Client Service Manager
CurrentAssisting clients setup and use the Shoobx product by Fidelity.
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@carta.com
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1 phone found area 801
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Mathieu Foley is listed as Private Equity | Enablement | Project Management at Fidelity Investments, a company with 10 employees, based in South Jordan, Utah, United States. AeroLeads shows a work email signal at carta.com, phone signal with area code 801, and a matched LinkedIn profile for Mathieu Foley.
Mathieu Foley previously worked as Client Service Manager at Fidelity Investments and Enablement Manager I at Carta. Mathieu Foley holds Music Teacher Education from Brigham Young University.
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AeroLeads found 1 current-domain work email signal for Mathieu Foley. Compare company email patterns before reaching out.
Hi there! My name is Mat and I am seasoned and passionate leader in the technical enablement space. Education has always been a passion of mine since an early age which lead me to study music education. While my career has taken a different turn since college, that passion for learning and teaching never died. In all of my positions, I have been a champion of building a culture of learning, whether it's coaching and mentoring my colleagues, building training materials, or developing and running formal enablement programs. My experience has given me exposure into different industries, various team dynamics, and a mix of internal and customer facing responsibilities. At Dentrix, I quickly learned not just the software but the nuances of running and managing a dental practice which accelerated me to a senior technician in a matter of months. At Verisk 360Value, consulting clients on setting up API connections via SOAP was a foreign skill when I started but something I had to learn and master on my own quickly. Perhaps most complex of all was learning and understanding the world of private equity through the lens of start up companies and established, enterprise sized corporations. My technical experience mixed with my passion for education naturally lead me to officially move into the enablement world. I have found my niche focusing on technical enablement, and thrive helping support, onboarding, or other technical teams build their skills and provide them with the resources they need to be successful and add as much value as possible. Whether it is writing reference documentation, designing engaging self guided eLearnings, building and managing knowledge bases, or developing long term training and onboarding programs, I am able to provide immediate value and help teams unlock their ultimate potential.
Listed skills include Project Management, Beta Testing, Quality Assurance, Performance Metrics, and 21 others.
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A career timeline built from the work history available for this profile.
Boston, MA, US
Assisting clients setup and use the Shoobx product by Fidelity.
San Francisco, California, US
Enablement and program manager for the delivery teams supporting Carta's flagship cap table product. Developed, managed, and facilitated new hire training programs, continual product and technical education, personal development, and refinement of soft skills. Instructional designer and subject matter expert for Workramp, Articulate 360, and other internal.
San Francisco, California, US
Managed the successful implementation for hundreds of new companies into the Carta platform. Collaborated with company founders, executives, and legal teams to verify correct information and provide platform training. Handled data extraction and upload of complex equity structures. Mentored and trained new hires on the team. Created training materials and.
Lehi, Utah, US
Lehi, Utah, US
Consulted with new clients to build and implement customized onboarding plan into Podium. Provided virtual and on-site training to managers and users to demonstrate best practices and set clients up for success.
Jersey City, NJ, US
Product Manager—Software Implementations November 2014 to May 2015- Reduced implementation cycle time by 80% by identifying product bugs and process flaws with data partners. Gained feedback from end users and presented findings to executive committee. Verified changes were successful from additional customer feedback. - Established and trained new.
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Omar Moustafa
Colleague at Fidelity Investments
New York City Metropolitan Area, United States, United States
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Jack Groom
Colleague at Fidelity Investments
Denver, Colorado, United States, United States
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Maria Zebulen
Colleague at Fidelity Investments
Bengaluru, Karnataka, India, India
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MB
Michael Brooks
Colleague at Fidelity Investments
Merrimack, New Hampshire, United States, United States
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Mike Garcia
Colleague at Fidelity Investments
United States, United States
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Nitin Pan
Colleague at Fidelity Investments
Edison, New Jersey, United States, United States
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Kelly Smith
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States, United States
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Matthew Schirle
Colleague at Fidelity Investments
Salt Lake City, Utah, United States, United States
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Audrey Howley
Colleague at Fidelity Investments
Milton, Massachusetts, United States, United States
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AK
Aidan Kelly
Colleague at Fidelity Investments
Neptune Beach, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Mathieu Foley works for Fidelity Investments.
Mathieu Foley is listed as Private Equity | Enablement | Project Management at Fidelity Investments.
AeroLeads has found 1 work email signal at @carta.com for Mathieu Foley at Fidelity Investments.
AeroLeads has found 1 phone signal(s) with area code 801 for Mathieu Foley at Fidelity Investments.
Mathieu Foley is based in South Jordan, Utah, United States while working with Fidelity Investments.
Mathieu Foley has worked for Fidelity Investments, Carta, Podium.Com, Verisk Insurance Solutions, and Henry Schein Practice Solutions Inc..
Mathieu Foley's colleagues at Fidelity Investments include Omar Moustafa, Jack Groom, Maria Zebulen, Michael Brooks, and Mike Garcia.
You can use AeroLeads to view verified contact signals for Mathieu Foley at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Mathieu Foley holds Music Teacher Education from Brigham Young University.
Mathieu Foley is listed with skills including Project Management, Beta Testing, Quality Assurance, Performance Metrics, Workflow Analysis, Technical Writing, Technical Support, and Computer Software Training.
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