• Led implementation of product differentiators, directly resulting in 50 new client wins and an increase in third party assets under supervision by $50B+.• Re-negotiated fees with asset managers on the platform, creating $2.5M in incremental annual run rate revenue• Successfully built and lead team to perform client system integrations, manage relationships with asset managers on platform, integrate with technology partners and create automated management reporting for asset and revenue tracking• Manage technology partnerships to expand platform value for clients • Launched new platform feature to provide thought leadership from a diverse set of content providers

• Led team of channelized product specialists, business analysts and product managers• Successfully performed digital product demos and follow up to win significant client opportunities of more than $4B in platform assets • Created business requirements for product enhancements and worked closely with Engineering to see through to implementation• Implemented new features that increased competitive offering, new client wins and significant asset growth• Completed legal and commercial negotiations to onboard six new asset managers to the platform• Created marketing materials, client communications and sales training to support core product offering and feature enhancements

• Created and drove project to achieve successful national roll out of cross-company referral program to help grow and retain Fidelity’s market share of high-net-worth households• Formalized program for Fidelity representatives and independent advisors to build relationships and increase referral flows. • Developed representative recognition program

• Led communications team • Successfully created client and associate communication strategies for products and services targeted to Registered Investment Advisor (RIA) clients• Led all aspects of quarterly flagship newsletter, achieving higher-than-industry-average open and click-through rates • Successfully completed company initiative to improve client satisfaction of new account applications and legal agreements• Managed marketing of Fidelity and third-party fund marketing materials for RIA distribution channel

• Created and managed the development of marketing resources, including brochures, online communications and presentations• Effectively managed weekly client communication to 3,000 RIA and Third Party Administrator clients from content development through distribution• Developed associate repository of client communications

• Top performer award recipient for exceeding several semi-annual targets• Proactively initiated project that increased client satisfaction of consolidated statements and daily trade notifications• Created award that resulted in improved morale of previously disjointed team

• Successfully developed, managed and retained business of two of Fidelity’s largest Institutional Brokerage clients. • Assisted in the development of new associates• Escalated client needs to senior management and business partners• Retained tens of millions of dollars in the institutional business by developing relationship with retail legal transfer area

• Two-time Star Performer Award winner for exceeding sales and service goals• Performed advanced trading, full account service, and problem resolution for high-net-worth clients• Explored investment needs and presented appropriate products and services, including consultative selling of Fidelity mutual funds• Created new approach to new hire quality training program• Coordinated and participated in coaching sessions with new representatives• Monitored representative/customer conversations and provided feedback to improve manager coaching tools

• Successfully resolved complex customer account issues, performed account maintenance assisted customers in placing trades over electronic channels