Brian Herman
Onboarding Leader at Fidelity Investments
Based in Dallas-Fort Worth, United States
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Seniority
Manager
Department
Operations
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
84K
Contact information
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b•••••••@fidelity.com
Phone
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Background
About Brian Herman
I am a Team Leader in Wealth Management Services for Fidelity Investments. Together with my team, we ensure that the needs of our Chicago-area branches are met, while seeking opportunities to provide greater value in that working relationship. In addition, I am the Co-Lead for our SmoothTalkers organization, empowering the entire Westlake site to improve their self-advocacy, pitch their work more effectively, and develop their networking skills. Series 7/63/24/9/10 licensed. Certified Scrum Master through Scrum Inc.
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