Brian Carlsen Email & Phone Number
Director, Client Service Manager @ Fidelity Investments
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Brian Carlsen Location
- Salt Lake City, UT, US
Brian Carlsen Work
- Director, Client Service Manager @ (February 2023 - Present)
- Sr. Client Service Manager @ (June 2021 - February 2023)
- Client Services Manager @ (October 2019 - June 2021)
- Equity Award Planner @ (September 2013 - October 2019)
- Stock Plan Consultant @ (May 2011 - September 2013)
- Inbound Customer Service Representative @ (November 2010 - May 2011)
- Fulfillment Manager @ Flirty Aprons (September 2009 - October 2010)
- Dental Lab Technician @ Tempus Dental lab (March 2001 - March 2009)
Brian Carlsen Education
- Utah Valley University
Accounting
2010-2014 - Brigham Young University
Bachelor's degree (Zoology/Animal Biology)
2001-2005
Brian Carlsen Skills
- Bulk Mailing
- Customer Service
- Distribution Center Operations
- Inventory Analysis
- Inventory Control
- Inventory Management
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Order Fulfillment
- Order Processing
- Physical Inventory
- PowerPoint
- Series 63
- Series 7
- Series 9/10
- Service Operations
- Stocks
- Supply Chain Operations
- UPS Shipping
- Warehouse Management
- Warehousing
Brian Carlsen Summary
- Brian Carlsen, based in Salt Lake City, UT, US, is currently a Director, Client Service Manager at Fidelity Investments. Brian Carlsen brings experience from previous roles at Fidelity Investments. Brian Carlsen holds a 2010 - 2014 Accounting @ Utah Valley University. With a robust skill set that includes Bulk Mailing, Customer Service, Distribution Center Operations, Inventory Analysis, Inventory Control and more. Brian Carlsen has 3 emails and 2 mobile phone numbers on RocketReach.
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