Shannon Stepp
Financial Services Associate at Fidelity Investments
Based in Yulee, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Yulee
Industry
Financial Services
Company size
85K
Contact information
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s•••••••@fidelity.com
Phone
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Background
About Shannon Stepp
Currently on a second career at Fidelity Investments in Workplace Investing as a Financial Associate processing transactions such as withdrawals, loans, exchanges and futures for participants. I explain their 401K benefits and assist them with contributions and investment elections. I also assist participants in accessing and navigating the NetBenefits.com website to help facilitate their ability to service their own accounts if needed. Retired Experienced Sergeant of 18 1/2 years of service with a demonstrated history of working in the government administration industry. Skilled in Microsoft Excel, Management, Customer Service, Public Safety, and Government. Strong military and protective services professional with a Corrections Certification focused in Criminal Justice and Corrections from Florida State College at Jacksonville. Prior to working for the Jacksonville Sheriff's Office, Sergeant Alley, now Stepp worked as a Certified Nursing Assistant/ Mental Health Technician with several Health Care agencies, hospitals, mental health facilities and nursing homes in and around the Jacksonville area as well as working as a staffing agent for Medical Staffing Agency.
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