Functional Skills
Accounting
Wealth Management
Sales Strategy
Data Strategy
Project Management
Sales Enablement
Operational Efficiency
Operations Management
Regulatory Compliance
IT Asset Management
Marketing Analytics
Real Estate Investing
Communications
Sales and Operations Planning (S&OP)
Innovation Management
Software Skills
SAP CRM
Sector Experience
Business Services
Energy
Financial Services
Real Estate
Social & Public Sector
Languages
English
Experience
Fidelity Investments
Corporate Strategy & Development
Group Team Lead, Engagement
7/2023 - 10/2024
Continued work as a media spokesperson while leading multiple VPs and their teams driving towards awareness, engagement, educational, and intergenerational wealth transfer programs across multiple business units. Drive and optimize strategy and connection with our customers across the Retail and Workplace Business units for key programs including Life Events, Marketplace, Educational and Market programming. Deliver on multiple KPI's while ensuring customers, plan sponsors and prospects have access to the support they need at key phases and moments in their lives, including third party vendor program where our team delivered innovative marketing and engagement to create new customer accounts initiated to the Retail business as well as $408 million in asset flows (up from
$335 million the prior year)
$335 million the prior year)
Fidelity Investments
Corporate Strategy & Development
VP, Life Events Experience Lead
1/2019 - 6/2023
Lead digital channel strategy and execution including customer experience, data strategy, AI component integration and cross company collaboration for Life Events. Drive research, jobs to be done, consumer testing, and strategy to build out an integrated and curated end to end experience that includes financial, social, functional, tactical and emotional elements and is designed to expand what's possible with regards to how financial services serves people. Run significant coordination and partnering across multiple teams and business units to integrate personalization and artificial intelligence elements, as well as curation of experiential elements to ensure human centered design is at the core of what we deliver to market. Served over 10 million visitors and 7% of those took action via a new product, guidance interaction or appointment. Spokesperson in media interviews for podcasts, television appearances and online and magazine articles.
Fidelity Investments
Product Management / Strategy
VP, Weath Management
1/2018 - 1/2019
Conduit with leadership teams for field input on functionality, product and customer needs to ensure Salesforce and desktop capability readiness for critical business launches. Create and work backlog in collaboration with Wealth Planning and High Net Worth teams. Build relationships to put an advisor and customer centric lens on product and functionality launches across a wide range of business functions.
Fidelity Investments
Marketing
VP, Multi Channel Customer Experience
4/2016 - 12/2017
Distilled dozens of bodies of research into a concise customer persona to enable Personal Investing to understand the needs, concerns and desires of the over 55 female customer so that their voice is heard and needs are better addressed in the overall work we deliver in Personal Investing.
Coordinated with leadership team members to create a redesigned customer experience journey, macro outcomes, refreshed communication documents and ensured mapping of Sally’s thinking, feeling, doing and jobs to be done are aligned against the journey.
Partnered with our research teams, UXD and third party vendors to ensure research was thorough and truly customer centric. Drove learning agendas to optimize strategy and mapped work to be delivered against the customer journey.
Distilled dozens of bodies of research into a concise customer persona to enable Personal Investing to understand the needs, concerns and desires of the over 55 female customer so that their voice is heard and needs are bette
Coordinated with leadership team members to create a redesigned customer experience journey, macro outcomes, refreshed communication documents and ensured mapping of Sally’s thinking, feeling, doing and jobs to be done are aligned against the journey.
Partnered with our research teams, UXD and third party vendors to ensure research was thorough and truly customer centric. Drove learning agendas to optimize strategy and mapped work to be delivered against the customer journey.
Distilled dozens of bodies of research into a concise customer persona to enable Personal Investing to understand the needs, concerns and desires of the over 55 female customer so that their voice is heard and needs are bette
Fidelity Investments
Other
VP, Branch Learning Lead
7/2013 - 3/2016
• Revamped structure, content, delivery and measurement on new hire programs and post-new hire curriculum for all 190 branch locations and high net worth functions.
• Increased overall Series 7 pass rates for the branch channel by 17%.
• Partnered closely with field leadership, Planning & Guidance and operations teams to ensure alignment and coordinated execution of branch training programs across the branch channel.
• Carved a path for peer to peer collaboration among associates by partnering with LRC and technology teams to create innovative engagement programs.
• Effectively led a geographically dispersed and remote workforce
• Increased overall Series 7 pass rates for the branch channel by 17%.
• Partnered closely with field leadership, Planning & Guidance and operations teams to ensure alignment and coordinated execution of branch training programs across the branch channel.
• Carved a path for peer to peer collaboration among associates by partnering with LRC and technology teams to create innovative engagement programs.
• Effectively led a geographically dispersed and remote workforce
Fidelity Investments
Corporate Strategy & Development
VP, Sales Enablement
8/2011 - 6/2013
Provide the information, tools & technology to a broad phone & branch sales force to enable a more efficient and effective rep experience. Coordinate a team to ensure that hundreds of national programs across dozens of business teams are appropriately tailored and bundled for a few dozen roles across 170 branches and 5 phone sites.
