Shelbi Jo Orr

Shelbi Jo Orr

Gym Coach, Dance Instructor, After School Care Giver

Followers of Shelbi Jo Orr497 followers
location of Shelbi Jo OrrDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Premium Grant Operations Senior Manager at Fidelity Charitable

  • Education

    • Texas Tech University

      2015 - 2016
      Bachelor's GENERAL STUDIES (ARTS AND SCIENCES)

      Contentrations in Personal Finacial Planning, Human Resources and Organizational Leadership

    • Midland High School

      2009 - 2011
  • Experience

    • TEGA Kids Superplex

      Jul 2013 - Dec 2014
      Gym Coach, Dance Instructor, After School Care Giver

      Arranged activities for children and provide them with the opportunity to utilize their curiosity, attend to the personal cleanliness of every child, assist in the formation of a classroom setting conducive to learning and suitable to the physical, social, and emotional growth of students. Delivering the best possible age-appropriate skills, content, and materials (including movement, terminology, music, choreography, technique, and historical influences), communicating with parents clearly and concisely about expectations regarding appropriate and respectful attire and compliance with faciliy policies Show less

    • Lubbock County Human Resources

      May 2015 - Mar 2016
      Intern

      Applied knowledge acquired in the classroom to real work situations, as well as gain the skills and experiences that is necessary to prepare students for a successful career in human resources. Resolving problems in paperwork, ensuring that procedures are performed correctly, updating various databases, researching and collecting data for various HR initiatives, networking with external resources, preparing materials for orientation, preparing all new hire paperwork and creating new personnel files. Show less

    • Lubbock County Medical Examiner's Office

      Mar 2016 - Mar 2020
      Intern
    • Fidelity Charitable®

      Sept 2017 - now

      Fidelity Charitable's mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. As a Premium Operations Grants Manager, I lead a team of driven individuals who service our donors, advisors and nonprofits. Our teams primary focus is non profit facing where we aim to conduct grants diligence for our wealthy, high net-worth donors. The mission of the Operations Delivery team is to lead operational processes that support the success of the core money in and money out functions within Fidelity Charitable. ​My role involved leading the efforts of the operations delivery work and connecting with internal and external stakeholders such as our Legal Risk and Compliance business partners, Programs, Production Support, and Nonprofit organizations. ​

      • Premium Grant Operations - Senior Manager

        Jan 2025 - now
      • Premium Grants Operations Manager

        Jul 2024 - Jan 2025
      • Core Operations Delivery Manager

        Jan 2023 - Aug 2024
      • Operations Delivery Team Lead

        Sept 2022 - Feb 2023
      • Nonprofit Team Lead

        Apr 2021 - Sept 2022
      • Senior Operations Specialist, Grants

        Mar 2020 - Apr 2021
      • Core Operations Specialist, Grants

        Apr 2019 - Mar 2020
      • Client Service Representative

        Sept 2017 - Mar 2020
  • Licenses & Certifications

    • CPR Certified

    • Donor-Advised Fund (DAF) Professional Certificate Program

      The American College of Financial Services
      Apr 2025
      View certificate certificate