Grace Sandgren
Customer Relations Associate at Fidelity Investments
Based in Lehi, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Lehi
Industry
Financial Services
Company size
84K
Contact information
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g•••••••@fidelity.com
Phone
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Background
About Grace Sandgren
I have worked as a team manager over seeing 30+ reps. Going into necessary training for each rep, performance audits, holding team meetings, having the highest sales conversion rates, etc. Once working as a team manager, I moved into a floor wide management position. This position required everything I had previously done but on a larger scale. Holding meetings with other management, extensive use of Microsoft excel, organizing essential tasks, distribution of leads, and working closely with HR.
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