Shawn Perkins Email & Phone Number

Merrimack, New Hampshire, United States

San Antonio, Texas Metropolitan Area

Westlake

Devised 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.

Westlake, Texas

Oversaw 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.

Spearheaded 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.

Greater Boston Area

Demonstrated 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.

Boston

Bachelor Of Science - Bs, Exercise Physiology

Education record

Activities and Societies: Basketball Team