Lucas Palm

Lucas Palm Email and Phone Number

Dedicated to customer success, passionate about finance and technology @ Fidelity Investments
Denver, CO, US
Lucas Palm's Location
Denver, Colorado, United States, United States
Lucas Palm's Contact Details

Lucas Palm personal email

Lucas Palm phone numbers

About Lucas Palm

Critical thinker, knowledge seeker, active listener.Degree in Business Analytics and Information Systems

Lucas Palm's Current Company Details
Fidelity Investments

Fidelity Investments

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Dedicated to customer success, passionate about finance and technology
Denver, CO, US
Website:
fidelity.com
Employees:
83148
Company email:
Johrenk7@gmail.com
Lucas Palm Work Experience Details
  • Fidelity Investments
    Fidelity Investments
    Denver, Co, Us
  • Fidelity Investments
    Service Solutions Group Associate
    Fidelity Investments Aug 2023 - Present
    Boston, Ma, Us
  • Fidelity Investments
    Stock Plan Service Associate
    Fidelity Investments Jul 2022 - Aug 2023
    Boston, Ma, Us
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Sep 2021 - Jul 2022
    Boston, Ma, Us
  • Nutrien Ag Solutions
    It Analyst Contractor
    Nutrien Ag Solutions Sep 2019 - Dec 2020
    Loveland, Colorado, Us
    Contracted 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.
  • Traditions Senior Management
    System Administrator
    Traditions Senior Management Apr 2018 - Jul 2019
    Us
    • 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.
  • Northwestern Mutual
    It Intern
    Northwestern Mutual Aug 2017 - Apr 2018
    Milwaukee, 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.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jan 2017 - Aug 2017
    Milwaukee, 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.
  • Guitar Center
    Operations Associate
    Guitar Center Jul 2015 - Sep 2016
    Westlake 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.
  • Guitar Center
    Sales Associate
    Guitar Center Dec 2014 - Jul 2015
    Westlake 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

Communication Customer Service Inventory Management Retail Merchandising Visual Merchandising Social Media Time Management Microsoft Office Computer Hardware Assembly It Service Leadership Organization Skills Adaptation Priority Management Sales

Lucas Palm Education Details

  • University Of South Florida Muma College Of Business
    University Of South Florida Muma College Of Business
    Business Analytics And Information Systems
  • Hillsborough Community College
    Hillsborough Community College
    General

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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