VMS supports innovation and entrepreneurial activity throughout the MIT community by matching prospective entrepreneurs with skilled volunteer mentors. VMS assistance is given across a broad range of business activity, including product development, marketing, intellectual property law, finance, human resources, and founders issues. VMS services are offered without charge to MIT students, alumni, faculty and staff in the Boston area.

Strategic marketing firm focused on B2B.

• Co-built the market research function for two of the fastest-growing Fidelity institutional businesses, focused on Registered Investment Advisor (RIA) marketplace and capital markets service providers.• Led ongoing action-planning projects with senior leaders to improve the customer experience, directly showing improvements in key business results such as net flows and revenue.• Developed and managed programs to measure and identify opportunities to improve customer experience.• Developed and delivered senior-level and large group presentations to key stakeholders, providing insights and recommendations to improve their business.• Built and deployed online tool for delivery of key measures to all associates and provided direction to associates on how to improve their scores.• Conducted client consulting to help RIA’s grow their business through strategic marketing initiatives.• Developed strategy for key product and program initiatives, as well as key success measures.• Awarded the Fidelity Institutional Wealth Services Leadership Award.

• Led strategic marketing projects for profitable Active Trader segment, including key pricing changes that led to increase in market share of 8% in one year.• Developed key market research programs and served as an internal strategy consultant to business partners in Fidelity’s Retail Marketing and Product areas, focusing on the high-end brokerage segment and platform and Fidelity.com. • Worked closely with internal business partners (marketing, product development, branding, advertising, and finance) to identify areas of opportunity for current products and services or product/service gaps. • Member of leadership team that developed marketing/product/advertising strategies for one of the highest profit Retail segments.

• Led development of major public relations project regarding the financial health of baby boomers; featured on CNBC and multiple major newspapers.• Worked directly with internal and external (AARP) clients to identify strategic opportunities, design annual research plans, and manage annual budgets.• Managed all aspects of project operations: vendor coordination, survey design, data collection and processing, analysis, preparation of reports, presentations, and monitored market research analysts.