Michael Blanchard Email and Phone Number
Michael Blanchard work email
- Valid
Michael Blanchard personal email
Most people are familiar with Robert Fulghum’s book, 𝘈𝘭𝘭 𝘐 𝘙𝘦𝘢𝘭𝘭𝘺 𝘕𝘦𝘦𝘥 𝘵𝘰 𝘒𝘯𝘰𝘸 𝘐 𝘓𝘦𝘢𝘳𝘯𝘦𝘥 𝘪𝘯 𝘒𝘪𝘯𝘥𝘦𝘳𝘨𝘢𝘳𝘵𝘦𝘯. I like to say that all I really need to know about leadership, I learned by age 15, and it boils down to three core beliefs. First, leaders are obligated to be present and attentive, regardless of the person, discussion, or situation. Second, leaders must make difficult decisions based on the best information available, understanding that outcomes are uncertain. Finally, leaders must empower their teams, igniting engagement, and improving outcomes. I am constantly returning to these beliefs, whether I am mentoring associates, developing strategic plans, or launching new technology. Having a solid belief system has been essential for my success in leading teams to deliver desired results. 𝗞𝗘𝗬 𝗥𝗘𝗦𝗨𝗟𝗧𝗦𝗖𝗹𝗶𝗲𝗻𝘁 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴►As VP of Client Training & Facilitation, I launched a 2-year rearchitecting of the client learning experience for Fidelity’s institutional customers, increasing the top 3 box training satisfaction scores by 28%.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴►As VP of Client Training & Facilitation, I developed a future vision and strategic roadmap to optimize technology usage, increase content use metrics, and improve client experience. ►As VP of Strategy & Planning, I collaborated across teams on the creation of annual business plans, multi-year strategic vision, KPI targets and strategic responses to achieve goals across the entire organization. 𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴►I broke barriers among Training Development & Delivery groups, leveraging them horizontally to advance training services, and improving resource allocation, raising team utilization levels to 80%+. ►As VP of Investment Operations, I co-led the relocation of our India-based operations team to Ireland, which had previously only housed a technology team. My responsibilities included interviewing and hiring 50+ new employees and overseeing infrastructure upgrades, all of which we accomplished on time and budget, with no operational errors during the transition.𝗟𝗜𝗖𝗘𝗡𝗦𝗘𝗦 & 𝗖𝗘𝗥𝗧𝗜𝗙𝗜𝗖𝗔𝗧𝗜𝗢𝗡𝗦FINRA Series 7, 24, & 63𝗔𝗥𝗘𝗔𝗦 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘Financial Services| Business Strategy| Process Improvement| Solutions Delivery| Global Marketplace| Executive Management| Team Building |Leadership | Cross-functional Teams | Technology InitiativesContact: mblanchard72@yahoo.com
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
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Vice President Client Experience Training Development & DeliveryFidelity Investments 2019 - PresentBoston, Ma, UsI was recruited to oversee Fidelity Institutional Wealth Management Services B2B training division because of my expertise in analyzing projects, identifying potential issues, formulating plans, and effecting solutions. The Training Development & Delivery group develops client training content, provides technology, and directly trains clients on Fidelity’s proprietary virtual wealth and investment management platform. My role focuses on implementing changes to improve content, training delivery, and learning technology, with the goal of optimizing the client experience.𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Reoriented client training from in-person to 100% virtual because of COVID restrictions. ★ Deepened client connections with introduction of personalized training assignments, scenario simulations, and shifting group engagement, leading to clients reporting preparedness scores of 96% following training.★ Hosted 35K client attendees over 2500 learning sessions in 2022. ★ Developed future vision and strategic roadmap to optimize technology usage, increase content use metrics, and improve client experience. ★ Established KPIs to measure resource utilization, gauge client training efficacy, and improve business outcomes.★ Recorded top 3 most hours in organization as a volunteer enterprise coach, with 94% of associates I coached responding that they implemented my advice and recommended my coaching.
