Jerry Smith
VP, Regional Planning Consultant @Fidelity Investments
Weatherford, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2024 — Present
VP, Regional Planning Consultant @Fidelity Investments
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Westlake, TX, US
EDUCATION
2015 — 2016
Western Governors University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
2005 — 2006
The University of Dallas
Financial Planning Certificate
2012 — 2014
Tarrant County College
Associate of Arts (A.A.), Business Administration and Management, General
SKILLS
Sales OperationsCustomer RetentionCustomer ServiceTrainingCustomer SatisfactionStrategic LeadershipSeries 7Project ManagementAgile MethodologiesManagementTeam BuildingConsultingProcess ConsultingLeadership DevelopmentStart-UpsFinancial ServicesProduct ManagementSoftware Development Life Cycle (Sdlc)Social MediaBrokerageCall CentersBusiness DevelopmentLeadershipBusiness PlanningProcess ImprovementCall CenterScrumFinanceSales ProcessStrategyCoachingRisk ManagementTeam ManagementChange ManagementCross-Functional Team LeadershipManagement ConsultingBusiness InnovationLeadership Development CoachingBusiness StrategyElectronic Communications
ABOUT JERRY SMITH
Every consequential decision deserves clarity. That conviction has shaped nearly three…
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