CFO with multi-line business accountability for financial strategy, FP&A, and controls for brokerage technology and operations platforms serving Fidelity's institutional and retail business; Fund and Investment Operations; and the Clearing and Custody divisions.

CFO for Fidelity Institutional which offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Under the umbrella of Fidelity Institutional are the RIA Custody, Correspondent Clearing, Capital Markets, Intermediary Wholesale Distribution, and Family Office businesses.

Management team member directly responsible for all aspects of financial management related to Fidelity’s Clearing & Custody business which provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families.

Senior member of the office of the Chief Financial Officer (CFO) directly responsible for:Strategy, Planning and Business Development encompassing support for senior executives within Asset Management, including strategy development, planning and execution, market, customer and competitor assessment, financial modeling, scenario planning, initiative development, and implementation planning and oversight;Business Performance Management including designing and maintaining an efficient operating model for Asset Management, establishing and managing effective governance and decision-making processes, management reporting and decision-support activities; andAsset Management Central Finance comprising of financial reporting and analysis at the Asset Management level, coordination and centralization of Asset Management’s separate business unit P&Ls, including centralized financial planning, budgeting, reporting and coordination with the greater Fidelity finance organization.

Senior member within FMR LLC Corporate Finance; the diversified financial holding company of Fidelity Investments.Accountable to the CFO. Led team with functional responsibilities for financial planning and analysis; performance management; competitive analysis; and ad hoc analysis as directed by executive management. Provided executive management, Executive Committee and Board with ongoing analysis of operating results and key business drivers to support critical business analyses and decision making.

Responsible for Cash Flow Management, Balance Sheet Management, Stakeholder Relations, and execution of financings. Accountable for performing numerous special projects around the capital markets and associated products, risk management, corporate finance tools and capital structure at both the Corporate and Business Unit levels. Led projects, in partnership with all functional areas of Treasury, Corporate Accounting, Tax, FP&A, and Audit and Senior Management related to debt portfolio, bank credit facilities, investment portfolio, hedging program, and net interest expense.

Functional responsibilities for Corporate Analytics, Enterprise-Wide Financial Performance Management, Competitive Analysis, Strategic Planning support and ad hoc analysis as directed by senior management.

Provided leadership as integral team member driving corporate treasury’s analytical abilities pertaining to financial modeling, balance sheet management, hedging, and risk management.

Graduate of Fidelity's Financial Leadership Program, a 2-year corporate finance rotational development program.

Provided transaction leadership for merger advisory and capital raising services to numerous middle market clients.

Assessed investment proposals and executed leveraged buyout and growth equity investments with intellectual capital-based advantage. Conducted due diligence and structured transactions with legal counsel for health care, technology, and car rental industries. Prepared investment memorandums, identified acquisition prospects, sourced and interviewed key management team members for equity investments ranging from $15 million to $200 million.

Foreign Exchange Corporate Sales Support & Risk Management.