Shelley Olschefski

About

At Fidelity Investments, leadership in Operations encompasses a commitment to regulatory compliance and strategic process optimization, under my direction. With an extensive tenure steering $300 billion in family office assets, the focus has consistently been on enhancing operational efficiency and ensuring rigorous adherence to FINRA standards. Expertise in coaching and commercial operations has empowered teams to exceed in delivering client satisfaction and driving digital transformation initiatives. Our achievements, like the 2020 Circle of Excellence award, are a testament to a collective dedication to continuous improvement and innovative solutions in the financial services sector.

Experience

• Director of Operations · Fidelity Investments01-01-2013 – 12-01-2024

  Performance-driven leader with over 25 years of experience in the financial and investment brokerage industry, specializing in operations, client services, and sales management. Led multi-functional teams overseeing $300 billion in assets. Expertise includes compliance, process optimization, and team development. Key achievements include winning the 2020 Circle of Excellence for digitizing Family Office services, coaching over 70 brokers into leadership roles, and ensuring FINRA compliance with Series 7, 24, 4, and 63 licenses.

• Product Consultant · TD Ameritrade11-01-2010 – 12-01-2011

  Strategized and delivered sales and service coaching among 38 branches and 215 Investment Consultants. Delivered subject matter expertise on all products, including Amerivest, Mutual Funds, ETFs, Retirement, Fixed Income, and Cash Management. Achieved 125% of performance target for growth in Amerivest assets and elevated 5 underperforming Investment Consultants to Top 25% performers.

• Private Client Services Elite Manager · TD Ameritrade09-01-2007 – 11-01-2010

  Launched a new Client Services function dedicated to growing highest net asset clients. Recruited and supervised a team managing a combined book value of $5.3B. Met and exceeded performance targets by up to 120% and received two Quarterly Head Coach Awards.

Education

• Wright State UniversityAccouning/Finance

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