Fidelity Investments
Sales
VP, Branch Office Manager
5/2010 - 8/2011
Led a team of 11 to develop relationships and business in the Cambridge, MA area. Was the New England market functional lead on compensation and subject matter expert on the tax exempt market for the branches in our region.
• Took initiative to shift the sales team’s focus from reactive business development to organic growth, successful event management and effective networking in the Kendall Square area
• Implemented new back office controls to ensure consistent excellence with compliance despite having the entire ops team turn over 2 times in 1 year.
• #7 of 46 Branches in peer group through my departure. Above goal performance for major KPI's
• Took initiative to shift the sales team’s focus from reactive business development to organic growth, successful event management and effective networking in the Kendall Square area
• Implemented new back office controls to ensure consistent excellence with compliance despite having the entire ops team turn over 2 times in 1 year.
• #7 of 46 Branches in peer group through my departure. Above goal performance for major KPI's
Fidelity Investments
Sales
Assistant Branch Manager
8/2007 - 5/2010
• Supervised, coached and trained teams of 8-15 representatives to ensure they are executing against their goals and peers. Had a total of 7 reps make Achiever and one made President’s Circle with 2 different teams. Effectively led teams through layoffs and sweeping changes.
• Held functional lead responsibilities that included: Created weekly market level reporting for branches and reps, variable compensation calculations and assessments for all branches and sales roles in the market. Headed Local Market Development efforts, tickets & events and successfully managed copious “CFO” responsibilities.
• Was Field Loan to national headquarters in Smithfield, RI from Dec ’10 to Mar ’10 to work on national initiatives including 2010 strategy rollout to the field, compensation plan redesign and creation of a staffing model for the branches
• Was Interim Branch Manager of the Back Bay Investor center from Apr-May ’10 after the departure of 2 managers. Successfully led the team through this t
• Held functional lead responsibilities that included: Created weekly market level reporting for branches and reps, variable compensation calculations and assessments for all branches and sales roles in the market. Headed Local Market Development efforts, tickets & events and successfully managed copious “CFO” responsibilities.
• Was Field Loan to national headquarters in Smithfield, RI from Dec ’10 to Mar ’10 to work on national initiatives including 2010 strategy rollout to the field, compensation plan redesign and creation of a staffing model for the branches
• Was Interim Branch Manager of the Back Bay Investor center from Apr-May ’10 after the departure of 2 managers. Successfully led the team through this t
Fidelity Investments
Sales
Regional Consultant
12/2005 - 8/2007
Responsible for establishing and strengthening institutional relationships, generating a community presence, driving business to the Braintree Branch and fostering a team environment.
• Active part of branch management team including business planning, coaching, hiring and strategy decisions. Was an ongoing resource for other New England RC’s and partner with them to drive results for the region and to assist with new hire onboarding.
• Was tied for #1 nationally for new 401(k) sales in my first year on the job and achieved annual goal for year two by February. Brought in 23 small market plans, 10 non-prototype plans and 23 SIMPLEs.
• Functional lead for New England RC’s in Small Business and for lead utilization. Created a contact management system that became a model for other RC’s and was able to impact lead utilization for my branch and for the region within a short period of time. Work closely with Fidelity's headquarters small business team on an ongoing basis to assess the oppo
• Active part of branch management team including business planning, coaching, hiring and strategy decisions. Was an ongoing resource for other New England RC’s and partner with them to drive results for the region and to assist with new hire onboarding.
• Was tied for #1 nationally for new 401(k) sales in my first year on the job and achieved annual goal for year two by February. Brought in 23 small market plans, 10 non-prototype plans and 23 SIMPLEs.
• Functional lead for New England RC’s in Small Business and for lead utilization. Created a contact management system that became a model for other RC’s and was able to impact lead utilization for my branch and for the region within a short period of time. Work closely with Fidelity's headquarters small business team on an ongoing basis to assess the oppo
Trillium Asset Management
Customer Service
Portfolio Administrator
6/2003 - 7/2004
Reported to Portfolio Manager and Chief Compliance Officer (CCO) at this visionary socially responsible investment firm.
• Ensured compliance with investment advisor regulations including employee disclosures and IARD form, executing firm-wide account review and updating the ADV.
• Reconciled asset management systems, cost basis, procedure audits, and quarterly reporting.
• Performed financial analyst functions including updating asset allocation models and company analysis.
● PREVIOUS WORK EXPERIENCE
• Ensured compliance with investment advisor regulations including employee disclosures and IARD form, executing firm-wide account review and updating the ADV.
• Reconciled asset management systems, cost basis, procedure audits, and quarterly reporting.
• Performed financial analyst functions including updating asset allocation models and company analysis.
● PREVIOUS WORK EXPERIENCE