Lisa Goines

Vice President, Participant Services at Fidelity Investments

Role: Vice President, Participant Services at Fidelity Investments
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

About Lisa Goines

I\'m a passionate, solutions-oriented leader focused on building strong teams that consistently deliver impactful outcomes.As a senior executive with over 25 years of experience, I specialize in providing on-brand customer experiences that exceed expectations and drive result. I effectively engage and mobilize high performance teams across disciplines and functions to achieve critical business initiatives. Throughout my diverse career, I have reinvented customer care strategies, reduced operating expense, spearheaded projects and realized measurable improvements in all performance metrics. I have streamlined functions, established new business units, created strategies to enhance loyalty programs and supported system conversions.

Experience

Vice President, Participant Services
Fidelity Investments
Aug 2021 — Present · Covington, KY, US

Skills

Vendor Management
Inspiring People
Visionary
Call Routing
Executive Management
Motivation
Customer Insight
Training
Customer Satisfaction
Call Center Administration
Business Insights
Call Center
Performance Management
Process Optimization
Microsoft Office
Strategic Insights
Working Experience
Operational Planning
Customer Service
Driving Results
Customer Experience
Change Management
Process Improvement
Coaching
Business Strategy
Call Centers
Leadership
Strategic Planning
Business Process Improvement
Leading Organizational Change
Cross-Functional Team Leadership
Management
Team Building
Forecasting
Retail
Leadership Management

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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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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