senior manager accounting for regulatory reporting & compliance at fidelity investments@ Fidelity Investments
Dallas, Texas, United States
Stephanie Setzer
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University of Louisiana Monroe
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Tell me more about Stephanie Setzer?
FlashIntel GPTStephanie Setzer is a highly experienced professional with 26.7 years of work experience in accounting, financial planning, and financial analysis. She has a strong background in strategic planning, leadership, and accounts payable. Currently, she serves as the Fund Reporting Manager at Fidelity Investments in Keller, Texas. Prior to this, she held various positions at the Greater Keller Chamber of Commerce and MUFG Investor Services, U.S. Stephanie is known for her expertise in financial reporting, financial modeling, and customer service. She is a dedicated and skilled professional with a proven track record in the industry.
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About
Fund Reporting Manager at Fidelity Investments
Work Experience
senior manager accounting for regulatory reporting & compliance at fidelity investments
Fund Reporting Manager
Financial Services
Stephanie Setzer's Professional Milestones
- Fund Reporting Manager (2015-08-01~2021-11-01): Implemented effective financial reporting strategies, resulting in improved accuracy and cost-savings in financial reporting.
- Business Manager (2015-05-01~2015-08-01): Successfully implemented strategic initiatives to increase operational efficiency and drive revenue growth.
Education
Accounting
1990-1995Skill
Accounting
Financial Planning
Financial Analysis
Strategic Planning
Leadership
Accounts Payable
Financial Modeling
Financial Reporting
Financial Accounting
Fund Accounting
Private Equity
Nonprofits
Budgets
Customer Service
Management
Certification
Colleagues
Ron Darwin
investment advisor representative and business owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Omar Cantu Jr
Financial Fitness Coach | Small Business Owner
Hailey Sharp
Owner
Other Named Stephanie Setzer
Frequently asked questions
We found 3 Stephanie Setzer's email addresses
We found 3 Stephanie Setzer's phone numbers
Stephanie Setzer works for Fidelity Investments
Stephanie Setzer's role in Fidelity Investments is senior manager accounting for regulatory reporting & compliance at fidelity investments
Stephanie Setzer works in the industry of Financial Services
Stephanie Setzer's colleagues are Ron Darwin,Laurie Jacques,Caidi Bolte
Stephanie Setzer's latest job experience is senior manager accounting for regulatory reporting & compliance at fidelity investments at Fidelity Investments
Stephanie Setzer's latest education in University of Louisiana Monroe
