T.J. Ward, MBA

T.J. Ward, MBA

Various Architecture, Sales, & Executive Recruiting Roles

Followers of T.J. Ward, MBA2000 followers
location of T.J. Ward, MBACastle Rock, Colorado, United States

Connect with T.J. Ward, MBA to Send Message

Connect

Connect with T.J. Ward, MBA to Send Message

Connect
  • Timeline

  • About me

    Vice President National Investor Center Leader at Fidelity Investments

  • Education

    • Regis Jesuit High School

      1997 - 2001
      Diploma
    • University of Colorado at Boulder

      2001 - 2006
      Bachelors Environmental Design

      Activities and Societies: Theta Xi Fraternity

    • Regis University

      2011 - 2013
      MBA Strategic Management 3.9 GPA (Graduate Honors)

      Graduated with Honors May 4th, 2013

  • Experience

    • Multiple Employers

      Jan 1998 - Aug 2013
      Various 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 2016
      • Onboarding Coach

        Sept 2015 - Oct 2016
      • Senior Trading Specialist

        Feb 2015 - Sept 2015
      • Financial 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 - now
      • Personal Investing (P.I.)

        Sept 2013 - now
      • Team Leader, Portfolio Specialist

        Jun 2021 - May 2022
      • Team Leader, PAS Client Management Representatives + Managed Account Support Specialists

        Sept 2020 - Jun 2021
      • Portfolio Specialist

        Mar 2019 - Sept 2020
      • Portfolio Advisory Services - Client Management Representative

        Aug 2018 - Mar 2019
      • Central Relationship Manager (CRM)

        Nov 2016 - Aug 2018
      • Interim CRM Manager

        Mar 2017 - Jul 2017
  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
    • Series 10

      Financial Industry Regulatory Authority (FINRA)
    • Series 9

      Financial Industry Regulatory Authority (FINRA)
    • Series 66

      Financial Industry Regulatory Authority (FINRA)
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Polar Plunge

      Issued by Special Olympics Colorado
      Special Olympics ColoradoAssociated with T.J. Ward, MBA