Verified recordFinancial Services

Janell Wohlgemuth

Sr Data Consultant, Equity Solutions at Fidelity Investments

Based in Denver, United States

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Seniority

Staff

Department

Information Technology

Location

Denver

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

j•••••••@fidelity.com

Phone

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Background

About Janell Wohlgemuth

Strategic Healthcare Technology & Benefits Project Manager with 20+ years of delivering superior results by building collaborative teams and analyzing data to optimize processes for companies. Articulate communicator, capable of building lasting relationships with senior management of clients, partners, and vendors. Visionary with a track record for finding innovative ways to grow revenue and increase margins. AREAS OF STRENGTH & EFFECTIVENESS (CAREER SNAPSHOT) Healthcare Technology & Benefits Product Management Expertise • Started in product/project/account management in healthcare technology, global financial services, and equity compensation and have been building programs and operations for 20+ years, most recently at Janus Henderson Investors. • Known for -> being a trusted subject matter expert for employees/clients for equity compensation and 401(k) issues. • Expert at operational management of equity compensation and 401(k) administration, including creating detailed procedural documentation, workflows, financial reporting, plan documentation, and legal filings. Program Operations • Typically manages ~5 multiple complex projects simultaneously. • Managed budgets up to $300K (forecast/modeled). • Microsoft Word, Excel, Outlook, PowerPoint. Fidelity Plan Sponsor Workstation (Stock Plan and 401(k) Plan Administration), Adobe Acrobat, and Unily. • Reports financials monthly and quarterly using proprietary systems. • Vast experience training/onboarding both clients and employees to new information systems. Team Building and Cross-Functional Collaboration • Leads by example, treating everyone with respect and kindness. Assumes positive intention when going into new or challenging situations. “Great relationships are built with trust, active listening, and being consistent with your interactions”. • Led teams of up to 68 people. • Works cross-functionally with all levels of H.R, Payroll, I.T, Legal, Compliance, and Tax departments.

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