Lucas Palm Email and Phone Number
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Lucas Palm phone numbers
Critical thinker, knowledge seeker, active listener.Degree in Business Analytics and Information Systems
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
- Company email:
- Johrenk7@gmail.com
-
Fidelity InvestmentsDenver, Co, Us -
Service Solutions Group AssociateFidelity Investments Aug 2023 - PresentBoston, Ma, Us -
Stock Plan Service AssociateFidelity Investments Jul 2022 - Aug 2023Boston, Ma, Us -
Customer Relationship AdvocateFidelity Investments Sep 2021 - Jul 2022Boston, Ma, Us -
It Analyst ContractorNutrien Ag Solutions Sep 2019 - Dec 2020Loveland, Colorado, UsContracted through TekSystems:• Produced an above average call handling time, with a company savings of approximately $15,000 over the course of my tenure. • Provide help-desk support to a 20,000+ users across 1,000+ facilities in 7 countries. Supports about 1,000 different software products with an extensive knowledge base for this.• Supervised training of a dozen local and international contractors, covering phoning language, software, and best practices.• Frequently troubleshoot network problems, manage various accounts through Active Directory, SAP, and a number of in-house applications as well as routinely work with C-Suite Executives on various projects including the testing and analysis of IPSoft’s Amelia AI Pilot program as a service desk chatbot, and the rollout of the Tangoe Mobile Device Management Portal. -
System AdministratorTraditions Senior Management Apr 2018 - Jul 2019Us• Provided help-desk support to a 300+ person healthcare administrative staff across 30 assisted-living facilities nationwide, managing the company’s hybrid server environment under HIPAA compliance.• Renegotiated telecom and internet contracts, saving the company approximately $20,000 yearly, including porting phone numbers from AT&T + Verizon to RingCentral.• Lead a four-person team to design, test, and implement a network project for a brand-newfacility in Virginia, including consulting with the Tradition’s C-Suite executives, with periodic on-site visits to install equipment and monitor the contractor's progress. -
It InternNorthwestern Mutual Aug 2017 - Apr 2018Milwaukee, Wi, Us• Worked with the IT lead to provide support to a finance organization of 100+ people, including managing accounts through active directory, supporting finance tools, executing installations, providing tech training for our CRM system, as well as general maintenance on the in-office network servers. -
Financial RepresentativeNorthwestern Mutual Jan 2017 - Aug 2017Milwaukee, Wi, Us•Used a personalized planning process to tailor financial solutions to each client’s needs, providing Disability, Life, and business insurance plans, alongside 401ks and other investments. Utilized active listening, cross-selling, prospecting, cold calling, and targeted questions with a quick follow up to achieve a bonus from establishing 11 clients, putting me in the top 20% of US interns. •Ran my own business as an agent, sourcing clients through networking, cold calling, and on a referral basis. -
Operations AssociateGuitar Center Jul 2015 - Sep 2016Westlake Village, Ca, Us• Accountable for daily shipping and receiving, including fulfilling online orders to be sent to the customer. • Responsible for keeping the warehouse and store clean and organized. Inventory is separated by department, category, and type and controlled through our database system with weekly cycle counts. It is necessary to have good organizational skills for speed of sale and easy access.• Excellent Customer Service skills are also a requirement in retrieving and tracking gear. • Money duties include balancing the daily bank deposit, verifying large cash transactions, and preparing sales drawers. -
Sales AssociateGuitar Center Dec 2014 - Jul 2015Westlake Village, Ca, Us• Provided friendly and knowledgeable assistance to customers in a fast-paced sales environment.• In 6 months sold over $120,000 worth of merchandise, #1 in department.
Lucas Palm Skills
Lucas Palm Education Details
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University Of South Florida Muma College Of BusinessBusiness Analytics And Information Systems -
Hillsborough Community CollegeGeneral
Frequently Asked Questions about Lucas Palm
What company does Lucas Palm work for?
Lucas Palm works for Fidelity Investments
What is Lucas Palm's role at the current company?
Lucas Palm's current role is Dedicated to customer success, passionate about finance and technology.
What is Lucas Palm's email address?
Lucas Palm's email address is lc****@****ail.com
What is Lucas Palm's direct phone number?
Lucas Palm's direct phone number is +181322*****
What schools did Lucas Palm attend?
Lucas Palm attended University Of South Florida Muma College Of Business, Hillsborough Community College.
What skills is Lucas Palm known for?
Lucas Palm has skills like Communication, Customer Service, Inventory Management, Retail, Merchandising, Visual Merchandising, Social Media, Time Management, Microsoft Office, Computer Hardware Assembly, It Service, Leadership.
Who are Lucas Palm's colleagues?
Lucas Palm's colleagues are Keith Gonneville, Divakar Engareddy, Joshua Raymer, Dwayne Logan, Robert Coutu, Joshua Hernandez, Dinesh Vishwakarma.
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