Terry Niehaus
Taylor Mill
Summary
Dedicated operations and customer service professional with more than 30 years of experience in data management, alumni relations, retail operations, and customer engagement. Recognized for strong organizational skills, attention to detail, and a commitment to operational excellence.
Overview
31
31
years of professional experience
Work History
Alumni Coordinator / Store Manager
HOLY CROSS HIGH SCHOOL
Covington
08.2015 - 06.2026
- Managed and operated apparel store to ensure accurate reporting and managed all vendor relationships
- Developed and maintained strong vendor relationships, coordinating product ordering, delivery schedules, and inventory management to ensure timely availability of merchandise.
- Managed and maintained the alumni database, ensuring the accuracy of alumni records and communications.
- Compiled records from previous sports seasons into a short summary used in alumni quarterly newsletter
Integrated Data Management
FIDELITY INVESTMENTS
Covington
06.2010 - 06.2015
- Responsible for managing data across multiple platforms for accuracy and completeness, to ensure quality of the customer experience.
- Process new account applications, beneficiary designations and all other indicative data updates for participants.
- Perform IGO/NIGO review on all incoming work.
- Communicate with Plan Sponsors for work that requires additional action.
Transaction Processing – Contributions
FIDELITY INVESTMENTS
Covington
05.2003 - 06.2010
- Processed incoming rollover and loan repayment checks on participant level accounts.
- Outbound calls to participants with high dollar roll-in checks that were NIGO.
Transaction Processing – Distributions
FIDELITY INVESTMENTS
Covington
11.2001 - 05.2003
- Processed various types of distributions including: full payouts, hardship withdrawals, loans, death benefit payouts & MRD’s.
- Work with both internal and external business partners on process improvements.
- Process all types of distributions including: full payouts, hardship withdrawals, loans, death benefit payouts & MRD’s.
- Processed on daily wire-out plans.
Work Lead - Account Maintenance Group
FIDELITY INVESTMENTS
Covington
10.1998 - 11.2001
- Responsible for data processing to ensure batches are updated in a timely manner for our customers.
- Maintain and process large volume requests via MS Excel on a daily basis.
Associate Mail & Distribution Team
FIDELITY INVESTMENTS
Covington
12.1995 - 07.1998
- Developed trend and volume tracking analysis through Access and Excel.
- Volunteered for special projects including systems testing.
- Responsible for processing all incoming mail from clients.
- Daily check deposits.
Education
Holy Cross -
High School
Latonia, KentuckyTimeline
Alumni Coordinator / Store Manager
HOLY CROSS HIGH SCHOOL
08.2015 - 06.2026
Integrated Data Management
FIDELITY INVESTMENTS
06.2010 - 06.2015
Transaction Processing – Contributions
FIDELITY INVESTMENTS
05.2003 - 06.2010
Transaction Processing – Distributions
FIDELITY INVESTMENTS
11.2001 - 05.2003
Work Lead - Account Maintenance Group
FIDELITY INVESTMENTS
10.1998 - 11.2001
Associate Mail & Distribution Team
FIDELITY INVESTMENTS
12.1995 - 07.1998
Holy Cross -
High School