Ryan Kirk Email and Phone Number
Ryan Kirk work email
- Valid
- Valid
- Valid
Ryan Kirk personal email
- Valid
15 years of financial service experience10 years of leadership experience7 years of workflow and process improvement experience4 years of project management experience Specialties: Leadership; workflow; Project management; Process improvement; Strategic planning; Product development; RPA consulting; Data analyst; Hiring; Business continuity
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Sr Director - Advisor Client ServicesFidelity Investments Nov 2021 - PresentWestlake, TexasLead a team that provides operational support and relationship management to RIAs on Fidelity's custody platform.
-
Client Service Manager IiiFidelity Investments Jan 2021 - Oct 2021
-
Senior ManagerCharles Schwab Nov 2018 - Jan 2021Westlake, Texas, United States• Managed a team of 10 service professionals assisting advisors with 100mm to 1bn in AUM• Assisted in the creating of the new estates team workflow and redesign• Lead the eort on creating contingency work from home phone and computer setup• Spearheaded the eort to utilize Alerts in contacting advisors for NIGO service requests• Simultaneously managed teams in both Phoenix and Westlake supporting SoCal Advisors• Helped to design and implement the new Work Force Solution team• Implemented the new Institutional Group Service Model -
Brokerage Operations Sr. ManagerFidelity Investments Nov 2015 - Nov 2018Westlake, Tx
-
Manager - Distribution ServicesFidelity Investments May 2014 - Nov 2015Westlake, TxManage a team of 12-15 Transfer of Asset Associates
-
Manager - High Net Worth Cost BasisFidelity Investments Dec 2012 - May 2014Westlake, TxManage a hybrid team of 12-24 Cost Basis and Tax phone/processing representatives that service our High Net worth clients.
-
Team Lead - High Net WorthFidelity Investments Feb 2012 - Dec 2012Westlake, Tx
-
Senior Financial SpecialistFidelity Investments Feb 2011 - Feb 2012Texas
-
Premium Service RepresentativeFidelity Investments May 2010 - Feb 2011Texas
-
Registered RepresentativeFidelity Investments Sep 2009 - May 2010Texas
-
Operations RepresentativeFirst Hawaiian Bank Oct 2008 - Sep 2009Worked as a middle office liaison between the clearing firm and the advisors. -
Registered RepresentativeTd Ameritrade Mar 2008 - Sep 2008NebraskaInbound customer service for the retail segment
Ryan Kirk Skills
Ryan Kirk Education Details
-
Finance, General
Frequently Asked Questions about Ryan Kirk
What company does Ryan Kirk work for?
Ryan Kirk works for Fidelity Investments
What is Ryan Kirk's role at the current company?
Ryan Kirk's current role is Sr Director - Fidelity Investments.
What is Ryan Kirk's email address?
Ryan Kirk's email address is ry****@****ade.com
What schools did Ryan Kirk attend?
Ryan Kirk attended University Of Nebraska At Omaha.
What skills is Ryan Kirk known for?
Ryan Kirk has skills like Financial Services, Finra, Series 7, Series 63, Equities, Securities, Investments, Customer Service, Finance, Options, Mutual Funds, Futures Trading.
Who are Ryan Kirk's colleagues?
Ryan Kirk's colleagues are Caitlin O'hanley, Damon Glenn, Martyn Brown, Julian Kidd, Cfp®, Stephanie Couturier, Anatoliy Balanovich, Gina Ward.
Not the Ryan Kirk you were looking for?
-
3glazers.com, wustl.edu, hillspet.com
-
2phdmedia.com, gumgum.com
-
2cat.com, cat.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial