Allan Skidmore Email & Phone Number
@fidelity.com
1 phone found area 859
LinkedIn matched
Who is Allan Skidmore? Overview
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Allan Skidmore is listed as Defense Counsel at U.S. Army JAG Corps, a company with 605 employees, based in Fort Thomas, Kentucky, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 859, and a matched LinkedIn profile for Allan Skidmore.
Allan Skidmore previously worked as Director, Strategic Contracts at Fidelity Investments and Senior Contracts Manager at Fidelity Investments. Allan Skidmore holds Certificate, Employee Benefits Law from Georgetown University Law Center.
Email format at U.S. Army JAG Corps
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AeroLeads found 1 current-domain work email signal for Allan Skidmore. Compare company email patterns before reaching out.
About Allan Skidmore
I am an experienced legal and financial professional who has achieved success in a variety of roles, with increasing levels of responsibility. Further, I am a licensed attorney who has the ability to handle complex problems.
Listed skills include Customer Service, Finance, Sales, Microsoft Office, and 34 others.
Allan Skidmore's current company
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Allan Skidmore work experience
A career timeline built from the work history available for this profile.
Director, Strategic Contracts
Current- Draft, review, and negotiate complex multi-product employee benefit service agreements, including Defined Contribution, Defined Benefit, Health Savings Accounts, Reimbursement Accounts, Health & Welfare, Student Debt, and Information Security, with Strategic Market plan sponsor clients and their legal counsel, including top competitive pre-sale.
Senior Contracts Manager
Contracts Manager
Retirement Planner
Served as an Investment Advisor for customers who are employed by tax-exempt entities. My responsibilities involved engaging participants in complex, holistic retirement planning conversations to understand their goals and needs, and then presenting solutions that helped them achieve those goals/needs. I also analyzed existing customer retirement plans.
Fraud Customer Response Specialist
Utilized my attention to detail to analyze and investigate fraudulent activity and alerts, in order to prevent customers and the Firm from fraud. I also led a team of fraud representatives tasked with road mapping, developing, and publishing the fraud policies and procedures for the Firm.
Pas Client Management Representative
Facilitated consultative conversations with Fidelity managed account customers to complete the annual strategic review of their portfolios. These conversations allowed me to ensure that the managed portfolio was aligned with their needs and goals, and that the portfolio had the proper risk exposure. I was also responsible for identifying opportunities.
Defense Counsel
Current
Administrative Law Attorney
Administrative Law Attorney for the 139th Medical Brigade in Independence, MO.
Legal Assistance Attorney
Legal Assistance Attorney for the 139th Legal Operations Detachment in Louisville, KY.
Licensed Financial Specialist Ii
Served as a licensed Investment Adviser in the Cold Spring Financial Center. My primary duties consisted of meeting with PNC customers to understand their goals and needs, and positioning PNC products to help them execute on their plans. To do this, I positioned banking products and investments, such as mutual funds and managed accounts, and referred.
Investments Solutions Representative
- Provided distinguished customer service to Fidelity clients.
- Consistently achieve and exceed monthly sales goals of $4.76M in net asset flows.
- Generate additional business to the Firm by means of outbound dials.
- Provide investment consultations to help clients attain and exceed their investment goals.
Financial Representative
Served as a licensed trader for individual customers by placing trades in the following areas: mutual funds, stocks, bonds, exchange traded funds (ETFs), and options. Further, I processed monetary transactions, including contributions, conversions, and distributions.
Senior Customer Service Representative & Trainer
In this entry level banking position, I provided distinguished customer service to Fifth Third Bank customers by processing transactions. Further, I conducted consultative conversations with customers to identify area of opportunities, and positioned customers with the best business partner to help them meet their goals.
Legal Assistant/ Intern
As an intern, I assisted in legal research and the production of legal documents. I also sat in on court hearings, and assisted two attorneys with case management. Finally, I completed a marketing project to increase awareness of services offered through the use of interstate and bench billboards.
Allan Skidmore education
Certificate, Employee Benefits Law
Master Of Laws - Llm, Tax
Doctor Of Law (J.D.), Law
Bachelors Of Arts, Political Science
Frequently asked questions about Allan Skidmore
Quick answers generated from the profile data available on this page.
What company does Allan Skidmore work for?
Allan Skidmore works for U.S. Army JAG Corps.
What is Allan Skidmore's role at U.S. Army JAG Corps?
Allan Skidmore is listed as Defense Counsel at U.S. Army JAG Corps.
What is Allan Skidmore's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Allan Skidmore at U.S. Army JAG Corps.
What is Allan Skidmore's phone number?
AeroLeads has found 1 phone signal(s) with area code 859 for Allan Skidmore at U.S. Army JAG Corps.
Where is Allan Skidmore based?
Allan Skidmore is based in Fort Thomas, Kentucky, United States while working with U.S. Army JAG Corps.
What companies has Allan Skidmore worked for?
Allan Skidmore has worked for U.S. Army Jag Corps, Fidelity Investments, Pnc, Fifth Third Bank, and Hayden And Fitzgerald, Pllc.
How can I contact Allan Skidmore?
You can use AeroLeads to view verified contact signals for Allan Skidmore at U.S. Army JAG Corps, including work email, phone, and LinkedIn data when available.
What schools did Allan Skidmore attend?
Allan Skidmore holds Certificate, Employee Benefits Law from Georgetown University Law Center.
What skills is Allan Skidmore known for?
Allan Skidmore is listed with skills including Customer Service, Finance, Sales, Microsoft Office, Marketing, Investments, Banking, and Microsoft Excel.
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