Michael Frabetti

Experience

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  Pioneer Mutual Funds

  Jan 1987 - Jan 1989

  Phone Representative

  Handled daily incoming phone volume for mutual fund processing; quotes, new account set-up and account maintenance.

• 

  MBTA

  Jan 1989 - Jan 1991

  Treasury Accountant

  Basic accounting efforts, inventory, and reconciliations.

• 

  Business Interiors

  Jan 1991 - Oct 1993

  Sales - Contract Office Interiors

  Sales of contract office furniture for Steel case Stow Davis as well as budget and clearance furniture. Efforts included “cold calling”, inventories, and reconciliation.

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  Fidelity Investments

  Feb 1993 - May 2020

  Working in numerous Fidelity business units to manage program and initiatives to meet Workplace and Investments goals. Examples of these efforts recently are a current collaboration with Fidelity International Workplace Investing (FIL) to assist with operational activities to integrate a Quality Management System to current operations model. These efforts include business planning, collaborating on solutions, coordinate resources, Key FIL client support, and managing execution. Manage a team of Directors working in Fidelity Defined Contribution (401K) Volume Submitter Implementation unit to support the implementation for Advisor, Emerging, and Mid Market to Fidelity’s platform. Efforts include understanding client’s Volume Submitter documents, sales calls, and product and service integration to meet new Market Demand. Managed a team of Project Managers working in Fidelity Defined Contribution Large Market Implementation unit to support the implementation and de-conversions of 401K plans to and from Fidelity’s platform. Efforts include understanding client’s documents from custom to volume submitter, sales calls, and product interpretation. Managed and complied unit level strategies for variety of financial operations teams which include operations for the production of DB, DC, HRP payments, withholding a tax remittance/reconciliation to omnibus trading/pricing, money movement, proxies, business qualification, and financial communications. Managed teams termed “segment services” which were a support operation for Defined Contribution operations including database updates, fiche and archiving efforts, and account maintenance operations. Worked in Personal Investments retail operations which included efforts from account maintenance, new account set-up and account verification. Supported and helped move the operation from Boston to Covington, KY as part of our company site strategy.

  • Vice President Program Management

    May 2018 - May 2020

  • Vice President

    Aug 2013 - Sept 2018

  • Vice President

    Feb 2011 - Jun 2018

  • Manager to Director to Vice President

    Oct 1998 - Feb 2011

  • Manager

    Jun 1995 - Oct 1998

  • Associate to Work Lead to Manager

    Feb 1993 - Jun 1995
• 

  Fidelity International

  May 2020 - Jun 2022

  Head of WI Client Experience and CI

  Driven by the Fidelity leadership principle of being client obsessed, and informed by the Voice of the Customer, my role is to lead, drive, and collaborate with our global businesses to deliver Continuous Improvements (CI) in a risk-controlled manner.