North I-25 Business Association

       

      Connecting Businesses in Albuquerque's North I-25 Area Since 1983

August 20

Meeting Report

September 17, 2015

Nativo Lodge 11:30 am

 

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September 17 Meeting
 

Lessons Learned as a Radio Show Host

The Growth of Fidelity Investments in Albuquerque

Community Reports

  • What is a large city, conveniently located between the East and West coasts yet in a different time zone?
  • What city is in the only region in the country that experiences no weather related outages?
  • What city provides a mild winter climate compared to the NE United States?

 

Albuquerque, of course.

 

These were just a few of the elements that influenced the decision of Fidelity Investments to locate a new regional service center in Albuquerque in 2007, said Leean Kravitz, addressing the North I-25 Business Association on August 20.

 

Kravitz is Senior Director of Public Affairs for Fidelity Investments’ New Mexico Regional Site.

 

Fidelity helps individuals reach their personal financial goals. It has 24 million customers who are served from 10 regional sites by 10,000 customer service representatives. They have another 10,000 information technology staffers supporting the operation.

 

Fidelity was the first company of its kind to offer phone and on-line capabilities for its investors. “We don’t just manage money, we manage people’s money” was a theme Kravitz emphasized in a video clip.

 

At the Albuquerque site, the organization serves workplace investing, pension, 401K, and HSA account holders as well as providing benefits administration for employers. They also provide payroll and staffing services.

 

With all this variety, there are tremendous opportunities for employees to grow within the company, Kravitz emphasized. The company is hiring for 120 open positions.

 

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Co-hosting a business talk show for 8 years has given Bob Daniel the opportunity to meet and interview some really interesting and entertaining guests. It also has exposed him to all kinds of new challenges on the air and off.  Some are funny, some are frustrating, but all have created tremendous learning opportunities. Bob will share some of these in his September 17, talk to the North I-25 Business Association

 

Pulakos CPAs PC is one of the oldest CPA firms in Albuquerque, since 1960, serving businesses and individuals with their tax, accounting and consulting needs.

 

Bob Daniel

Senior Business Advisor

Pulakos CPA's PC