Alexandra Ferguson Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

The Fidelity Center for Family Engagement (FCFE) is transforming the family-advisor partnership to span generations and foster all-of-life planning conversations. Our thought leadership, programs, tools, and resources build capabilities for connecting in a deeper, more intimate way. Our passion is to empower families to strengthen their relationships around Money→Wealth→Estate Planning.

Boston, Ma, Us

Re-orged from Solution Delivery to Planning and Advice Product• Managed the backlog for a $9 million program resulting in a roll out of eMoney Advisor Tool to all of the reps of Fidelity• Created features from product visioning for decomposition by the technology tracks• Collaborated with both technology and product teams to perform Business Acceptance Testing, Legal Review and Business Readiness activities• Supported pilot and national roll outs of the eMoney Advisor Tool

Boston, Ma, Us

Solution Delivery Business Analyst• Managed the backlog for a $60 million 3 year program resulting in a new tool for the Planning and Guidance section of Fidelity.com• Created user stories from product features with the help of process maps• Tested and demonstrated stories for product approval and consumption• Collaborated with both technology teams and product teams to complete the required stories for a production releaseSuccessfully launched Planning and Guidance Center as a pilot and again as a national tool for client and customer consumption.

Boston, Ma, Us

• Completed Agile Transformation with a pure waterfall team• Maintain Pyramis’ Client Management team’s product backlog in Rational Team Concert (RTC)• Created user stories, mock-ups and acceptance criteria for each backlog item• Performed business and systems analysis for the development team• Facilitated meetings with members of the Client Management team and other related business partners• Coordinated and participated in all agile ceremonies

Boston, Ma, Us

Leap Technology Development Program-Participated in a 6 month program that was split 2 months classroom training 4 months project work-Classroom training included: Business Requirement Gathering and Elicitation Techniques, SQL, Data Modeling, Use Cases, Test Plan Development, Business Writing, Communication Skills, Agile, and Secure Application Development-Project work included: Analysis of various types of hardware and software ie. tablets, cell phones, wireless projection devices, etc., created solution recommendation documentation for the mobile office of the future for an RIA. - Project work went on to the Tools to Technology Conference in Miami Feb 2013 for Fidelity Investments

Boston, Ma, Us

-Led meetings with the business, related their requirements to developers, facilitated/managed development through completion, the business considered the end result successful-Perform tests, analysis, and support of 27 different applications prior to installation, also tracked, documented, & resolved any issues as they developed-Collaborate with the Information Security Officer in reviewing the different roles for each application then assigned business owners to each role

Smithfield, Ri, Us

Treasurer - Chair of Ways and Means Committee • Responsible for allocating $1.5 million among the clubs and organizations at Bryant UniversityE-Portfolio Committee Representative• Advise the university’s administration of the student perspective of projects while also providing technical adviceStudent Involvement Fee Oversight Board Member• Manage with the university administration how the Student Involvement Fee should be spent on behalf of the studentsClass of 2012 Representative - Information Technology Liaison• Solved academic issues with administration • Researched organizational management software companies and created a business proposal for administrationWays and Means Committee Member

-Summer Sailing Instructor to children ages 8-17-Taught children to sail Blue Jays and Mercurys-Competed in Optimists, Blue Jays, Lasers, and 420s personally

-General office administration-Filing, data entry & communication

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Science, Information Technology