David Wolf
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David Wolf Email & Phone Number

Transformational Business Leader | Digital Innovation Expert at Fidelity Investments
Location: Greater Boston, United States, United States 13 work roles 5 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Current company
Role
Transformational Business Leader | Digital Innovation Expert
Location
Greater Boston, United States, United States
Company size

Who is David Wolf? Overview

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David Wolf is listed as Transformational Business Leader | Digital Innovation Expert at Fidelity Investments, a company with 10 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for David Wolf.

David Wolf previously worked as Chief Product Officer, Finance Platform at Fidelity Investments and Vice President, Requirements and Solution Definition at Fidelity Investments. David Wolf holds Executive Education, Machine Learning from Stanford University.

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{first}.{last}@fidelity.com
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Profile bio

About David Wolf

I am a visionary and strategic digital transformational leader with extensive expertise in bridging the gap between today’s technology and future innovations. Highly adept at solving complex large digital problems to deliver company goals. I have keen ability in diving deep to balance C-suite needs and associate-level challenges to untangle the data and system issues to foster better design and development of data solutions. I have a unique inventive lens that links technology and business objectives to navigate innovation and change for optimal performance. I am recognized as the “glue” that holds teams together toward a common vision and outcome. A few of my skills include:Visionary & Strategic Planning | Business Case Development | Business Model Innovation | Business Intelligence | Digital Transformation | Change Facilitation | Requirements & Solutions Architecture | Financial Planning | Systems & Design Thinking | Agile Methodologies | Artificial Intelligence | Stakeholder Engagement & Value | Performance Improvement | Cross-Functional Team Leadership | Coaching & Mentoring | Impact Initiatives | Influential Communications

Listed skills include Powerpoint, Microsoft Excel, Microsoft Office, Microsoft Word, and 32 others.

Current workplace

David Wolf's current company

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Fidelity Investments
Fidelity Investments
Transformational Business Leader | Digital Innovation Expert
Website
Employees
10
AeroLeads page
13 roles

David Wolf work experience

A career timeline built from the work history available for this profile.

Chief Product Officer, Finance Platform

Current

Boston, MA, US

Utilizing a $40 Million budget and global workforce (based in multiple US sites and India), lead the definition and evolution of the Financial Management Technology product(s) vision, strategy, and mission to align and prioritize with other key initiatives. Support team improvement and value delivered through prioritization, creativity, innovation.

Jan 2020 - Present

Vice President, Requirements And Solution Definition

Boston, MA, US

Charged with strategic alignment and roadmap development for Finance, Accounting, Tax and Treasury. Developed strategy to reimagine the future of managing and reporting the firm's financial performance by providing a unified enterprise data model/platform for deep analytical insights and predictions. Partnered with functional and technology groups to set.

Jan 2016 - Jan 2020

Vice President, Requirements & Business Intelligence

Boston, MA, US

Created and led a 20+ person team to develop data and reporting requirements for all financial systems and implemented business intelligence for the finance community. Team managed finance portfolio and reporting generated out of the central financial systems. Team focused on consolidating of reporting capabilities and technical architecture.

Jan 2014 - Jan 2016

Vice President, Solution Architecture

Boston, MA, US

Spearheaded solution architecture for the two largest enterprise finance programs consisting of Fidelity Costing & Profitability (FCAP) and the Data Program. Managed a $50M budget and 100-person domestic team. Partnered with the business to define requirements and worked with Technical Development to design the solution. Created an Enterprise Data.

Jan 2009 - Jan 2014

Vice President, Business Intelligence And Process Consulting Services

Boston, MA, US

Led a 12-member Finance Business Intelligence team providing internal consulting services to create an enterprise financial reporting platform. Utilized PowerBI, Tableau, Essbase and OBI to create reporting for revenue, expense, balance sheet, etc. Partnered with the CFO to focus on actuals, planning, budgeting, and other forward-looking views to create.

Jan 2007 - Jan 2009

Director

Boston, MA, US

Direct business intelligence team responsible for solving financial and accounting reporting needs of the business. Provide the finance organization with applications, technology solutions and consulting services that support outstanding business performance and maximum long-term value. Manage a team of Developers/Consultants who are responsible for all.

