Kate Evancic

Enablement Leader, Brokerage Client Services

Role: Enablement Lead at Fidelity Investments
Location: Bradenton, FL, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Kate Evancic

Experienced Senior Project Manager with a demonstrated history of working in the…

Experience

Enablement Lead
Fidelity Investments
Jul 2023 — Present · Tampa, FL, US

Skills

Outlook
Office Management
Administrative Assistants
Analysis
Strategy
Requirements Analysis
Vendor Management
Agile Methodologies
Event Planning
Management
Project Management
Lotus Notes
Sharepoint
Customer Service
Process Improvement
Expense Management
Software Documentation
Powerpoint
Access
Disaster Recovery
Microsoft Office
Business Analysis
Ms Project
Calendars
Leadership
Microsoft Excel
Calendaring
Employee Benefits
Telephone Skills
Business Process Improvement
Program Management
Travel Arrangements
Visio
Requirements Gathering
Team Leadership
Spreadsheets

Contact information

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Work email
k••••••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••05

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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