Janet Mullaney Email & Phone Number
Senior Leader Client Services @ Fidelity Investments
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Janet Mullaney Location
- Warren, RI, US
Janet Mullaney Work
- Senior Leader Client Services @ (December 2024 - Present)
- Team Leader, Client Services @ (September 2022 - December 2024)
- Investment Center Team Manager @ (April 2022 - September 2022)
- Premium Elite Relationship Manager @ (April 2019 - April 2022)
- Premier Advisor @ (December 2018 - March 2019)
- Investment Consultant SA- Client Relationship Team @ (August 2017 - November 2018)
- Investment Consultant - Retirement Help Desk @ (September 2015 - August 2017)
- Retirement Help Desk - CD and IRA unlicensed @ (September 2014 - September 2015)
- CD and IRA Customer Service @ (February 2011 - September 2014)
- Customer Service And Sales Representative @ (March 2007 - February 2011)
- Customer Service Representative and on the job trainer @ (October 2005 - March 2007)
Janet Mullaney Education
- Bristol Community College
Associate of Arts and Sciences (A.A.S.) (Criminal Justice and Corrections)
2001-2004
Janet Mullaney Skills
- Banking
- Call Centers
- Credit
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- FINRA
- Finance
- Financial Services
- IRAs
- Internet Banking
- Investments
- KYC
- Leadership
- Leadership Development
- Life & Health Insurance Licenses
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Outlook
- PowerPoint
- Relationship Management
- Retail Banking
- Retirement Planning
- Risk Management
- Sales
- Series 10
- Series 66
- Series 7
- Training
- Public Speaking
- Financial Modeling
- Customer Relationship Management Crm
Janet Mullaney Summary
- Janet Mullaney, based in Warren, RI, US, is currently a Senior Leader Client Services at Fidelity Investments. Janet Mullaney brings experience from previous roles at Fidelity Investments, Merrill Edge and Citizens Bank. Janet Mullaney holds a 2001 - 2004 Associate of Arts and Sciences (A.A.S.) in Criminal Justice and Corrections @ Bristol Community College. With a robust skill set that includes Banking, Call Centers, Credit, Customer Experience, Customer Relationship Management (CRM) and more. Janet Mullaney has 1 emails and 2 mobile phone numbers on RocketReach.
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