Matt Hancock Email and Phone Number
Matt Hancock work email
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Matt Hancock personal email
Orchestrating the Wire Risk and Fraud Customer Response team at Fidelity Investments, my expertise in compliance regulations and proficiency with Jira underpin a dedicated career in financial services. Our team ensures operational effectiveness, managing risks meticulously while upholding the highest compliance standards.At Fidelity, we've honed a collaborative environment that nurtures excellence and innovation. My leadership in developing strategic business objectives and guiding challenging projects to fruition reflects a steadfast commitment to aligning product strategies with the company's overarching goals, ensuring service excellence in every client interaction.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Senior Team Leader Wire Risk & Fraud Customer ResponseFidelity Investments Nov 2021 - PresentGreenwood Village, Colorado, United States
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Senior Client Service LeaderFidelity Investments Jan 2016 - Nov 2021Greenwood Village, Co Set the tone for business development and client engagement, earning numerous awards for results beyond expectations, proven leadership, and development of associates and managers Recognized as a subject matter expert, serving in multiple local, regional, and national roles, including Associate Experience Connectors Rep. (Denver), Retirements Function Leader (Denver) Developed and introduced a National Peer Coaching program to elevate associates through intensive training programs Leveraged agile scrum methodologies to strategize and re-allocate the physical space within two regional centers to accommodate a growing team, increasing seating capacity by 25% without harming the associate experience Unified an underperforming hybrid sales and service team through expanded coaching and a renewed focus on accountability to become the top-performing team nationwide in all major KPIs while achieving 300% associate turnover through internal promotions over 12 months Awards and Recognition included: o Top Client Satisfaction Scores and Impact (Denver) - PY 2017o #1 Lead Generating Team in all of Client Services - PY 2017o #1 Team and Site for Hybrid Sales/Service Teams in productivity metrics – Q3 2016 through 2017
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Branch ManagerScottrade Feb 2008 - Jan 2016Boulder, Co Rebuilt the business culture from reactive to proactive, providing guidance and direction to new managers and promoting effective client re-engagement strategies to grow sales opportunities Facilitated a cohesive, collaborative work environment, prioritizing training and development to build and maintain a high performing workforce and grow a sustainable group of leaders for career advancement Training Analyzed and managed all risks for margin, option, and concentrated positions Introduced a new job shadow and swap program between local branches and regional service centers, providing associates with cross-training and team-building opportunities, improving morale, productivity, and success planning Transformed an underperforming branch exasperated by physical disrepair through intensive coaching and mentoring in addition to much-needed renovations, elevating it to a nationwide top-performing branch in all major KPIs in 12 months -
Investment CounselorFisher Investments Jul 2007 - Feb 2008Vancouver, Wa Engaged high net worth clients through exceptional customer experiences, opening new accounts, processing asset transfers, and recommending optimal investment products based on immediate and long-term client needs Leveraged prior experience combined with intensive training to refine sales and client engagement techniques, closing 92% of all leads within six months to build a book of business above $50M from scratch -
Investment ConsultantTd Waterhouse Jan 2005 - May 2006Portland, Or-Critically analyzed different investment markets, managers' investment styles and portfolio characteristics and evaluated impact on investment performance each quarter to make relevant client recommendations. -Recognized among Top 10% individual asset gatherer Q2 2005 to Q1 2006.-Communicated with investment managers and custodians to gather client assets examined and monitored developments and notified clients of critical issues in an accurate and timely manner, and attended and participated in quarterly meetings. -Played a pivotal role in investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations and other investment-related activities. -
Senior Investment SpecialistCharles Schwab Mar 1999 - Jan 2005Englewood, Co-Collaborated with internal departments on the management and utilization of trading software. -Produced more than $1MM in incremental revenue through the utilization of advanced knowledge of industry best practices, and company and department procedures. -Earned Employee of the Month as a result of identifying more than $500K in annual savings company-wide.-Coached, mentored, and led new brokers to maximize performance, knowledge, and service capabilities. -Consolidated client trading and assets by proactively marketing complex trading software.-Facilitated in-depth market discussions based on technical and fundamental analysis. -Examined and evaluated the adequacy and effectiveness of systems and internal controls and ensured compliance with policies, plans, procedures, delegations, contracts, laws, and regulations which significantly impacted operations and reports. -
Financial AdvisorPrudential Financial Dec 1997 - Mar 1999Denver, CoMy time at Prudential was focused on learning and implementing various sales techniques to build and manage my own book of business.
Matt Hancock Skills
Matt Hancock Education Details
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Economics
Frequently Asked Questions about Matt Hancock
What company does Matt Hancock work for?
Matt Hancock works for Fidelity Investments
What is Matt Hancock's role at the current company?
Matt Hancock's current role is Senior Team Leader @ Fidelity Investments | FINRA series 7, 63, 9, 10.
What is Matt Hancock's email address?
Matt Hancock's email address is ma****@****ink.net
What schools did Matt Hancock attend?
Matt Hancock attended Baker University.
What are some of Matt Hancock's interests?
Matt Hancock has interest in Children, Environment, Education, Human Rights, Health.
What skills is Matt Hancock known for?
Matt Hancock has skills like Leadership, Management, Sales Management, Client Education, Manage Client Relationships, Employee Training, Team Leadership, Business Development, Sales, Customer Service.
Who are Matt Hancock's colleagues?
Matt Hancock's colleagues are Skylar Gallemore, Cfp®, Michael Baril Cfp®, Sanjana Ramesh, Erika De Carvalho Corrêa Silva, Nicholas "nico" Echevarria, Brett Dley, Ben Tarlow.
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Matt Hancock
Helping Employee-Owned And Mission-Driven Organizations Become More Inclusive, Resilient And Innovative.Philadelphia, Pa3matthancock.org, chicagotechacademy.org, praxiscg.com2 +177353XXXXX
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Matt Hancock
Malvern, Pa6cofieldservices.us, olsonresearchpa.com, olsonresearchgroup.com, juno.com, gmail.com, charteroak.us3 +126748XXXXX
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Matt Hancock
Jacksonville, Fl1checkpoint.com
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