Thomas Pool Email & Phone Number

Roanoke, TX, US

Westlake TX

Coordinate the transfer of Defined Contribution plans from outside recordkeepers into Fidelity Investments.Develop relationships with Clients, Prior Recordkepers, Advisors and Custodians in order to facilitate the transfer of Assets and participant records. - Develop a conversion strategy, review payroll needs, coordinate transfer of assets and records.

Westlake TX

Manage the relationships and service accounts for outside recordkeepers who utilize Fidelity funds in their retirement plans, and who trade electronically through the National Securities Clearing Corporation (NSCC).Consult with Plan Sponsors to provide appropriate education materials to their plan participants.

Westlake TX

Service and Trade accounts for outside recordkeepers who utilize Fidelity funds in their retirement plans, and who trade their accounts via fax or telephone.

Las Colinas TX

Primary internal resource for several of Fidelity's larger clients (GTE, General Motors, and Raytheon).Travel to multiple businesses who utilize Fidelity's Retirement Plan Recordkeeping Services, and presented several hundred Savings Plan Workshops to their employees.Provide plan specific training to internal 401K Representatives on several large plans.

Las Colinas TX

Service accounts, and place trades (Stocks, Bonds, Options) for Fidelity's high net worth brokerage clients.Sell Fidelity Mutual Funds utilizing needs based selling techniques via inbound phone calls.Qualify callers for other Fidelity products and services (IRA's, non-prototype retirement plans, various advisory services).

Addison TX

Daily audit of cash and credit card receipts for one of MHM Inc's hotel properties.