Operations and Analysis Lead - 10 years of experience
Operations and workforce management analyst with over 10 years of experience at Fidelity Investments specializing in contact center operations, capacity planning, real-time monitoring, and business intelligence. Proven track record of leveraging data to streamline workflows, optimize associate staffing, and improve key performance indicators—such as reducing average speed of answer by 50% and lowering case backlogs to cut wait times by 75%. Experienced in building Tableau dashboards, validating enterprise datasets, and leading/mentoring analyst teams. Holds FINRA Series 7, 9, 10, and 63 licenses along with a BBA in Organizational and Operational Management.
Member Since
July 24, 2026
Last Active
a month ago