Andy Disken
Vice President, Client Service Manager Team Leader at Fidelity Investments
- Role
- Vice President, Client Service Manager Team Leader at Fidelity Investments
- Location
- Fort Mitchell, KY, US
- LinkedIn followers
- 500 followers
About Andy Disken
Dedicated professional with over 20 years of business experience; a proven leader with…
Experience
Vice President, Client Service Manager Team Leader
Dec 1993 — Present
Lead and develop a team of 21 licensed Client Managers dedicated to providing client support on Equity Compensation• Created, developed and currently support a functional called Operational Consultant; this role was established to help support the sales organization as well as the ongoing implementation process• Oversee the day to day activity of 300 plus clients with a market value of over 15 billion dollars
Skills
- Cross-Functional Team Leadership
- Sdlc
- Program Management
- Series 7
- 401k
- Vendor Management
- Process Improvement
- Equities
- Mutual Funds
- Risk Management
- Strategic Planning
- Project Management
- Relationship Management
- Series 63
- Financial Services
- Crm
- Management
- Securities
- Retirement
- Business Analysis
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