number
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At Fidelity Investments, our team has leveraged expertise in service readiness to pioneer new business operational development, ensuring that processes align with strategic goals. With a focus on customer relationship management and team building, we have fostered enduring stakeholder partnerships and cultivated a culture of excellence. My dedication to service innovation has been instrumental in deploying cost-efficient strategies, while my commitment to regulatory compliance and team performance has significantly enhanced service delivery. As part of Fidelity's leadership, we continuously strive to optimize operations for peak efficiency and effectiveness.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Director, Client Operations And Service ReadinessFidelity InvestmentsUnited States
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Director, Operations & Service ReadinessFidelity Investments Jan 2024 - Present• Collaborated with cross-functional teams to streamline operations for a new product line, resulting in improved team cohesion and efficiency.• Developed and implemented a comprehensive onboarding process for new Account Managers to ensure a smooth transition and maximize productivity.• Led initiatives to drive success for the team and organization, working closely with subject matter experts to foster a client-centric culture.
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Director, Reimbursement Account ServicesFidelity Investments Apr 2023 - Jan 2024• Led a team of Reimbursement Account Managers to provide ongoing client services for 135+ clients, ensuring customer satisfaction through troubleshooting and escalations• Partnered across the organization to provide product development input and assist in vendor management• Helped start/form the Operations & Service Readiness Team to ensure success for clients, team, and organization
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Payroll Delivery ManagerFidelity Investments Jul 2021 - Apr 2023• Led a team of Business Analysts and Delivery Analysts at Fidelity Investments to ensure accurate and timely payroll processing, in compliance with federal and state laws.• Managed workstreams for Overpayment, Garnishment, and Employee Data to streamline operations and enhance efficiency.• Collaborated with stakeholders to align key objectives and ensure proper execution.
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Director, Mutual Fund ReconciliationFidelity Investments Apr 2018 - Jul 2021• Partnered with twelve business partners across multiple Fidelity regional sites to streamline mutual fund reconciliation processes• Mentored new hires in a Talent Acceleration Program, promoting decision-making and documenting progress for leadership• Strengthened compliance by consulting with Regulatory Control, Risk, and outside auditors regularly
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Senior Manager, Inbound OperationsFidelity Investments Jun 2017 - Apr 2018• Managed workflows and led a team of 25 high-speed keying associates and 2 team leads• Spearheaded the transition of Inbound Operations from Grapevine, TX to Albuquerque, NM• Initiated continuous improvements in internal operations to enhance productivity• Collaborated with the team in Covington, KY to reduce overtime and improve process efficiency
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Manager, Intermediary Services, Mutual Fund Operations & AdministrationTransamerica 2014 - 2017• Led intermediary services operations, ensuring accuracy and collaborating with key customers• Established relationships with external vendors and supported asset allocation partners• Facilitated continuous improvements for pre- and post-sale services by collaborating with key stakeholders
Logan Mahan Skills
Frequently Asked Questions about Logan Mahan
What company does Logan Mahan work for?
Logan Mahan works for Fidelity Investments
What is Logan Mahan's role at the current company?
Logan Mahan's current role is Director, Client Operations and Service Readiness.
What is Logan Mahan's email address?
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What is Logan Mahan's direct phone number?
Logan Mahan's direct phone number is +131935*****
What are some of Logan Mahan's interests?
Logan Mahan has interest in Human Rights, Education.
What skills is Logan Mahan known for?
Logan Mahan has skills like Leadership, Management, Team Building, Training, Relationship Management, Customer Service, Coaching, Leadership Development, Operations Management, Business Development, Crm, Performance Management.
Who are Logan Mahan's colleagues?
Logan Mahan's colleagues are John Hayes, Cfp®, Chris Perez, Alvin Bartlett, Cbcp, Cspo, Acrp, Marlane O'neil, Reanne Clark, Ashley Droppelman, Jeff Bonafe, Cima.
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