Darlene C.
Team Leader, Client Services
- Role
- Team Leader, Client Services at Fidelity Investments
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Darlene C.
Financial services leader with extensive knowledge of investment products and services specializing in complex client needs. Demonstrated leadership experience in motivating associates to achieve results and provide exceptional service in a fast-paced environment while managing risk. A proven track record in process improvement, analytical thinking, and collaboration at all levels of the organization to exceed results and ensure business unit success. Skilled in: Coaching and Development Consultative Sales Compliance and Audit Hiring and Associate Skills Training Change Management Performance Management FINRA security licenses: Series 7, 9/10, and 66
Experience
Team Leader, Client Services
Jul 2022 — Present · Orlando, FL, US
Education
Miami University
Bachelor of Science (B.S.), Finance, General
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