Stefen Lee San Diego
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Stefen Lee San Diego Email & Phone Number

Financial Customer Associate at Fidelity Investments
Location: Salt Lake City, Utah, United States 6 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Financial Customer Associate
Location
Salt Lake City, Utah, United States
Company size
83148 employees

Who is Stefen Lee San Diego? Overview

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Quick answer

Stefen Lee San Diego is listed as Financial Customer Associate at Fidelity Investments, a with 83148 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a matched LinkedIn profile for Stefen Lee San Diego.

Stefen Lee San Diego previously worked as Operations Associate at Park City Blind & Design and Volleyball Coach at Club Gsl. Stefen Lee San Diego holds Bachelor'S Degree, Computer/Information Technology Administration And Management from Ensign College.

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Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Stefen Lee San Diego

Excellent communication and interactive skills. Has to experience in assisting and tutoring students. Versatile, cooperative and adaptable to any challenges and situations. Will apply creativity and empathy to help students understand concepts and content better. Experienced with Microsoft Excel and Word. Experienced with SIMnet and SQL servers. Speaks English, Tagalog, Korean and Japanese. Achieve compromise to conflict management by generating options for effective employees.An experienced Warehouse Management professional, I have 2 years and 9 months of experience driving strategic initiatives across Process Improvement, Sales and Operational Activities. My main objective is to contribute to the growth of an organization with my professional expertise in Process Improvement and develop myself further in the process.Key Achievements:-- Worked with Microsoft Access, Microsoft SQL Server, and IBM Netezza data warehouse to create datasets relevant to business needs- Created new database interface using SQL, VBA and Microsoft applications to increase productivity, project execution and trackingAdditional Information:-Language:- English, TagalogSkills and Specialities:- SQL, Cybersecurity, Microsoft Office, Science, Reasoning Skills, Analytical Skills, Communication Skills, Interpersonal Skills, Analytical Aptitude, Communication Oriented, Detail Orientation, Mentoring

Current workplace

Stefen Lee San Diego's current company

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Fidelity Investments
Fidelity Investments
Financial Customer Associate
Salt Lake City, UT, US
Website
fidelity.com
Employees
83148
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Company profile
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6 roles

Stefen Lee San Diego work experience

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

Operations Associate

Park City Blind & Design

Murray, Utah, United States

As an Operations Associate at Park City Blind & Design, I defined and improved inventory management and warehouse management processes and coordinated the transportation and shipping for timely delivery.I also install and repair inventory and items that we receive back from clients.

Volleyball Coach

Club Gsl

Draper, Utah, United States

As a Volleyball Coach at Club GSL, I conducted customer surveys and responded to client requests within 24 hours for better client satisfaction.I was also responsible for improving the customer service process and maintaining client relations through regular interaction.- Wrote 30+ weekly game previews and feature stories of volleyball and basketball games at inter-college and inter-state level as Head Sports Writer; partnered with Head Coach, identifying and selecting 4 new squad members- Coordinated with Athletics Director, formulating a schedule for volleyball practice; coached junior and sub-junior volleyball teams, monitoring individual and team performance, encouraging team building, preparing for 2 sports events

Jun 2022 - May 2023

Student Advisor

Byu-Pathway Worldwide

Utah, United States

BYU-Pathway Worldwide, I conducted customer surveys and responded to client requests within 24 hours for better client satisfaction.I was also responsible for improving the customer service process and maintaining client relations through regular interaction.

Aug 2021 - Aug 2022

Internship

Ilbc

Myanmar

-Coached 4 volleyball teams from middle school to high school level with 3+ years of experience.-Demonstrated and educated students in fundamentals of body movements through athletic activities.

Jul 2015 - Feb 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

SV Shailesh Vyas Shailesh Vyas Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → ST Sujeet Tiwari Sujeet Tiwari Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → MJ Mageshwaran Janarthanam Mageshwaran Janarthanam Colleague at Fidelity InvestmentsNorth Carolina, United States View → CR Chandan R Chandan R Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → CL Chris Loux Chris Loux Colleague at Fidelity InvestmentsMilford, Ohio, United States View → LH Luke Harris Luke Harris Colleague at Fidelity InvestmentsGreenville, North Carolina, United States View → JM Julia Moore Julia Moore Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View → BP Bill Purvin, Cmt Bill Purvin, Cmt Colleague at Fidelity InvestmentsMaui, United States View → PM Patrick Mcnally Patrick Mcnally Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → MV Michael Valeri Jr Michael Valeri Jr Colleague at Fidelity InvestmentsGreater Boston, United States View →
2 education records

Stefen Lee San Diego education

Bachelor'S Degree, Computer/Information Technology Administration And Management

Ensign College
FAQ

Frequently asked questions about Stefen Lee San Diego

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

What company does Stefen Lee San Diego work for?

Stefen Lee San Diego works for Fidelity Investments.

What is Stefen Lee San Diego's role at Fidelity Investments?

Stefen Lee San Diego is listed as Financial Customer Associate at Fidelity Investments.

Where is Stefen Lee San Diego based?

Stefen Lee San Diego is based in Salt Lake City, Utah, United States while working with Fidelity Investments.

What companies has Stefen Lee San Diego worked for?

Stefen Lee San Diego has worked for Fidelity Investments, Park City Blind & Design, Club Gsl, Byu-Pathway Worldwide, and Amazon Fullfilment Center.

Who are Stefen Lee San Diego's colleagues at Fidelity Investments?

Stefen Lee San Diego's colleagues at Fidelity Investments include Shailesh Vyas, Sujeet Tiwari, Mageshwaran Janarthanam, Chandan R, and Chris Loux.

How can I contact Stefen Lee San Diego?

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

What schools did Stefen Lee San Diego attend?

Stefen Lee San Diego holds Bachelor'S Degree, Computer/Information Technology Administration And Management from Ensign College.

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