Jim Richards is a skilled expert, who works in Fidelity Investments main office of which is in 499. on the position of Workplace Planning and Guidance Consultant since 2013. Jim Richards gained professional experience in more than 14 positions at various companies. Jim Richards went to the University of North Carolina at Asheville and got education from 1991 to 1994. Salt Lake City, Utah is the area, where this expert was known to be located. This professional's contacts are accessed through Connexy by request.
Name variants:
James Richards
Contact Information
Last Update
Jul 9, 2022
Email
fa**@comcast.net, ji**@fidelity.com, ja**@yahoo.com
Location
Salt Lake City, UT
Company
Workplace
Workplace Planning and Guidance Consultant
Boston, MA
Industry
Financial Services
Colleagues
Work History
Workplace Planning and Guidance Consultant
245 Summer St, Boston, MA 02210
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from...
from Jul 2013
Sales and Marketing
Represent Grendeddy Dave’s Sauces and Seasonings at trade shows by selling product and merchandise while connecting with potential customers and developing business relationships with potent...
from Jun 2008
Manager Audience Generation
3201 Glenwood Ave, Raleigh, NC 27612
Created professional relationships with some of the top national and international physicians that are recognized as expert in their respective fields while vetting based on federal guidelin...
2007 — 2012
Owner
Draper, Utah
I managed and maintained residential properties for long term and vacation rentals. I was responsible for acquiring new properties, accounting, hiring contractors and temporary workers, and ...
from 2007
Guitar Sales and Customer Service
Advised clients that ranged from beginner enthusiasts to professional career musicians. Performed equipment troubleshooting and dispute resolutions. Also acted as a liaison between clients a...
2005 — 2007
Corporate Liaison and Account Executive
Identified corporate sponsorship funds for local area county school districts. Aided schools and school systems to meet United States Department of Education’s recommended emergency response...
2004 — 2005
Project Manager and Sales
Interviewed, hired, and directed an eight-person team that safety-inspected digital equipment involved in a voluntary safety recall. Maintained strong and confidential relationships with Mot...
2002 — 2004
Stadium Concessions Manager
Interviewed, hired, scheduled and supervised 50+ staff members while managing 18 points of sale. Maintained inventory and communicated real-time needs with all vendors while working within b...
2001 — 2002
Project Manager and Logistics Management
Executed market and field research to conceive creative and cost-effective solutions for project functions to achieve target productivity while maintaining optimal efficiency. Performed feas...
2000 — 2001
Retirement Planning Group
Sold and serviced retirement planning services and products to high net worth clients. Worked primarily with not for profit employer plans. Focused on asset acquisition and asset retention f...
1995 — 2006
Aquatics Director
40 north Merrimon Ave, Asheville, NC 28804
Directed a year-round multi-site aquatics program. Annually developed, administered, and operated within a six-figure budget. Staffed and coordinated 75+ aquatic personnel across a wide vari...
1995 — 2000
Retirement Specialist
Worked with small company retirement plans. Sold and serviced IRAs, SEP-IRAs, profit sharing, money purchase, defined benefit plans, and other retirement plans. Acted as consultant to both i...
1992 — 1995
Mutual Funds Sales and Service
Sold and serviced mutual funds. Received my series 7 and 63 securities licenses. Interacted with retail customers regarding account maintenance, exchanges between funds, setting up new accou...
1989 — 1992
Education
Occupations
Executive
Owner
Real Estate Broker
Licensed Real Estate Broker
Philanthrope
Chief Executive
Property Manager
Real Estate Manager
Non-Profit
Skills
401K
Retirement
Series 63
Investments
Asset Managment
Event Management
Budgets
Customer Service
Meeting Planning
Marketing
Event Planning
Corporate Events
Sales
Marketing Communications
Trade Shows
Project Management
Management
Public Relations
Social Media Marketing
FAQs about Jim Richards
What's the main profession of Jim Richards?
Jim Richards is a Workplace Planning and Guidance Consultant.
What jobs is Jim proficient at at?
Jim Richards is proficient at Executive and Owner jobs.
Where is Jim Richards currently located?
Jim is currently located in Salt Lake City, Utah.
What is Jim Richards's email?
The professional's email is fa**@comcast.net and ji**@fidelity.com.
Where did Jim Richards work?
The professional worked at Fidelity Investments, Pnc Arena.
What education does Jim Richards have?
Jim studied at the University of North Carolina at Asheville from 1991 to 1994.
What languages does Jim Richards speak?
Jim Richards speaks Finnish.
What is the industry that Jim Richards is connected to?
This professional works in Financial Services industry.