Marcy Hanson
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Marcy Hanson Email & Phone Number

Portfolio Accounting Team Lead- Reconciliations at Fidelity Charitable®
Location: Dallas-Fort Worth Metroplex, United States, United States 9 work roles 1 school
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Current company
Fidelity Charitable®
Role
Portfolio Accounting Team Lead- Reconciliations
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
313 employees

Who is Marcy Hanson? Overview

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Quick answer

Marcy Hanson is listed as Portfolio Accounting Team Lead- Reconciliations at Fidelity Charitable®, a company with 313 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Marcy Hanson.

Marcy Hanson previously worked as Team Lead at Fidelity Charitable® and Team Lead- Portfolio Accounting at Fidelity Charitable®. Marcy Hanson holds Bachelor Of Business Administration - Bba, Finance, 3.79 from University Of North Texas.

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Fidelity Charitable®

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Profile bio

About Marcy Hanson

I am a dedicated finance professional recently promoted to Team Lead in Portfolio Accounting, where I specialize in account reconciliations. With a degree in Finance from the University of North Texas, I’ve been honing my skills since graduating in December 2019. In my current role, I excel in managing complex reconciliations, leveraging advanced Microsoft Excel capabilities, and driving process improvements. My proficiency with APX and my experience in training have allowed me to effectively guide teams and streamline workflows.I’m passionate about optimizing financial processes and fostering team development. I’m always eager to connect with fellow professionals and explore new opportunities for growth and collaboration.

Listed skills include Tutoring, Customer Service, Microsoft Excel, Time Management, and 7 others.

Current workplace

Marcy Hanson's current company

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Fidelity Charitable®
Fidelity Charitable®
Portfolio Accounting Team Lead- Reconciliations
boston, massachusetts, united states
Website
fidelitycharitable.org
Employees
313
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9 roles

Marcy Hanson work experience

A career timeline built from the work history available for this profile.

Team Lead

Current
Fidelity Charitable®

Dallas–Fort Worth Metroplex, Texas, United States

Jul 2024 - Present

Team Lead- Portfolio Accounting

Fidelity Charitable®

Dallas, Texas, United States

Team Lead for the Portfolio Operations Team specializing in account reconciliations.

Jul 2024 - Aug 2024

Supplemental Instruction Leader

University Of North Texas

Create lesson plans and activities to help students better learn course material in history and political scienceCommunicate with students and professors on a regular basis

Jan 2017 - Dec 2018

Vice President Of Community Service

Delta Sigma Pi- Delta Epsilon Chapter

Organize Community Service in the Denton CommunityMake Weekly Reports to the Full ChapterCommunicate with Organizations and Other Chapters

Dec 2017 - May 2018

Vice President Of Fundraising

Delta Sigma Pi- Delta Epsilon Chapter

Organized and marketed fundraiser to the chapterMade weekly reports about money raised and participationWorked with other chairs to create events

May 2016 - Dec 2016

Tutor

The Gideon Foundation

Assisted and encouraged children to succeed in math, reading and grammarManaged as many as 4 children at one timeFocused on time management

Feb 2016 - May 2016
Team & coworkers

Colleagues at Fidelity Charitable®

Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →

CH Clint Holloway Clint Holloway Colleague at Fidelity Charitable® Fort Worth, Texas, United States, United States View → MC Marcus Chance Marcus Chance Colleague at Fidelity Charitable® Raleigh, North Carolina, United States, United States View → AF Andrew Fish Andrew Fish Colleague at Fidelity Charitable® United States, United States View → CA Caroline Ariail Caroline Ariail Colleague at Fidelity Charitable® Raleigh-Durham-Chapel Hill Area, United States View → CB Caitlin Bindon Caitlin Bindon Colleague at Fidelity Charitable® Dallas-Fort Worth Metroplex, United States View → AW Angela W. Angela W. Colleague at Fidelity Charitable® Orem, Utah, United States, United States View → SS Shannon Sullivan Shannon Sullivan Colleague at Fidelity Charitable® Boston, Massachusetts, United States, United States View → MM May Mark May Mark Colleague at Fidelity Charitable® San Francisco Bay Area, United States View → SB Sebastian Barragan Sebastian Barragan Colleague at Fidelity Charitable® Dallas-Fort Worth Metroplex, United States View → MO Myrna Ortiz Myrna Ortiz Colleague at Fidelity Charitable® Dallas-Fort Worth Metroplex, United States View →
1 education record

Marcy Hanson education

FAQ

Frequently asked questions about Marcy Hanson

Quick answers generated from the profile data available on this page.

What company does Marcy Hanson work for?

Marcy Hanson works for Fidelity Charitable®.

What is Marcy Hanson's role at Fidelity Charitable®?

Marcy Hanson is listed as Portfolio Accounting Team Lead- Reconciliations at Fidelity Charitable®.

Where is Marcy Hanson based?

Marcy Hanson is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fidelity Charitable®.

What companies has Marcy Hanson worked for?

Marcy Hanson has worked for Fidelity Charitable®, University Of North Texas, Delta Sigma Pi- Delta Epsilon Chapter, and The Gideon Foundation.

Who are Marcy Hanson's colleagues at Fidelity Charitable®?

Marcy Hanson's colleagues at Fidelity Charitable® include Clint Holloway, Marcus Chance, Andrew Fish, Caroline Ariail, and Caitlin Bindon.

How can I contact Marcy Hanson?

You can use AeroLeads to view verified contact signals for Marcy Hanson at Fidelity Charitable®, including work email, phone, and LinkedIn data when available.

What schools did Marcy Hanson attend?

Marcy Hanson holds Bachelor Of Business Administration - Bba, Finance, 3.79 from University Of North Texas.

What skills is Marcy Hanson known for?

Marcy Hanson is listed with skills including Tutoring, Customer Service, Microsoft Excel, Time Management, Social Media, Event Planning, Public Speaking, and Microsoft Word.

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