J. Daniel Perry II

P. O. Box 1414 Mobile (469) 387-6895Coppell, Texas 75019 jdperry05@hotmail.com

Objective Obtain a position where I can maximize my financial & operational experience

Education Bachelor of Science, Political Science, Economics and Business – Minor, 2011Texas A&M University, College Station, Texas

Work Experience

09/11 – present Fidelity Investments

Brokerage Operations Representative Provide support to IWS service teams for Money Movement and Acct

Maint transaction approvals

Analyze cashiering requests for IWS clients, ensuring timely & accurate completion

Attain knowledge on all current compliance and risk training

Demonstrate good communication skills between team members and internal business partners

Represents Fidelity with professional & courteous demeanor

Multitask between multiple queues over the course of the day, and process end of day responsibilities

Associate FI Console Analyst Handle reporting requests on call data using Avaya CMS, Brio, and

Microsoft Excel/Access

Provide direct support to FI contact center groups in support of Avaya CMS, IEX Totalview, Call Capture, XTRAC, and NICE application support.

Perform indirect problem management, isolation, resolution of applications, application verification, validation, incident management, problem resolution, and root cause analysis.

Provide support to call routing strategies and plans using CISCO ICM.

Follow crisis management procedures for high-impact issues based on Business Unit impact protocol.

Provide constant follow up and communication for closure of daily incidents to impacted customer in multiple groups within FI group.

Process requests for new associates and program phones.

Participate in Disaster Recovery planning and exercises and work as a member of a rotating on-call team.

Internships:

05/09 – 12/09 Defense Intelligence Agency— Pentagon, Arlington, Virginia

TOP SECRET/NOFORN Security Clearance

Technical Editor/Microsoft Works Programmer/Evaluator

05/08 – 08/08 Reynolds & Reynolds, College Station, Texas

Marketing Department/Technical Editing

Other (Seasonal):

J. Daniel Perry IIPage 2

01/10 – 05/10 Home Depot, Lewisville, Texas

07/03 – 01/09 Super Target Stores, Lewisville, Texas

Additional Qualifications

2014

2002

Series 99 License

Eagle Scout

2005 – 2009 Corps of Cadets – Texas A&M University, College Station, Texas

National Society of Collegiate Scholars

2006 – 2007 Lambda Sigma Honor Society

President