Shawn Perkins Email and Phone Number
Shawn Perkins work email
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Shawn Perkins personal email
Hi, my name is Shawn Perkins, I am an accomplished and results-oriented Operational Leader with 20+ years of progressive experience delivering successful outcomes across a wide range of operational functions within a fast paced, complex and heavily regulated Financial Services sector. Creative problem solver who can interpret big data and deliver meaningful results that drive productivity, process improvements and efficiencies. Committed to leading, developing and engaging dynamic and diverse teams to ensure optimal work performance and an exceptional customer experience. Approachable, supportive leader who is able to coach, mentor and inspire teams to take ownership of their work and become the best leaders they can be. Please reach out to me at sperkins333@gmail.com or 401 699 1261
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Team Lead Trust OperationsFidelity Investments Oct 2022 - PresentMerrimack, New Hampshire, United States
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Svp, Director Wealth Management OperationsBroadway Bank Jan 2021 - Oct 2022San Antonio, Texas Metropolitan Area -
Vice President OperationsFidelity Investments May 2019 - Feb 2020WestlakeDevised and developed short/long-term strategy for service technology usage across PI Distribution Service and Operations (DSO). Managed, led, coached and developed up to 30 technical staff members by providing guidance on workload, priorities, assignments, and performance. Conceptualized and established a living roadmap for utilizing technology to ensure we obtain greater scale and efficiency for our growing business. Played key role in ensuring solutions consistently met established business needs. Cultivated long-term relationships with peers, executives and technology partners that was built on trust and credibility.
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Vice President Of Retail OperationsFidelity Investments Jan 2014 - May 2019Westlake, TexasOversaw team of 18 exempt managers and approximately 280 non-exempt associates to provide leadership, support and inspiration. Played a key role in senior leader's direct reports with functional ownership of entire Personal Investments and Managed Accounts Operations. Increased accuracy rate for five consecutive years during a 160% increase in volume by establishing a healthy work environment to propel consecutive delivery of world-class customer service. Led the implementation of a remote Work from Home (WFH) flexible work option to improve flexibility and work life balance for staff while leveraging HVD capabilities. The WFH model benefited both Fidelity and customers by expanding coverage to expeditiously initiate and resolve customer inquiries and has since been adopted and expanded across the entire company. Secured funding and partnered across multiple lines of business to automate high-risk/volume back-office processes efforts such as Buffer trades and withdrawals.
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Director Of OperationsFidelity Investments Jul 2004 - Jan 2014Spearheaded the successful relocation of the Rhode Island based team comprised of 30 associates to Kentucky following a major reorganization. Hired and trained initial team in the new Kentucky location while simultaneously managing two teams of associates in Rhode Island who were dealing with job re-allocation and /or displacement. Headed a contingency site in Westlake, TX and partnered with multiple business partners across several locations to successfully and seamlessly repatriate work from our India site back to the United States. Drove proactive prevention for 30K+ customer impacting problems monthly to reduce risks to Fidelity subsequently cultivating trust with customers by devising and developing an innovative proactive role with a primary focus on error prevention. Developed workplace feedback mechanism to provide greater understanding and clarity around role functions which resulted in greater workplace efficiencies and increased cost savings.
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Senior Operations ManagerFidelity Investments Jun 2000 - Jul 2004Greater Boston AreaDemonstrated consummate accuracy in the analysis of strengths and development of staff. This included providing timely and specific feedback on performance while also providing challenging goals, assignments and opportunities for further growth. Planned, developed, integrated, and promoted a culture of accountability, integrity, and respect in order to establish and cultivate a trusting and engaging work environment. Identified and clarified customer and business needs by instituting solutions to increase efficiency and results.
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Senior AssociateFidelity Investments Feb 1997 - Jun 2000Boston
Shawn Perkins Skills
Shawn Perkins Education Details
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Exercise Physiology
Frequently Asked Questions about Shawn Perkins
What company does Shawn Perkins work for?
Shawn Perkins works for Fidelity Investments
What is Shawn Perkins's role at the current company?
Shawn Perkins's current role is Team Lead, Trust Operations at Fidelity Investments.
What is Shawn Perkins's email address?
Shawn Perkins's email address is sp****@****ank.com
What schools did Shawn Perkins attend?
Shawn Perkins attended University Of Massachusetts Amherst, University Of Massachusetts Boston.
What skills is Shawn Perkins known for?
Shawn Perkins has skills like Financial Services, Mutual Funds, Series 7, Investments, Securities, Risk Management, Wealth Management, Process Improvement, Business Analysis, Equities, Vendor Management, Financial Analysis.
Who are Shawn Perkins's colleagues?
Shawn Perkins's colleagues are Monty Melford, Wes M., Joanne Gatnik, Michael Milano, Scott Marshall, Ashwini Salimath, Nicholas Whalen, Cfa.
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