When asked on client satisfaction survey what the client was most impressed with during the Implementation Process,   Rose Waltz in her role as Implementation Project Manager at Fidelity Investments received the following written comments:

"Rose Waltz was an absolute delight to work with through the implementation process.  She was extremely helpful through-out a very difficult transition process."  Tim Welcer

"Technology platform, well documented procedures, and expert guidance from Rose Waltz."  Philip Mason.  He said the following in additional comments section:  "Excellent job.  Rose Waltz was outstanding.  Please recognize her for her efforts."  Philip Mason

"Rose Waltz, our implementation project manager was very helpful.  She communicated with me on a regular basis and did an excellent job in explaining what to expect."            Arthur Dilworth

"Rose Waltz Implementation Manager!  She was very knowledgeable.  She helped us make a very smooth transition.  She quickly responded to questions, helped with transmission of data and resolved technical questions.  Rose is a great asset to Fidelity!"           Kathleen Hummer

"Our Project Manager, Rose Waltz, was excellent.  She kept on top of everything & was always available when I called."  Louise Paradis

"I was very impressed by the fact when any representative from Fidelity told me they were going to do something and when it would be done...it was done without fail.  Great job..."   Andrew Major

"Ms. Waltz's response in all aspects of the conversion process and her timeliness in responding."  Tonya Whitworth

"Enjoyed working with Rose.  She was very helpful and courteous anytime I called.  Also, she was thorough with her instructions."  Brenda Alton

"Rose did an excellent job with our implementation.  She was very helpful and patient."  Ginger Anspaugh

"Our project manager, Rose Waltz, was great to work with.  She kept us informed during the whole conversion process and was a tremendous help when issues arose with our prior recordkeeper."  Maureen O'Hanley

"Rose Waltz showed us both personal and professional attention during the implementation process.  She was very helpful in every respect, and extremely patient!  Rose seemed sincerely interested in making the conversion process go as smoothly as possible.  I enjoyed working with her."  Marianne Pickard

"Rose is very pleasant & professional.  She explains things extremely well.   I feel we had a smooth transition and Rose was the main reason why.  She was a pleasure to work with."   Nancy Henrikson

"Rose was very knowledgeable and a pleasure to work with.  She always had the answers!  She was great to work with and made the transition much easier than we anticipated."    Suzanne Blake