Chris Kenney Email & Phone Number

United States

Boston, Ma, Us

Product owner of the Executive Services ("ES") live channel distribution group, leading a team of home office resources to drive the success of a 250 client-facing associate organization.Key responsibilities include:- Building strategic vision for ES by creating operating plan and collaborating across BUs to drive execution of high impact initiatives- Defining key activities for team members and providing feedback on output- Overseeing the development, monitoring, and achievement of KPIs- Using data to translate business results into actionable insights and stories- Developing and monitoring associate headcount strategy- Creating field client segmentation strategy

Boston, Ma, Us

Oversaw several business strategies, activities and initiatives within Personal Investing's (PI) Wealth Management group for the Private Wealth Management, Wealth Management, Executive Services, and Stock Plan Services offerings. This required collaboration with leaders across all Fidelity BUs to develop the strategy and activities to move the Wealth Management business forward. Key responsibilities include• Facilitating the multi-year strategic, operational, and organizational discussions and decision making forums• Driving the continued strategy and business model development and evolution• Coordinating across distribution and BU groups to drive connectivity across the business• Strategic analysis around business and individual associate performance• Identifying process improvement to increase consistency of execution across the organization• Managing multiple concurrent projects and stakeholders to ensure timely delivery of work• Utilizing both oral and written communication skills to frame issues, describe work completed, and facilitate senior management decision making

Boston, Ma, Us

Fidelity Consulting is a 85-person internal corporate strategy consulting unit serving senior leadership to solve critical business issues with a focus on strategy development and operational improvement. My role was focused on working with Fidelity clients to deliver actionable insights, analysis, and results on project engagements. Projects include:• Scenario planning and developing the strategic responses to identified scenarios• Projecting new retail advice offering adoption over the next 10 years and analyzing implications to business (e.g., revenue, capacity, etc.)• Collaborating with senior leadership to develop a firmwide pupose statement• Staffing analysis and organizational restructuring of retail branches• Identification and implementation of processes for robotic process automation (RPA) and overseeing of the change management process

Boston, Ma, Us

Summer internship for rotational program aimed at addressing key strategic business issues facing the company by working with numerous functions across the business.Project included:· Created and rolled out a pilot aimed at improving the quality of call-center survey responses and results· Recommended and received approval for a technological call center tracking and metrics solution

Gb

Served as the day-to-day on-site leader of a team of associates focused on completing audits and reviews of financial reporting of insurance clients primarily located in the NortheastPrimary duties include:· Financial statement and internal control audits· Coach and direct teams of associates· Manage day-to-day relationship with clients· Creation and maintenance of project budgets· Business and performance reporting· Compliance reviews· Coordination and collaboration with non-audit PwC personnel (e.g., tax, actuarial, etc.)Specific projects include:· Credit-worthiness assessment of a client for a proposed $300M debt offering· Internal analysis and review of audits completed by other PwC teams· Creation of Boston-office program aimed at improving associate pass rates of CPA Exam

Gb

Executed financial statement and internal control audits and compliance reviews for insurance clients primarily located in the Northeast regionPrimary duties include:· Developing relationships with key client contacts· Performing analysis on key financial statement accounts· Identifying and coordinating work to be performed offshore team· Developing analytical models to determine the appropriateness of the extent of testingSpecific projects include:· Execution of senior associate duties for the full year prior to promotion· Collaboration with a newly acquired UK affiliate to address audit testing issues· Selection and participation in office council aimed at addressing Boston management's key internal initiatives

Master Of Business Administration (M.B.A.), Strategy, General Management

Bachelor Of Science (B.S.), Accounting, Finance, Hispanic Studies

Education record