Ron Cartwright Email & Phone Number

Boston, MA, US

• Fidelity Orators Club #7294252 – Currently enrolled in Leadership Development Pathway Program.
• President – 2023 – Responsible for all aspect of Club needs. Conduit to Career Vitality Workstream.
• Created new Club Share Point with club details, link to weekly meetings and important new member information.
• Initiated relationship with My Career Center to host workshop series focusing on the “human skills” that are gained by participating in Toastmasters.

Merrimack, New Hampshire, United States

•  Managed Accounts Support Desk – Team Leader
• Manage and Developing team of 18 Sr. Managers with a multi-regional presence that support a growing Advisory Solutions Business both in size, product and platform development.
• Focused on diversity of experience and position to create well rounded team that would be able to support diverse Product Area initiatives within all Squads.
• Working with other Domains and Business Partners outside of the scope of this role to anticipate and… Show more  Managed Accounts Support Desk – Team Leader
• Working with other Domains and Business Partners outside of the scope of this role to anticipate and prepare the team for role evolution and change.
• Perform quarterly and annual reviews assessing each employee’s performance and establish development plans

Merrimack, NH

• Performed in dual role of Consultant and Interim Manager during PI Acceleration Transformation starting in January 2018.
• Work with over 1000 PI Distribution Associates to provide a real time resource for information about the Managed Accounts processes, systems and tools; driving efficiency, consistency and product expertise.
• Collaborated with Cash Management team to assist with launch of new associate facing platform.
• Create new reporting specifically designed to highlight… Show more
• Create new reporting specifically designed to highlight Squad specific initiatives and the calls that they drive.
• Create and deliver process improvements for Support Desk, including scheduling, email distribution and Skill Building Workshop content and delivery driving increased attendance. Show less

Merrimack, NH

• Portfolio Specialist / Client Management Representative
• Work in the Hub & Spoke relationship model with clients above 200k to educate, retain and increase client’s assets with the managed products group.
• Work with the product team to bring customer focus to various enhancements to the PAS experience.
• Work with L&D to help onboard all new PS Associates around the contact strategy portion of training.
• Excelled in Transformation Project reducing FC contacts from over 200… Show more Portfolio Specialist / Client Management Representative
• Excelled in Transformation Project reducing FC contacts from over 200 to small groups of less than 10. Show less

• Team Support Specialist – LOAN, Retirement Relationship Manager, RIS Proactive and High Net Worth
• Piloted Retirement Relationship Manager Role to create a relationship model for active and terminated participants within Fidelity’s 401(k) business to incorporate the best aspects of Inbound HNW calls and the.
• Assist Service Delivery Consultant with Client Site Alignment initiative to gain functional expertise to drive CEI for the major plans within… Show more Team Support Specialist – LOAN, Retirement Relationship Manager.
• Assist Service Delivery Consultant with Client Site Alignment initiative to gain functional expertise to drive CEI for the major plans within Workplace Investing.
• Collaborate with local Branch network to drive seminar attendance and increase rollover flows. Show less

Boston, Massachusetts, United States

Actual time in role Feb 1986 until October 1988 - Worked in various roles to create and deliver printed documents to various offices within the Boston Region.