Sam Beattie

Sr Manager, Research & Insights @Fidelity Investments

Dallas-Fort Worth, TX, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Mar 2022 — Present

Sr Manager, Research & Insights @Fidelity Investments

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Responsible for influencing and developing the delivery of Workplace R&I that inform the strategic initiatives of Employers and Advisors. • I manage Fidelity’s Advisor listening posts (Advisor Council & Advisor Panels) to capture the Voice of Customer and share their feedback through data-driven insights that inform our Sales, Marketing, Product, Relationship Management, and Business Strategy teams.

EDUCATION

2014 — 2018

The University of Dallas

B.A. in Philosophy with a Minor in Business, Philosophy

2015 — 2015

Tecnológico de Costa Rica

Study Abroad

SKILLS

Business AnalysisClient DevelopmentBusiness Process ImprovementMicrosoft PowerpointCompetitive StrategiesStrategic PartnershipsRecruitingProject ManagementCompetitive DifferentiationBusiness PlanningBusiness StrategyConsultingDirect SalesMicrosoft ExcelManagementPublic SpeakingSalesStrategic PlanningTeam LeadershipCustomer ServiceSoftware as a Service (Saas)Management ConsultingNegotiationAccount ManagementCross-Functional Team LeadershipBusiness DevelopmentMarketing StrategyField TrainingSales ManagementTeam BuildingMicrosoft OfficeRelationship MarketingFinanceFinancial PlanningStrategic ConsultingMicrosoft WordMarketingKey Account Acquisition & RetentionStrategyPersuasive Speaking

ABOUT SAM BEATTIE

Certified Scrum Product Owner, CSPO® •Certified Scrum Master, CSM® •Fidelity Young…

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