
T.J. Ward, MBA
Various Architecture, Sales, & Executive Recruiting Roles

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About me
Vice President National Investor Center Leader at Fidelity Investments
Education

Regis Jesuit High School
1997 - 2001Diploma
University of Colorado at Boulder
2001 - 2006Bachelors Environmental DesignActivities and Societies: Theta Xi Fraternity

Regis University
2011 - 2013MBA Strategic Management 3.9 GPA (Graduate Honors)Graduated with Honors May 4th, 2013
Experience

Multiple Employers
Jan 1998 - Aug 2013Various Architecture, Sales, & Executive Recruiting Roles
Fidelity Investments
Sept 2013 - Oct 2016-Support, develop, and onboard new talent through rigorous training and 1-on-1 coaching and review, organize and lead call reviews with upwards of 50 associates, coach to CSS model in order to increase CEI and other KPI, and drive cultural engagement through promotion of auxiliary Fidelity groups including ERG's and Co-op's.-Developed a system to coordinate across multiple business groups/partners (L&D, Help Desk, Management, Trade Support & Onboarding) in order to standardize the onboarding process including terms for associate advancement and in order to facilitate adequate coaching and learning opportunities week-to-week for all new associates.-Promote the Fidelity experience and drive engagement in support of employee retention.-I was directly involved in the onboarding and development of over 200 associates/reports. Show less -Interact with customers, via inbound calls, responding to requests for information and assistance with their brokerage accounts to include description of account features, communicating account balances, and executing efficient and accurate stock trades-Engage in insightful conversations with clients regarding economic market conditions as well as various markets such as equity, fixed income, and international-Lead customers toward defined solutions applicable to their situation-Effectively use on-line resources, including Fidelity.com and Microsoft Windows-based workstation to execute trades, account distributions, provide account balance and transaction information, discuss Fidelity's wide range of products and services, and provide market news and quotes-Trading Excellence for 500 Error Free Trades-Trading Excellence for 1000 Error Free Trades-Series 7 licensed-Series 63 licensed-Series 9 licensed-Series 10 licensed Show less
Interim Service Manager
Jul 2016 - Oct 2016Onboarding Coach
Sept 2015 - Oct 2016Senior Trading Specialist
Feb 2015 - Sept 2015Financial Representative
Sept 2013 - Feb 2015

Fidelity Investments
Mar 2017 - now-2013, October 11: "Outstanding New Hire" award NH5-2013, 2014: Co-Lead for Denver Fidelity FiVE employee resource group (ERG) dedicated to supporting and celebrating military veterans in the community and within the organization-2014, 2015, 2016: Onboarding Director for Fidelity FiVE National Steering Committee-2014, 2015, 2016: Community Co-op Board Member-2014, July, Nov, Dec: "Manager's Choice" award-2014: Enhancing Leadership Capabilities (ELC) 2014 Class selected by Central Leadership Team-2014, Q3: Coaching Excellence Award nomination-2014, Q3, Q4: Trading Excellence award, for achieving 100% trading accuracy-2014, Q4: Excellence In Action award-2014: "Best In Class" Volunteer award for outstanding commitment to volunteerism-2015, 2016: President of Denver Fidelity FiVE employee resource group (ERG) dedicated to supporting and celebrating military veterans in the community and within the organization-2015, Q1, Q2: Coaching Excellence Award nomination-2015, August: "Manager's Choice" award-2015, Q4: Excellence In Action award-2017, Q1, Q2: Excellence In Action award-2017: Top CRM MVP Denver-2018, Q1: Excellence In Action award-2020, Q1: Excellence In Action award-2021, Q1: Excellence In Action award-2021, Q3: Excellence In Action award-2021, Q4: Excellence In Action award-2023, Q1: Excellence In Action award Show less -Educating clients on an ongoing basis regarding asset allocation-Conducting annual reviews of client’s profiles to ensure suitable portfolio allocations-Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities-Conducting welcome calls with new clients to solidify the relationship and outline the service model-Resolving service requests in coordination with PAS Service Specialists Show less
Vice President National Investor Center Leader
May 2022 - nowPersonal Investing (P.I.)
Sept 2013 - nowTeam Leader, Portfolio Specialist
Jun 2021 - May 2022Team Leader, PAS Client Management Representatives + Managed Account Support Specialists
Sept 2020 - Jun 2021Portfolio Specialist
Mar 2019 - Sept 2020Portfolio Advisory Services - Client Management Representative
Aug 2018 - Mar 2019Central Relationship Manager (CRM)
Nov 2016 - Aug 2018Interim CRM Manager
Mar 2017 - Jul 2017
Licenses & Certifications
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Series 7
Financial Industry Regulatory Authority (FINRA).webp)
Series 10
Financial Industry Regulatory Authority (FINRA).webp)
Series 9
Financial Industry Regulatory Authority (FINRA).webp)
Series 66
Financial Industry Regulatory Authority (FINRA).webp)
Series 63
Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
Polar Plunge
Issued by Special Olympics Colorado
Associated with T.J. Ward, MBA
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