Shyanne James
AeroLeads people directory · profile

Shyanne James Email & Phone Number

Finance Consultant | Data Analytics | Data Entry at Fidelity Investments
Location: Raleigh, North Carolina, United States 5 work roles
LinkedIn matched
2 data sources Profile completeness 71%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Finance Consultant | Data Analytics | Data Entry
Location
Raleigh, North Carolina, United States
Company size
52767 employees

Who is Shyanne James? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shyanne James is listed as Finance Consultant | Data Analytics | Data Entry at Fidelity Investments, a company with 52767 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Shyanne James.

Shyanne James previously worked as Multi Product Financial Consultant II at Fidelity Investments and Financial Consultant I at Fidelity Investments.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Shyanne James's masked contact details.

Fidelity Investments

Review company-level records connected to Shyanne James before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Shyanne James

At Fidelity Investments, my role as a Multi Product Financial Consultant II revolves around interpreting data to ensure the integrity and security of client accounts. My proficiency with Focuspoint, DBCS, and DCW empowers me to handle intricate account activities and enrollment processes efficiently.With a forte in CRM, I have a proven track record in nurturing customer relationships and leveraging sales and marketing strategies to meet clients' financial objectives. As part of a dynamic team, we strive to deliver exceptional client service, reinforcing trust and satisfaction in our financial consultations.

Current workplace

Shyanne James's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Finance Consultant | Data Analytics | Data Entry
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
View company profile Email format
5 roles

Shyanne James work experience

A career timeline built from the work history available for this profile.

Multi Product Financial Consultant Ii

Current
Fidelity Investments

Durham, North Carolina, United States

  • Analyzed and interpret file feed data and conducted carrier updates with data populatedfrom accounts.
  • Monitored accounts for security breach alerts and utilized system for accountauthentication.
  • Proficient in Focuspoint, DBCS and DCW used to track account activity and enter data to processenrollment elections.
  • Dually skilled to assist with multiple products while maintaining integrity and security of participant
Jan 2023 - Present

Financial Consultant I

Fidelity Investments

Durham, North Carolina, United States

Conferred with customers to assess market fluctuations and correct account issues.Maintained energy and enthusiasm in Fast paced environment.Demonstrated respect, Friendliness, and willingness to help wherever needed.Understood and processed distributions from retirement accounts through employersponsored plans using client specific plan process.Understood.

Jan 2022 - Oct 2022

Solutions Specialist

Verizon

Raleigh, North Carolina, United States

Jul 2019 - Jul 2021

Inbound Sales Representative

Charter Communications

Raleigh, North Carolina, United States

Jan 2017 - May 2019
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

VB Vince Belgera Vince Belgera Colleague at Fidelity Investments Knightdale, North Carolina, United States, United States View → VK Vincent Kirk Vincent Kirk Colleague at Fidelity Investments Fort Worth, Texas, United States, United States View → KD Kaine Danielson Kaine Danielson Colleague at Fidelity Investments Metro Jacksonville, United States View → CP Cindy Pauly Cindy Pauly Colleague at Fidelity Investments Merrimack, New Hampshire, United States, United States View → MH Mee Her Mee Her Colleague at Fidelity Investments Greater Boston, United States View → CP Chris Polacek Chris Polacek Colleague at Fidelity Investments Sacramento, California, United States, United States View → BW Brian Walsh Brian Walsh Colleague at Fidelity Investments Walpole, Massachusetts, United States, United States View → VC Varda Carbley Varda Carbley Colleague at Fidelity Investments Raleigh-Durham-Chapel Hill Area, United States View → MV Michael Valeri Jr Michael Valeri Jr Colleague at Fidelity Investments Greater Boston, United States View → KQ Kent Qian Kent Qian Colleague at Fidelity Investments San Francisco Bay Area, United States View →
FAQ

Frequently asked questions about Shyanne James

Quick answers generated from the profile data available on this page.

What company does Shyanne James work for?

Shyanne James works for Fidelity Investments.

What is Shyanne James's role at Fidelity Investments?

Shyanne James is listed as Finance Consultant | Data Analytics | Data Entry at Fidelity Investments.

Where is Shyanne James based?

Shyanne James is based in Raleigh, North Carolina, United States while working with Fidelity Investments.

What companies has Shyanne James worked for?

Shyanne James has worked for Fidelity Investments, Costello Real Estate & Investments, Verizon, and Charter Communications.

Who are Shyanne James's colleagues at Fidelity Investments?

Shyanne James's colleagues at Fidelity Investments include Vince Belgera, Vincent Kirk, Kaine Danielson, Cindy Pauly, and Mee Her.

How can I contact Shyanne James?

You can use AeroLeads to view verified contact signals for Shyanne James at Fidelity Investments, including work email, phone, and LinkedIn data when available.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Shyanne James you were looking for.

Shyanne James
Shyanne James
Sales Representative At Charter Communications
Raleigh, Nc
2 email domains
View similar profiles