Andus Baker Email & Phone Number

Boston, Massachusetts, United States

Captain on the M/V Charles 1 (O.N. 935094) a 76’ LOA twin engine diesel powered vessel, the M/V Henry Longfellow (O.N. 1040105) a 64’ LOA twin engine diesel powered vessel and the Lexington (O.N. 916928) a 75’ twin engine paddle wheel powered boat. Captained private charters and public sightseeing cruises. Trained new captains. Operations on Charles River and Boston Inner Harbor. USCG 100 Ton Near Coastal Masters License with Radar Observer (Unlimited) and Assistance Towing endorsements

Camrbidge, Ma

Greater Boston Area

Manage Oversight, Investment Operations, and Technology for managed account and financial planning functions. Key decision maker in operational and technology strategy, budgeting and tactics working across multiple Fidelity companies and divisions to build consensus. Provide leadership and guidance for independent control functions including legal, compliance, risk and treasury functions to achieve business objectives without compromising firm’s risk profile or reputation. Direct oversight… Show more Manage Oversight, Investment Operations, and Technology for managed account and financial planning functions. Key decision maker in operational and technology strategy, budgeting and tactics working across multiple Fidelity companies and divisions to build consensus. Provide leadership and guidance for independent control functions including legal, compliance, risk and treasury functions to achieve business objectives without compromising firm’s risk profile or reputation. Direct oversight and due diligence for Fidelity sub-advised, separately management account (SMA) and registered investment advisor (RIA) referral business with $100B+ invested. Ensure successful management of regulatory, risk, and audit responses for highly complex regulatory structure (RIA, Broker / Dealer, & 40-act).➢ Improved cycle time 40% for sub-advised business and increased rigor for Wealth Advisory Solutions, Fidelity’s RIA-referral program while managing 3 years of record growth.➢ Implemented operational metrics and reporting via cloud-based workflow management system. Improved fee negotiation process, exited problematic legacy business, and created culture that encourages continuous improvement. ➢ Strengthened relationship with Fund Board by addressing Trustee concerns, improving transparency and helping rebuild credibility of management team. ➢ Achieved 98% employee engagement score – highest in the division. Foster culture of innovation and talent development. Sponsored highly successful CFP program and financial literacy outreach effort to provide growth and development opportunities for high performing associates.➢ Overhauled highly complex, capacity-constrained and politically charged managed account technology platform to improve reliability and resiliency, and reduce operational risk. ➢ Streamlined and rationalized data infrastructure and management to address long-standing concerns about data environment and integrity. Show less

Boston, Ma

Directed Technology, Web, Data, and Customer Service operations within largest Donor Advised Fund (DAF) and second largest public charity in the US. Developed 3-year strategic growth plan driving record setting growth and strongest financial results in organization’s 20-year history with $15M investment. ➢ Recruited by President to transform organization and establish leadership culture that empowered associates to set aggressive goals. Implemented Agile Development methodology and launched… Show more Directed Technology, Web, Data, and Customer Service operations within largest Donor Advised Fund (DAF) and second largest public charity in the US. Developed 3-year strategic growth plan driving record setting growth and strongest financial results in organization’s 20-year history with $15M investment. ➢ Recruited by President to transform organization and establish leadership culture that empowered associates to set aggressive goals. Implemented Agile Development methodology and launched offshore team.➢ Led groundbreaking transformation in online giving for non-profit sector by developing DAFDirectsm in collaboration with Charles Schwab, the American Red Cross, Save the Children, MIT, and Feeding America. ➢ Built out new advisor platform, launched mobile app and new CRM platform, and implemented smart search functionality and analytics capability. Utilized technology to create competitive advantage and employed wide array of technologies from cloud based to distributed. ➢ Instilled data-driven decision-making leveraging data assets to improve donor service, fundraising, and marketing effectiveness. Implemented practical data governance model.➢ Secured executive buy in and support from Fidelity to execute complete update of website and online capabilities, including design firm search/selection and establishment of offshore Web team. Show less

Led 70 US-based Analysts and Modelers in addition to 50 Analysts in Bangalore managing marketing measurement, customer segmentation/profiling, predictive analytics, direct mail list management, and market research with $7M budget.* Built offshore practice in India with full integration into US business. Integrated analytics with front-line distribution channels including phone, branch, Web, and mobile. Grew staff from 6 to 50 over 3 years.* Drove $10B in sales and improved direct mail… Show more Led 70 US-based Analysts and Modelers in addition to 50 Analysts in Bangalore managing marketing measurement, customer segmentation/profiling, predictive analytics, direct mail list management, and market research with $7M budget.* Built offshore practice in India with full integration into US business. Integrated analytics with front-line distribution channels including phone, branch, Web, and mobile. Grew staff from 6 to 50 over 3 years.* Drove $10B in sales and improved direct mail efficiency 50% by utilizing advanced marketing mix and direct mail analytics.* Generated $1B+ in new money flows via development of new models applying traditional marketing analytical disciplines to lead generation and other distribution channel activities.* Won $50M project approval by developing Customer Data Integration roadmap consolidating customer information housed in multiple data environments. Show less

Directed 75 team members in 4 locations managing Portfolio Advisory Services, Fidelity’s Discretionary Money Management business with $50B+ in assets. Served as COO for separate $2B Trust business. * Led turnaround of sales organization achieving 136% of plan with $15B in sales generating a 65% YoY increase. Reengineered individual and team tasks to focus organization.* Restructured $1B trust bank, created dedicated Sales/Support functions, and improved fiduciary expertise and channel… Show more Directed 75 team members in 4 locations managing Portfolio Advisory Services, Fidelity’s Discretionary Money Management business with $50B+ in assets. Served as COO for separate $2B Trust business. * Led turnaround of sales organization achieving 136% of plan with $15B in sales generating a 65% YoY increase. Reengineered individual and team tasks to focus organization.* Restructured $1B trust bank, created dedicated Sales/Support functions, and improved fiduciary expertise and channel credibility. Achieved positive net flows after 5- year drought. Show less

Managed 120 team members within Client Management organization located in 3 regional sites. Transformed operations by introducing disciplined and rigorous Coaching and Performance Management program. Established Risk/Reporting team to provide comprehensive Risk Management program. * Achieved 146% customer development goal, 121% retention goal, and 85% customer satisfaction rating.

Recruited by Division President to reverse troubling redemption rate. Secured market leadership position and grew wholesaling staff by 37%. Increased branch fund sales 41% and developed Web content to improve customer loyalty and retention.

Developed and launched mass-market version of mutual fund portfolio management service for 401(k) rollover market within 12 weeks. Established Internet infrastructure and 150 person team to meet rollover deadline. Service now accounts for 30% of business.

Expanded footprint of fledgling Trust business by developing packaged solutions for Personal Trust Services including short form trust and successor trustee programs. Launched Private Portfolio Services to provide customized after-tax management for HNW trust clients. Recognized as major product innovation by Cerulli Associates, a leading industry tracking company. Assets currently exceed $15B.

Mba, Master Of Business Administration, Marketing, Finance, & Accounting

Bachelor Of Arts, Economics, & History

Independent Study, Economics, School Of Economics