Top Talent like Shelley are on Pangea

Pangea, a YC company, connects companies with fractional talent. Fractional hiring allows companies to move faster and work with more specialized talent, while giving talent more flexibility and independence. If you are talent open to fractional work, apply here. If you’re a company looking for high-quality fractional talent, learn more here.

Shelley Olschefski

Operations Manager
Project Manager
People & Culture
Keller, TX, US
Leadership
Data Analysis
Risk Management
Available for hire fromNegotiable
Contracts
Performance-Driven Leader | Strategic Thinker | Inspiring Teams to Achieve Excellence | FINRA Licensed Professional
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.

Work History

F

Director of Operations

Fidelity InvestmentsJan 2013 - Dec 2024 • 12 yrsPerformance-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.
T

Product Consultant

TD AmeritradeNov 2010 - Dec 2011 • 1 yr 2 mosStrategized 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.
T

Private Client Services Elite Manager

TD AmeritradeSep 2007 - Nov 2010 • 3 yrs 3 mosLaunched 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 University

Accouning/FinanceSep 1989 - Dec 1992

Similar Pangeans

Phillip Chai

Data Analysis, Reporting & Data Visualization
Data Analysis • 10 years of exp. • Dallas, TX, US

Ellen Douglas

Senior Compliance Professional
Social Media Marketing • Email Marketing • Project Management • 11 years of exp. • Hollis, NH, US

Adrian M Odgers

COO | I Build Commercial Operating Systems That Scale Revenue Without Scaling Complexity | Fidelity · Natixis · Ogilvy | $25M+ P&L | 3x Growth
Operations Management • Growth Marketing Management • AI & Machine Learning • 20 years of exp. • Dubai, Dubai, AE

Brandy Jeffery

- Back Office Operative at WillisCapital - Financial Analysts and Retail Trader-Currencies, commodities and indices trader - Proficient at Communication, team work and problem solving responsibilities
Financial Analysis • Business Intelligence • 5 years of exp. • Abuja, Federal Capital Territory, NG

How Pangea Works

Effortlessly discover top talent

We've distilled the candidate search from endless hours down to just a few minutes. Using Pangea's AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company's niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea's fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team's capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We've combined every part of the hiring process into one platform to eliminate the miscommunication that's unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
Performance-Driven Leader | Strategic Thinker | Inspiring Teams to Achieve Excellence | FINRA Licensed Professional
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.

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call

Similar Pangeans

Phillip Chai

Data Analysis, Reporting & Data Visualization
Data Analysis • 10 years of exp. • Dallas, TX, US

Ellen Douglas

Senior Compliance Professional
Social Media Marketing • Email Marketing • Project Management • 11 years of exp. • Hollis, NH, US

Adrian M Odgers

COO | I Build Commercial Operating Systems That Scale Revenue Without Scaling Complexity | Fidelity · Natixis · Ogilvy | $25M+ P&L | 3x Growth
Operations Management • Growth Marketing Management • AI & Machine Learning • 20 years of exp. • Dubai, Dubai, AE

Brandy Jeffery

- Back Office Operative at WillisCapital - Financial Analysts and Retail Trader-Currencies, commodities and indices trader - Proficient at Communication, team work and problem solving responsibilities
Financial Analysis • Business Intelligence • 5 years of exp. • Abuja, Federal Capital Territory, NG

Top Talent like Shelley are on Pangea

Pangea, a YC company, connects companies with fractional talent. Fractional hiring allows companies to move faster and work with more specialized talent, while giving talent more flexibility and independence. If you are talent open to fractional work, apply here. If you’re a company looking for high-quality fractional talent, learn more here.

Shelley Olschefski

Operations Manager
Project Manager
People & Culture
Keller, TX, US
Leadership
Data Analysis
Risk Management
Available for hire fromNegotiable
Contracts

Work History

F

Director of Operations

Fidelity InvestmentsJan 2013 - Dec 2024 • 12 yrsPerformance-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.
T

Product Consultant

TD AmeritradeNov 2010 - Dec 2011 • 1 yr 2 mosStrategized 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.
T

Private Client Services Elite Manager

TD AmeritradeSep 2007 - Nov 2010 • 3 yrs 3 mosLaunched 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 University

Accouning/FinanceSep 1989 - Dec 1992

How Pangea Works

Effortlessly discover top talent

We've distilled the candidate search from endless hours down to just a few minutes. Using Pangea's AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company's niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea's fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team's capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We've combined every part of the hiring process into one platform to eliminate the miscommunication that's unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
Pangea empowers fractional work across the world for marketing and design roles.