Val Parrish Email & Phone Number

Salt Lake City, Utah, United States

Ogden, Utah, United States

Salt Lake County, Utah, United States

Utah, United States

Led a team of Facilitator Managers that owned all internal training for associates at Fidelity Investments in Salt Lake City and American Fork Utah sites. • Directed a team of Facilitator Managers with Sales, Service, Trading, Financial Planning and Leadership Development expertise • Led the national Front-Line Leader New Manager Program facilitation team • Led the national Senior Manager Facilitator Team – those responsible for the many business portfolios within the company • Greatly increased efficiency in Learning and Development. Led the creation of a process that brought transparency and automation to metrics used for Monthly Business Reviews and review cycles • Presented to national groups on a regular basis • Called upon by many groups to train nationally including Interviewing Skills – a course I created to improve candidate effectiveness in interviews. A video of the session was used on the Fidelity HR page and on several career sites • Served as Interim Vice President of Facilitation for Learning and Development

Utah, United States

Sales Lead for TrainingFacilitated internal training courses and managed other facilitators • Awarded the Platinum Pyramid Award (national award given to one person annually) and the Director Award for excellence in facilitation and leadership • Two-time guest presenter at the Collegiate DECA (college business association) Fall Forum. Hundreds of students attended from across Utah and neighboring states • Mutual Fund Coordinator for SLC site. Selected as MVP from hundreds of managers at national Mutual Fund conference • Publisher and Editor of Driving Mutual Fund Sales newsletter with national distribution • Helped create the ACHIEVE sales call model that was adopted by Fidelity on a national basis to drive effective sales and service interactions with customers

Utah, United States

• Director Award winner for excellence in role • Site and department project lead for several national sales campaigns. Awarded trip to New York City • Selected from SLC region to participate in the Lead Retail program. Top leaders from across the country were selected to attend four week-long leadership training events to prepare them to take on key responsibilities in the company • Trained market and investment principles seminar to a multicultural class at Utah State University

Utah, United States

Managed a team of quality specialists • General Manager Award Winner for impact and excellence in role • Trained market and investment principles seminar to a finance class at Salt Lake Community College • Developed the nationally adopted methodology to use the voice of the representative to drive business effectiveness, and the process to surface critical business issues for immediate response • Wrote the national new-hire quality curriculum • Wrote several articles for the Fidelity’s national newsletter and contributed to content of articles used in trade publications

Utah, United States

Sales Manager / Flex Senior Trader / Senior Financial Sales Representative / Brokerage Trader & Service Representative

Ba, Marketing / Minor: Japanese

Activities and Societies: Student Manager- College of Business Partners Program Editor - Bottomline and Eccles Annual Review Phi Beta.

Graduate, National Honor Society President