Verified recordFinancial Services

Brian Tahmoush

Sr Director, Platform Deployment at Fidelity Investments

Based in Cary, United States

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Seniority

Director

Department

Other

Location

Cary

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

b•••••••@fidelity.com

Phone

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Background

About Brian Tahmoush

Innovative professional demonstrating strengths in team building, process improvement, creative problem solving, team training, developing productive working relationships across organizational levels. AREAS OF STRENGTH • Defined Benefits • Project Management • 403(b), 457(b) • Process Improvement • Operations Management • Staff Training • Client Management • Implementation Planning • Customer Service • Vendor Management Process Improvement Projects = Benefits Manager • Restructured an eleven person team were every team member had one responsibility to a seven person team broken into two teams (Operations and Customer Service). This reduced our overall expenses and at the same to provide additional cross training and depth of knowledge to the team while providing improved customer service to the employees. Estimated saving over annually. Senior Pension Manager – • Assisted with the development of ‘Manager’s Dashboard’, a database tool used by over 200 ongoing service team associates and managers at four operations sites to manage workloads and contractual service level agreements. Acted as the Business Analyst for the project to ensure the database tool provided the functionality needed in Client Services. Team Training Projects = Benefits Manager – • Created and documented written procedures for over 40 procedures that were handled throughout the department. This provide a training tool as associates took on new responsibilities and provided a tool for new hires to the department. Senior Pension Manager – • Developed a training document to help new hire learn the different pension plans for the client. The client I managed had a cash balance plan, four traditional active grandfather plans and over 200 historical terminated plans. There was a lot of merger and acquisitions in the plans history making it a very complicated plan to administrate.

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