Carmel Kennedy

Experience

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  Fidelity Investments

  Jan 1989 - Jan 1990

  Accountant

  Finishing my Bachelor of Science in Accounting with Bryant University, I grabbed my first position with Fidelity within their properties division. There I internally billed-out Fidelity’s space expenses among their different companies.

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  Fidelity Investments

  Jan 1992 - Jan 2004

  My last position with Fidelity saw me helming new business development for $1M+ in institutional sales. Included in my scope was answering high-value RFPs. I organized critical prospect meetings and then expertly navigated the discussions through key selling points and hurdles. Transitioning clients from sales to implementation, I collaborated with internal partners to meet all client requirements and overcome any challenges.ACCOMPLISHMENTS OF NOTE⤞Managed new-business team that supported sales team critical to bringing in unprecedented revenue of $27M. ⤞Worked directly with salesperson to capture $5M and $3M prospect.⤞Created internal sales guide that promoted product offerings highlighting features, selling points, subject matter contact information, and available marketing materials.⤞Collaborated with relationship managers to retain at-risk clients.⤞Worked across organization and functions to identify solutions that would support new business.⤞Prioritized product deployment, championing requirements that energized new business opportunities. Show less

  • Director, New Business Development

    Jan 1998 - Jan 2004

  • Business Development & Relationship Management Trainee

    Jan 1997 - Jan 1998

  • Database & Profitability Analyst

    Jan 1994 - Jan 1997

  • Senior Accountant

    Jan 1992 - Jan 1994
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  Various Companies & Community Organizations

  Jan 2007 - May 2021

  Business Development Consultant

  Building business at Fidelity had been a thrilling ride, but nothing could compare with building my family. Though I took a professional hiatus to care for my growing family, I never strayed from my first passion. I soon jumped back into business building, striving to inspire those around me.I advised and consulted within the professional arena and launched professional development initiatives, fundraised, strengthened community ties and business relationships, and even founded and led a PTO within my community sphere.COMPANIES I CONSULTED TO included Brown Brothers Harriman and clients of CS Consulting. COMMUNITY ORGANIZATIONS included Westwood Public Schools, Westwood Early Childhood Council, Westwood Young Women’s Club, Girl Scouts of Eastern MA, Westwood Special Education Advisory Committee & Westwood Disabilities Awareness Program.ACCOMPLISHMENTS OF NOTECS CONSULTING⤞Launched business plans to capture strategic opportunities and pinpoint avenues for future growth. ⤞Identified cost savings and revenue opportunities, recommending plans of action. ⤞Streamlined processes and developed financial reporting.BROWN BROTHERS HARRIMAN⤞Advised on reporting strategy and technology deployment. ⤞Participated in steering committee, highlighting concerns and considerations. ⤞Created roadmap for strategic reporting solutions, presenting recommendations to senior management.COMMUNITY OF WESTWOOD⤞Networked Westwood alumni with professional development initiatives.⤞Established strategic partnerships between organizations.⤞Organized and facilitated annual fundraisers.⤞Designed website and created social media content to revive dormant organization.⤞Presented technology lectures to diverse audiences (see presentations below). Show less

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  DANIEL J. GALLI & ASSOCIATES

  May 2021 - Jul 2022

  Associate Financial Planner

  Worked on over 25 financial plans. Leveraged eMoney to input data and run scenarios. Worked with clients to verify data and objectives. Drafted financial plans for Director of Financial Planning. Summarized 2021 FPA Externship: Over 40 advisors that provided resources and insights on meeting agendas, pricing, leads, process, and industry technology. Created and managed financial plan status reporting. Participated in monthly newsletter brainstorming. Converted contact management system from EPIX SmartOffice to Redtail. Introduced Holistiplan tax planning technology. Troubleshoot tech issues. Attended T3 Conference, May 2022. Provided technology recommendations to management. Show less

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  Financial Planning Association (FPA)

  Jun 2021 - Aug 2021

  FPA Externship

  Intensive 8-week program that provided exposure to over 40 different financial advisors and the leading technology in financial planning. Gained understanding on client meeting structure, goals, pricing, and communication. Followed specific clients from initial meeting to financial planning presentation. Constructed an investment management portfolio using Morningstar Advisor workstation and received comprehensive training on eMoney Advisor software. Gained in-depth knowledge in college financing, modeled estate plans and retirement scenarios. Analyzed insurance policies and evaluated tax implications of various decisions. Show less

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  Fidelity Investments

  Aug 2022 - now

  • Director, Relationship Manager

    Jan 2024 - now

  • Workplace Planning Associate

    Aug 2022 - Dec 2023