director client experience strategy & planning@ Fidelity Investments
Boston, Massachusetts, United States
Whitney Whelan
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Southern New Hampshire University
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Tell me more about Whitney Whelan?
FlashIntel GPTWhitney Whelan is a highly experienced professional with over 20 years of work experience. She possesses a diverse skill set including customer service, time management, sales, leadership, and event planning. Based in the United States, Whitney leads a team of 21 executives and senior level leaders to create and execute strategies for regional focus areas such as Associate Experience, Dynamic Working, Career Vitality, Leadership Enablement, Brand Awareness, Diversity and Inclusion, and Functional Progression. She is known for her ability to create an associate experience that is world class and is a world-class individual.
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About
In my role, I lead a team of 21 executives and senior level leaders to create, drive, and execute strategy around regional focus areas such as Associate Experience, Dynamic Working, Career Vitality, Leadership Enablement, Brand Awareness, Diversity and Inclusion, and Functional Progression, to create an associate experience that is world class!
Work Experience
Regional Leadership Office Director
director client experience strategy & planning
Senior Learning Specialist
Learning And Development Facilitator
Financial Representative
Financial Representative
Financial Services
Whitney Whelan's Professional Milestones
- Lead Desk Associate (2007-01-01~2009-01-01): Provided exceptional technical support, ensuring seamless operations and enhancing productivity.
- Financial Representative (2010-03-01~2011-12-01): Achieved record-breaking sales targets by building strong client relationships and cultivating strong organizational relationships.
Education
Project Management,
Master Of Business Administration,
Masters
2012-2016Skill
Customer Service
Powerpoint
Microsoft Excel
Microsoft Office
Microsoft Word
Time Management
Sales
Outlook
Leadership
Public Speaking
Event Planning
Access
Social Media
Marketing
Teamwork
Certification
Colleagues
Ron Darwin
investment advisor representative and business owner
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Other Named Whitney Whelan
Frequently asked questions
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We found 2 Whitney Whelan's phone numbers
Whitney Whelan's social media include: Linkedin,
Whitney Whelan works for Fidelity Investments
Whitney Whelan's role in Fidelity Investments is director client experience strategy & planning
Whitney Whelan works in the industry of Financial Services
Whitney Whelan's colleagues are Ron Darwin,John Grdina,Steve Boyd
Whitney Whelan's latest job experience is director client experience strategy & planning at Fidelity Investments
Whitney Whelan's latest education in Southern New Hampshire University
