Experience

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  Bank of boston

  Jul 1987 - Jan 1996

  Business systems specialist

  Completed the Management Training Program. Provided technology consulting & development services to internal business units.

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  Fidelity investments

  Jan 1996 - Jan 2014

  Product Management responsibility for the WealthCentral Open Platform Program to integrate Fidelity’s clearing and custody platforms with select fintech partner offerings. Presently known as the Fidelity Integrations Xchange with over 200 fintech partners across the wealth management spectrum. Responsible for all facets of vendor selection & due diligence, contract negotiation, relationship management, product economics, integrations, competitive positioning, marketing, deployment, training, and support models. Built out a standard integration framework consisting of API’s, iFrame pages, inbound/outbound SSO and transmissions to support our Inbound Integration Strategy. Built overlay applications on the Salesforce AppExchange as part of our Outbound Integrations Strategy. Provided technology consulting services to top tier clients including Broker Dealers, Family Offices and Registered Investment Advisors. Presented technology best practices sessions at the T3 Conference, Salesforce Dreamforce and Fidelity regional client events. Show less Managed the Customer Relationship Management (CRM) Center of Excellence, an internal ASP & consultancy to assist Fidelity Lines of Business with their selection, adoption, and ongoing CRM needs. Responsible for 16 CRM implementations serving 16,000 users across Fidelity lines of business. Responsible for client engagement, business consulting, product planning, product development, project portfolio management, customer engagement, vendor management and ongoing production & infrastructure support. Formed a highly motivated team of 10 onshore and 18 offshore resources (FMR India). Compiled the business case and championed the migration from on-premise Siebel CRM to cloud-based Salesforce CRM. Show less

  • Director, Fidelity WealthCentral Platform

    Nov 2006 - Jan 2014

  • Director, Fidelity CRM Center of Excellence

    Nov 2004 - Nov 2006

  • Senior Product Manager, CRM Team

    Jun 2001 - Nov 2004

  • Program Manager, Telecommunications

    Jan 2000 - Jun 2001

  • Program Manager, Fidelity 2000 (Y2K) Program

    Jan 1996 - Jan 2000
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  State street global advisors

  Jan 2014 - Jul 2015

  Vice president, program management

  Program Management responsibility for a large scale CRM migration from legacy Onyx CRM to Salesforce CRM across the Intermediary and Institutional lines of business. Responsible for determining the optimal product mix from the Salesforce ecosystem to support all aspects of the marketing, selling and servicing business functions. Responsible for developing the Salesforce CRM roadmap beyond the migration. Refined the global CRM model to foster continuous innovation and ensure a laser focus on the client experience. Show less

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  Fidelity investments

  Jul 2015 - Jun 2021

  Product development and management responsibility for all Digital Managed Account offerings on the Fidelity Managed Account Xchange (FMAX) Platform. • Managed the Fidelity Automated Managed Platform (AMP), a planning-led, digital advice product co-developed with eMoney. AMP was utilized by dozens of Fidelity Institutional clients who white labeled it and made it available to their end investors.• Developed and maintained the AMP product P&L, product roadmap, management reporting, budgeting, staffing and alignment with our overall managed accounts strategy.• Managed agile development and testing teams using JIRA and Confluence to organize the product backlog & sprints.• Partnered with internal Fidelity Teams to develop the marketing & sales strategies, the economic model, the technology framework as well as the internal deployment & support models needed to support the product offerings.• Created and nurtured the Digital Advice (DA) Partner Program that allowed leading digital advice vendors to integrate their platforms with the Fidelity Institutional API suite.• Established strategic relationships with select technology vendors and asset managers. Ensured that all phases of Fidelity due diligence were completed promptly (due diligence investigations, credit risk reviews, vendor technology reviews, market data agreements and collaboration agreements).• Engaged Fidelity Institutional clients regarding managed accounts & digital advice strategies via marketing, thought-leadership, client consultation, and field engagement.• Presented at client and industry events on the state of managed accounts and shared Fidelity’s perspective on the importance of digitizing advisory practices for next generation clients. Show less Responsible for the agile delivery of new Managed Account product offerings to Fidelity’s retail clients. • Responsible for the agile delivery of 3 new Portfolio Advisor Services (PAS) wealth management product offerings: Fidelity GO robo, Index Focused PAS and Downside PAS• Provide leadership to a large, cross functional program comprised of 25+ technology teams across Fidelity’s retail, institutional and investment management organizations; manage a $15M annual discretionary technology portfolio and a $3M professional services budget• Responsible for creating a product roadmap across the retail client base with offerings like robo for younger investors to full service wealth management for established investors Show less

  • Vice President, Product Development and Strategic Partnerships

    Jul 2016 - Jun 2021

  • Director, Strategic Product Initiatives

    Jul 2015 - Jul 2016
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  Advisor360°

  Jan 2022 - now

  Program manager

  Program management, partnership development and onboarding responsibility for the Advisor360 (A360) WealthTech platform• Manage multiple initiatives, overseeing the simultaneous implementation of new products and features to enhance the A360 platform experience for Home Office Users, Advisors and End Investors.• Collaborate with clients and internal partners to align requirements, identify potential challenges, manage expectations and define success criteria.• Utilize Agile tools such as Jira, Confluence and Figma to manage business requirements, track milestones, and manage Engineering sprints.• Engage with strategic partners to extend the Managed Account, CRM, Compliance, Data Aggregation, and Mobile capabilities on the Advisor360° WealthTech platform. Manage the integration of the core A360 platform with our partner platforms.• Lead new client onboarding activities, focusing on core platform capabilities, to effectively transition Broker Dealer & RIA clients onto the Advisor360 platform. Show less