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@fmr.com
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David Wakefield is listed as Head of Finance and Strategy, Fund Brokerage Operations & Technology at Fidelity Investments, a with 10 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 617, and a matched LinkedIn profile for David Wakefield.
David Wakefield previously worked as Head of Finance and Strategy, Fidelity Institutional at Fidelity Investments and Head of Finance, Fidelity Clearing & Custody Solutions at Fidelity Investments. David Wakefield holds Mba, Global Management from Babson F.W. Olin Graduate School Of Business.
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AeroLeads found 1 current-domain work email signal for David Wakefield. Compare company email patterns before reaching out.
Energetic and results driven finance executive with experience across finance, treasury, and strategy. Responsible for driving financial and operational results and relied upon as strategic business partner to management teams. Experience leading transformational change through business model restructuring, scale and efficiency efforts, capital planning, and investment analysis. Proven track record in building highly engaged and motivated teams.
Listed skills include Mutual Funds, Asset Managment, Financial Services, Investments, and 30 others.
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A career timeline built from the work history available for this profile.
Boston, Ma, Us
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.
Boston, Ma, Us
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.
Boston, Ma, Us
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.
Boston, Ma, Us
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.
Boston, Ma, Us
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.
Boston, Ma, Us
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.
Boston, Ma, Us
Functional responsibilities for Corporate Analytics, Enterprise-Wide Financial Performance Management, Competitive Analysis, Strategic Planning support and ad hoc analysis as directed by senior management.
Boston, Ma, Us
Provided leadership as integral team member driving corporate treasury’s analytical abilities pertaining to financial modeling, balance sheet management, hedging, and risk management.
Boston, Ma, Us
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.
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Matt Jacobson
Colleague at Fidelity InvestmentsGreater Chicago Area, United States
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RK
Rishi Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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SM
Sam Mauro
Colleague at Fidelity InvestmentsFuquay-Varina, North Carolina, United States
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TB
Tom Brown
Colleague at Fidelity InvestmentsUnited States
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SD
Siddesha Dhananjaya
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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GK
Gautam Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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RC
Rakesh Chandupatla
Colleague at Fidelity InvestmentsIreland
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RC
Ryan Creen
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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JG
Jennifer Griffiths
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Craig Campbell
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
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Quick answers generated from the profile data available on this page.
David Wakefield works for Fidelity Investments.
David Wakefield is listed as Head of Finance and Strategy, Fund Brokerage Operations & Technology at Fidelity Investments.
AeroLeads has found 1 work email signal at @fmr.com for David Wakefield at Fidelity Investments.
AeroLeads has found 1 phone signal(s) with area code 617 for David Wakefield at Fidelity Investments.
David Wakefield is based in Boston, Massachusetts, United States while working with Fidelity Investments.
David Wakefield has worked for Fidelity Investments, Duff & Phelps Capital Partners, Llc, Vigic Services, Llc, and Morgan Stanley.
David Wakefield's colleagues at Fidelity Investments include Matt Jacobson, Rishi Kumar, Sam Mauro, Tom Brown, and Siddesha Dhananjaya.
You can use AeroLeads to view verified contact signals for David Wakefield at Fidelity Investments, including work email, phone, and LinkedIn data when available.
David Wakefield holds Mba, Global Management from Babson F.W. Olin Graduate School Of Business.
David Wakefield is listed with skills including Mutual Funds, Asset Managment, Financial Services, Investments, Wealth Management, Pensions, Asset Management, and Investment Strategies.
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