Jerry Smith

VP, Regional Planning Consultant @Fidelity Investments

Weatherford, TX, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Mar 2024 — Present

VP, Regional Planning Consultant @Fidelity Investments

View department →

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…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jerry Smith — VP, Regional Planning Consultant at Fidelity Investments in Weatherford, TX, US | Unifers