Resumes
Resumes
Executive Director
View pageLocation:
26262 Verona Pl, Mission Viejo, CA 92692
Industry:
Financial Services
Work:
Fidelity Investments - Greater Boston Area since Mar 2012
Director, Retirement Guidance Products
Fidelity Investments Dec 2010 - Mar 2012
Management Consultant, Fidelity Business Consulting
Fidelity Investments Jun 2009 - Jan 2011
Senior Analyst, Operational Excellence Services
Boston College Sep 2007 - May 2009
Graduate Assistantship - Admissions Office
Fidelity Investments Jun 2008 - Aug 2008
Professional Intern
Director, Retirement Guidance Products
Fidelity Investments Dec 2010 - Mar 2012
Management Consultant, Fidelity Business Consulting
Fidelity Investments Jun 2009 - Jan 2011
Senior Analyst, Operational Excellence Services
Boston College Sep 2007 - May 2009
Graduate Assistantship - Admissions Office
Fidelity Investments Jun 2008 - Aug 2008
Professional Intern
Education:
Boston College - Wallace E. Carroll Graduate School of Management 2007 - 2009
MBA, Competitive Service Delivery Northwestern University 1999 - 2003
B.S., Journalism
MBA, Competitive Service Delivery Northwestern University 1999 - 2003
B.S., Journalism
Skills:
Management Consulting
Strategy
Product Management
Product Development
Finance
Crm
Market Research
Project Planning
Competitive Analysis
Strategic Planning
Business Strategy
Customer Relationship Management
Mergers
Writing
Event Management
Project Management
Financial Services
Agile Methodologies
Financial Planning
Client Relationship Building
Leadership
Management
Coaching
Driving Results
Digital Product Development
Presenter
Certified Financial Planner
Retirement Services
Strategy
Product Management
Product Development
Finance
Crm
Market Research
Project Planning
Competitive Analysis
Strategic Planning
Business Strategy
Customer Relationship Management
Mergers
Writing
Event Management
Project Management
Financial Services
Agile Methodologies
Financial Planning
Client Relationship Building
Leadership
Management
Coaching
Driving Results
Digital Product Development
Presenter
Certified Financial Planner
Retirement Services
Interests:
Education
Economic Empowerment
Economic Empowerment
Certifications:
Series 7
Certified Financial Planner®
Financial Industry Regulatory Authority (Finra)
Certified Financial Planner®
Financial Industry Regulatory Authority (Finra)