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Jennifer Stephenson
511 Villa Xing
Southlake TX 76092
609-828-1946
Jennifer.stephenson@fmr.com
Summary

Skilled at learning new concepts quickly, working well under pressure,

and communicating ideas clearly and effectively.

Demonstrated achiever with exceptional knowledge of Microsoft Office

Applications, FDOT, Actimize, XTRAC, STARRS, et al.

An organized, detail oriented, and conscientious self-starter, able to

strategize and prioritize effectively to accomplish multiple tasks and
stay calm under pressure.

A highly skilled listener and communicator, able to assess client needs

and convey necessary information with clarity and enthusiasm.

Fourteen years of customer service experience, 8 years of project

management experience.
Education
Bachelor of Applied Arts & Sciences, International Studies
The University of North Texas
Project Management Experience
Green Line Gazette

Collaborate with senior management, functional managers and associates to

lessen the communication gap between sites by implementing a newsletter
managed by associates at each of the three sites.

Oversaw the process by scheduling meetings, interpreting the changing needs of

the groups, editing, printing and distribution.
Employee Engagement

Project lead to implement a program to enhance associate morale and ongoing

education.

Collaborate with senior management, functional managers and associates over

the course of several meetings to develop a functional program that would keep
employees engaged and provide opportunities for continuing education.

Organized a class for individuals to sharpen their Excel and Power Point
knowledge.

Collaborated with functional managers and project management associates of

various departments to provide a rotating spokesperson to visit weekly meetings
in order to learn about the different departments.
Fidelity Application RIBBIT

Collaborated with senior management, functional managers and project

managers to develop an associate driven site for communication, personal

2011

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development and collaboration.

Oversaw production from conception to project close.

Talent Accelerated Program

Collaborated with mentors, associates and senior leaders to produce a

presentation for Senior Fidelity Executives regarding communication between
the end to end processes by utilizing a system called OOPS (Optimizing our
Premier Service) which won Fidelity National Recognition.
TAP AWARE

Acted as lead project manager on a program to raise awareness of TAP (Talent

Accelerated Program) by creating Learn it Lunches, monthly visits to various
departments, a RIBBIT website and documentation about the program.
Career History and Accomplishments
Risk Analyst Fidelity Investments

Investigative analysis of SEC/OFAC regulated activity to include,

insider trading, anti-money laundering, suspicious account activity,
multi wire destination, fraud, elder exploitation, account compromise et
al.
Oversee projects between various Risk teams to collaborate and mitigate
Risk pain points by scheduling and organizing meetings to allow
solutions to evolve through conversation between the various groups.
Document the various Risk functions to include policies and procedures

Brokerage Operations Specialist

8/1/2013 to
Present

Facilitated end-to-end transfer requests for Mutual Fund Operations as

well as New Account Maintenance.
Documented the various department functions to include policies and
procedures.
Implemented and oversaw the creation of a three site newsletter by
collaborating with senior management, functional managers and
associates to lessen the communication gap between sites.
Participated in the Talent Accelerated Program TAP (similar to a
management program) graduating in 2013. Formally trained on the
Agile project management life cycle which is utilized and trained at
Fidelity.
Collaborated with project management and software development teams
to create an application for the end user.
Extended Management Training EMT in Boston. Within six months of
working at Fidelity I was sent to Boston to sit as a panelist, among ten
other individuals, in a room of three hundred senior executives.
Participated in Learning Through Education by creating a presentation
to educate others on the lifecycle of a transfer request at Fidelity.

9/1/2011 to
8/1/2013

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