Jan 2001 - Jan 2007

Director

Boston, MA, US

Team lead of Essbase Development; responsible for business analysis, code development and production support for Enterprise finance consisting of approximately seven hundred end users. Built team of Essbase Developers recognized externally by Hyperion and New England user group as world class. Established Center of Excellence responsible for standards of.

Jan 2000 - Jan 2001

Senior Business Intelligence Consultant

Boston, MA, US

Member of Financial Architecture team responsible for advancing and streamlining financial reporting. Evaluated multiple OLAP vendor tools, participated in the selection and recommendation process Evaluated multiple Consulting firms and participated in the selection process Led business analysis in the formulation of necessary dimensions, hierarchies and.

Jan 1999 - Jan 2000

Project Manager Program Management Office

Boston, MA, US

Provided technical consulting and project management services for Enterprise Finance Organizations in the Business Intelligence space. Responsible for facilitating, generating, influencing and documenting business requirements for decision support systems. Supported the implementation of a company wide planning tool (Hyperion Pillar) Created OLAP databases.

Jan 1998 - Jan 1999

Financial Analyst Iv

Boston, MA, US

Delivered Enterprise Business Segment reporting to Fidelity's CFO. Information consisted of business plans, investments and performance of all of Fidelity's operating units. CFO utilized this information to present financial results to the Chairman and his direct reports. Responsible for all facets of creating and disseminating this information including.

Aug 1997 - Jan 1998

Pharmacoeconomic Research Analyst

Boston, MA, US

Hospital, Center for Imaging and Pharmaceutical Research. Member of a multidisciplinary team which aided pharmaceutical manufacturers in evaluating marketing decisions in the introduction of new diagnostic drugs. Responsible for creating mathematical models that simulate the health effects and costs of drugs throughout the development process. The models.

Jan 1996 - Aug 1997

Senior Financial Analyst

Dallas, TX, US

Precision Technologies Division - Provided financial planning, accounting and control support. Developed and maintained a cost estimate system using Excel and Access and supported new product and investment decisions. Coordinated and communicated all strategic and operational forecasts. Metallurgic Materials Division - Provided financial planning, account.

Feb 1993 - Jan 1996

Finance Development Program Participant

Dallas, TX, US

Texas Instruments Rotational training program that consisted of structured assignments aimed at quickly advancing skills. World Wide Products Division-Created database to enable external benchmark of competitors and customers. Wrote white papers on business topics including:(1)Product life cycles of products converted from military to consumer.

Oct 1991 - Jan 1993
Team & coworkers

Colleagues at Fidelity Investments

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5 education records

David Wolf education

Executive Education, Machine Learning

Stanford University

University Of Pennsylvania - Wharton - Security Industry Institute, Executive Leadership

University Of Pennsylvania

Masters Of Finance, Finance And Financial Management Services

Boston College Carroll School Of Management

Master Of Business Administration - Mba, Finance, General

Northeastern University

Bachelors Of Science, Economics

Widener University
FAQ

Frequently asked questions about David Wolf

Quick answers generated from the profile data available on this page.

What company does David Wolf work for?

David Wolf works for Fidelity Investments.

What is David Wolf's role at Fidelity Investments?

David Wolf is listed as Transformational Business Leader | Digital Innovation Expert at Fidelity Investments.

What is David Wolf's email address?

AeroLeads has found 1 work email signal at @fidelity.com for David Wolf at Fidelity Investments.

Where is David Wolf based?

David Wolf is based in Greater Boston, United States, United States while working with Fidelity Investments.

What companies has David Wolf worked for?

David Wolf has worked for Fidelity Investments, Massachusetts General Hospital, and Texas Instruments.

Who are David Wolf's colleagues at Fidelity Investments?

David Wolf's colleagues at Fidelity Investments include Victoria Liantonio, Sathish Kumar Balakrishnan, Patrick Colburn, Lynn Mclachlan, and Vardhan Patel.

How can I contact David Wolf?

You can use AeroLeads to view verified contact signals for David Wolf at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did David Wolf attend?

David Wolf holds Executive Education, Machine Learning from Stanford University.

What skills is David Wolf known for?

David Wolf is listed with skills including Powerpoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Social Media, and Social Networking.

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