Rick Vest Email and Phone Number
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Rick Vest is a Director Global Product Services at Fidelity Investments at Fidelity Investments.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Director Global Product ServicesFidelity Investments Aug 2022 - PresentMerrimack, New Hampshire, United States
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Director Institutional ServicesFidelity Investments Feb 2011 - Aug 2022Merrimack, NhProgressed from daily analyst role to director through demonstration of skills in developing relationships, operational excellence and attention to detail. Coordinate new business onboarding, ongoing client/fund changes. Includes reviews of of reporting, operational, guideline requirements to ensure and procedures are sufficient or require updates. Coordinate 50-100 events per year with assets ranging from $25 million to $5 billion. Build relationships with variety of business partners, from operations teams (accounting/pricing/cash) product teams (US, UK, Japan, Canada), portfolio managers, relationship managers, etc. Continuously review procedures and operations to ensure efficient and effective processing.
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Senior Compliance AnalystFidelity Investments Feb 2007 - Feb 2011Merrimack, NhCoordinated new fund intake process, including review of new guidelines and fund operational setups. Reviewed and maintained compliance engine rules. Conducted and coordinated regular Portfolio Manager information sessions for new/changing guidelines and new PMs. Participated in training plans for new hires. Provided compiance reporting and certifications for clients and business partners. Responded to adhoc requests from PMs, clients, business partners, etc.
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Accounting/Unit ManagerFidelity Investments Apr 2004 - Feb 2007Merrimack, NhManaged daily departmental operations for defined contributions including Stable Value and Unitized accounitng products, including new business onboarding, accounting/cash processing, reporting and problem solving. Improved relationships with clients and external managers through regular calls, advancing intiatives and problem resolution. Participated in relationship building with multiple internal business partners through review of open issues and ongoing meeting. Managed group staffing including interviewing, hiring, evaluation, development and retention. Coordinated projects to mitigate operational risk including oversight of unit wide policy and procedure updates.
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Client Relationship OfficerState Street Jun 1999 - Aug 2003Westwood, MaDirected daily operations of client custody, accounting operations and daily valuation for defined contribution plans Developed client relationships utilizing communications skills, diplomacy and decision making skills. Maintained strong communications and relationships with third party vendors and internal business partners to work toward mutual client goals. Managed the successful conversions of clients with assets rangingin from $200 million to $5 billion. Managed staff resources including interviewing, hiring, evaluation, development and retention. Participated in company wide committees for best practices and career development. Faciliated divisional officer meetings (8-12 officeers). -
First Line ManagerState Street Oct 1997 - Jun 1999Westwood, MaManaged cash operations team of 6-8 staff. Reviewed/approved daily cash movements, accounting, reconciliation and problem resolution for more that 25 clients. Oversaw procedural updates/documentation and implementation across multiple cash operations teams. Supported accounting and pricing team in resolving exceptions impacting valuations.
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Portfolio AccountantState Street Aug 1996 - Sep 1997Quincy, MaSupported accounting and cash management of 8-10 defined benefit and defined contribution plans.Participated in unit wide effort to improved procedure documents and training materials for new hires. Built client relationships, becoming primary contact for several of the clients.
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Public Accounts AuditorState Of Florida Office Of The Auditor General Apr 1993 - Jul 1996Tallahassee, FloridaPerformed various operational and financial audits, primarily for the State Board of Administration. Responsibilities progressed with assignments including supervision of 2-3 auditors in relation to Investment Operational Audit Unit.
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Internal AuditorState Of Florida Department Of Corrections May 1992 - Apr 1993Tallahassee, FloridaConducted operational audits of various functions with the DOC.
Rick Vest Education Details
Frequently Asked Questions about Rick Vest
What company does Rick Vest work for?
Rick Vest works for Fidelity Investments
What is Rick Vest's role at the current company?
Rick Vest's current role is Director Global Product Services at Fidelity Investments.
What is Rick Vest's email address?
Rick Vest's email address is cr****@****ast.net
What is Rick Vest's direct phone number?
Rick Vest's direct phone number is +161791*****
What schools did Rick Vest attend?
Rick Vest attended Florida State University - College Of Business.
Who are Rick Vest's colleagues?
Rick Vest's colleagues are John Picciolo, Brandon Webster, Igor Shitarev, Mike Sakr, Ben Tarlow, Bahram Talaifar, Alexander Shore, Mba.
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