Overall accountability for managed and advisory solutions products and platforms representing $300 billion in assets across Fidelity Managed Account Exchange (FMAX), Managed Account Solutions (MAS), Fidelity Model Portfolios and Fidelity Institutional Custom SMA (Direct Indexing) for Fidelity’s intermediary client base.

Lead investment product organization with end-to-end responsibility for product innovation, strategy, development, management, and advocacy for approximately $700 billion in Fidelity managed accounts across the retail, workplace, and intermediary channels. Member of Strategic Advisers, Inc executive leadership team.Manage the wealth management/ managed accounts product team through development of the overall managed accounts investment capability roadmap, coordination of investment capability-focused design and the development of necessary investment process to bring product to market. Recent efforts focussed on ESG, Direct Indexing and Alternatives development for managed accounts.Lead the sponsorship of and accountable for delivery and overall project management of product development efforts including – investment product proposals, ensuring comprehensive research and analysis, issue resolution, board approval, operational readiness, internal training/communication, shareholder communication, implementation and media response.

Senior leader in Fidelity Investments’ internal strategy and consulting group (~75 consultants). The group’s mission is to work closely with senior Fidelity leadership teams (e.g. Fidelity management committee, Business Unit Presidents) to solve their most critical and challenging business issues. Lead for all strategic and tactical Fidelity Consulting projects across asset management business units – Equity, Fixed Income, FIAM Equity and Global Asset Allocation (GAA). Integral member of the Fidelity Consulting senior leadership team; led and managed all facets of an internal management consulting organization such as training, recruiting and performance management. Reports: 14Representative projects:* Led a focused active equity flows analysis to identify the primary drivers of Fidelity’s net flows. Identified opportunities for asset retention and growth across three dimensions - product / capabilities, promotion & distribution, and vehicle/ product structure.* Led joint product development effort to explore Fidelity’s Next-Gen QDIA offering expanding beyond TDFs leveraging participant record kept data to drive retirement savings optimization and personalized asset allocation. * Provided leadership to the Planning, Guidance and Advice effort across retirement and retail channels focused on gaining cross-enterprise alignment on Fidelity’s philosophy, strategy, and governance of planning, guidance and advice offerings

Led multiple project teams in Fidelity's internal strategy and operations consulting group. Responsibilities also included leading overall recruiting (all on-campus and experienced hiring). Representative projects:* Led cross-enterprise Forum on Retirement involving facilitated discussion on macro societal and retirement themes that generated 12 high-potential opportunities.* Developed enterprise-wide ETF business case that would enhance existing franchise, drive AUM and be accretive to financials. * Developed 3-year strategic plan for a Fidelity private equity portfolio company focused on developing compliance technology solutions for the financial services industry. Defined corporate strategic agenda and gained board alignment on strategic options to achieve ~3x revenue growth.