david jones
head of core market product offer and operations
About
Vice President, Retirement Plan Services at T Rowe Price. Location: Baltimore, Maryland Area ... 2002 – 2006 (4 years)Cincinnati Area. Led a multi-site team...
united states
baltimore
financial services
leadership, management, mutual funds, process improvement, 401k, risk management, change management, financial services, team leadership, securities, vendor management, retirement, operations management, strategic financial planning, retirement planning, operational excellence, relationship management, yellow belt six sigma, completed babson leadership development program, completed adaptive leadership training, completed people to people leadership training, completed leading strategically program, completed the fidelity prime leadership program
Experience
head of core market product offer and operations
t. rowe price
advisory board member
greenloop technologies
senior vice president, customer research and resolution
fidelity investments
Lead Case Management and Problem Resolution division for the Defined Contribution business responsible for 16 million participants and 19,000 clients. Manage staff of 9 direct reports and 174 associates ($12 million budget).
vice president, customer services operations, distribution services
fidelity investments
Led a multi-site team responsible for all literature fulfillment, statement and confirm production, print cost reduction efforts and email/channel migration initiatives for the entire Defined Contribution Business. Led staff of 3 direct reports and 32 associates ($55 million budget).
director, services management
fidelity investments
Managed multi-site team responsible for product consultation and development recommendations for the Mid Market 401k business.
director, advanced technology group
fidelity investments
Selected to lead a start up business unit to focus on high impact projects for Mid Market 401k business.
director, segment services operations
fidelity investments
Managed a support operation for Defined Contribution Operations including database management, archiving efforts, and account maintenance.
Education
daniel hand high school
ohio wesleyan university
economics
Activities and Societies: SAE, Varsity Soccer Team
david jones's Contact Information
Phone
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