Scott Torres

Scott Torres Email and Phone Number

Participant Services Manager at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Scott Torres's Location
Arlington, Texas, United States, United States
Scott Torres's Contact Details

Scott Torres personal email

n/a
About Scott Torres

Experienced leader with a demonstrated history of working in the military and financial industry. Skilled in Operations Management, Coaching, Sales, and Lean Process Improvement.

Scott Torres's Current Company Details
Fidelity Investments

Fidelity Investments

View
Participant Services Manager at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Scott Torres Work Experience Details
  • Fidelity Investments
    Participant Service Manager
    Fidelity Investments Oct 2017 - Present
    Westlake, Texas
    Responsible for leading 21 non-exempt multi-practice Retirement Specialists servicing Tax-Exempt and Defined Contribution plan participants.
  • United States Marine Corps
    Unit Leader
    United States Marine Corps Jan 1998 - Dec 2018
    -
    Principle enlisted advisor to the Company Commander in operations and training functions of the company.Leads 200+ service membersResponsible for accountability of millions of dollars in vehicles and equipmentPlans and supervises daily operationsWorks in dynamic environmentCoaches subordinates Prepares and submits reports/reviews of future and completed operations
  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Jul 2014 - Nov 2016
    Dallas/Fort Worth Area
    Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expand existing client wallet share through effective presentation of TD Ameritrade's investment products and services. They follow-up on leads sent by various business partners and serve as a single point of entry for all of the client’s needs and desires.
  • Td Ameritrade
    Financial Representative
    Td Ameritrade Oct 2006 - Jun 2014
    Dallas/Fort Worth Area
    Financial Representatives deliver superior service to clients via inbound calls and/or email. With the knowledge gained during training, combined with ongoing coaching, Financial Representatives will be able to confidently engage in meaningful dialogue to uncover client needs and financial goals. Providing quotes, answering general market questions, assisting with website/account navigation and placing equity and option trades.

Scott Torres Skills

Leadership Team Leadership Risk Management Operations Management Lean Thinking Lean Principles Sales Public Speaking Teaching Training Management New Business Opportunities Sales Process Operational Planning Lean Fundamentals Inspection Lean Process Improvement Strategic Planning Change Management Team Building Coaching Customer Service Client Services Joint Military Operations Military Operations Military Training Microsoft Office Series 7 Series 66 Series 63

Scott Torres Education Details

Frequently Asked Questions about Scott Torres

What company does Scott Torres work for?

Scott Torres works for Fidelity Investments

What is Scott Torres's role at the current company?

Scott Torres's current role is Participant Services Manager at Fidelity Investments.

What is Scott Torres's email address?

Scott Torres's email address is sc****@****fmr.com

What schools did Scott Torres attend?

Scott Torres attended The University Of Texas At Arlington - College Of Business.

What skills is Scott Torres known for?

Scott Torres has skills like Leadership, Team Leadership, Risk Management, Operations Management, Lean Thinking, Lean Principles, Sales, Public Speaking, Teaching, Training, Management, New Business Opportunities.

Who are Scott Torres's colleagues?

Scott Torres's colleagues are Stephanie Kang, Dustin Barrales, Jonathan Penoyer, Csm, Michael Brooks, Somaiah Suhas, Chathurya T, Jacob Goodstein.

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