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Jeannine Bytwerk

Jeannine Bytwerk

Senior Trading Help Desk Specialist

Fidelity Investments

Jacksonville, FL

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Fidelity Investments

Senior Trading Help Desk Specialist

• Teaming with the learning and development team to teach new traders
• Creating and delivering presentations
• Reviewing item requests for risk and regulation requirements; processing requests once reviewed
• Processing of forex wires
• Writing letters to clients
• Working with representative to help reduce the chance of an item to be rejected
• Researching and coaching representatives when requests are rejected
• Advising representative of next action steps to follow when requests cannot be processed
• Approving of high dollar/high risk transactions

Saint Joseph's Univeristy

Masters, Organization Development & Leadership

Northwood University

BBA, Banking & Finance / Marketing Management & Business Management