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Vice President Strategy & PlanningFidelity Investments 2015 - 2019Boston, Ma, UsI pivoted to a strategy role in the customer-facing division of Fidelity Institutional Wealth Management Services, operating as chief of staff and reporting to the Executive VP for Client Experience in a newly created position. I collaborated on the creation of annual business plans, the multi-year strategic vision, and key performance indicators for the organization. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Partnered with leadership to craft vision for Client Experience team’s digitization strategy, transforming customer experience, and increasing operational efficiency.★ Created and rallied consensus on adoption of key operating principles for leadership team, unifying team during transitional time, and this initiative was later adopted for management across organization. ★ Established communications strategy for presentation and discussion of key operating principles to measure progress towards achievement of goals and make adjustments if needed.★ Co-led the Workforce of the Future team, which identified needed skills for a changing operating environment, developed a roadmap, and identified impediments and aids to progress.★ Drove the business team project to improve control environment and operations by implementing associate training, tools to mitigate fraud, supporting call capture, analyzing service inquiries, and client authentication. ★ Collaborated with Executive VP for Client Experience and HR to implement organizational redesign project, improving functional alignment of positions, increasing collaboration, and re-centering goal of customer experience satisfaction.
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Vice President - Investment OperationsFidelity Investments 2009 - 2015Boston, Ma, UsI led the Fund of Funds organization and directed delivery of Cash Management Services, including cash availability reporting and oversight, lines of credit, and interfund lending for the Fidelity Group of Funds. I continued to lead these groups after being selected to stabilize the Global Corporate Actions team, providing supervisory responsibility for all three departments. I managed 6-11 VP and senior director level direct reports and up to 130 associates over my tenure in this position. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Tapped to take over implementation of technology project that was more than 1 year behind schedule and $3M+ over budget. The implementation was completed on time, on budget, and without business disruption.★ Retooled staffing for Transfer Agency Services group, reducing headcount by 20%, while maintaining workflow.★ Supported Asset Management team’s long term global expansion goals, deploying automation tools that facilitated investment in offshore currencies. ★ Championed $3M initiative to retire obsolete technology and expand automation.★ Led renewal of committed credit facility for 5 years, delivering the largest and lowest priced funds credit facility among comparable asset managers. ★ Posted 99.9% process quality for Cash, Global Corporate Actions, and Fund of Funds functions in 2014-15.
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Vice President - Business TransformationFidelity Investments 2008 - 2009Boston, Ma, UsI was selected by executive management to join team tasked with making operational and managerial change recommendations to the organization.𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ Analyzed operating model to support global expansion of organization, making suggestions for strategic growth. ★ Collaborated on strategies to reduce errors in on-boarding and improve client satisfaction.
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Vice President - Program Management, Blue Sky OperationsFidelity Investments 2007 - 2008Boston, Ma, UsI gained regulatory oversight experience in this position, in which I supervised blue sky regulatory compliance for Group of Funds. 𝗦𝗘𝗟𝗘𝗖𝗧 𝗥𝗘𝗦𝗨𝗟𝗧𝗦★ I coordinated with external vendor for maintenance of 24,000 state permits. ★ I oversaw $1M+ project replacing blue sky management and sales reporting system on time and budget.
Michael Blanchard Skills
Michael Blanchard Education Details
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Framingham State UniversityFinance Concentration -
Wharton Executive EducationSecurities Industry Institute: Sifma | Wharton Business School Executive Leadership Program
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William James CollegeExecutive Coaching
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Fidelity Investments - Global Leadership Talent ProgramSelected As 1 Of 30 Global Candidates To Participate In Immersive Executive Co-Hort.
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Center For Creative LeadershipExecutive Leadership Development Program
Frequently Asked Questions about Michael Blanchard
What company does Michael Blanchard work for?
Michael Blanchard works for Fidelity Investments
What is Michael Blanchard's role at the current company?
Michael Blanchard's current role is Vice President Investment Operations ◆ Results oriented leader with 25+ years’ experience in financial services industry specializing in mapping strategic goals and improving business operations..
What is Michael Blanchard's email address?
Michael Blanchard's email address is mi****@****ity.com
What schools did Michael Blanchard attend?
Michael Blanchard attended Framingham State University, Wharton Executive Education, William James College, Fidelity Investments - Global Leadership Talent Program, Center For Creative Leadership.
What skills is Michael Blanchard known for?
Michael Blanchard has skills like Client Relations, Client Services, Vendor Relationship Management, Financial Services, Global Cash Management, Program Management, Collaborative Leadership, Investments And Mutual Funds, Risk Management, Communication Skills, Process Improvement, Project Management.
Who are Michael Blanchard's colleagues?
Michael Blanchard's colleagues are Angelina Dicarlo, Cass Brannen, Jeff Bonafe, Cima, Deirdre Cunningham, Denise James, Paul Marxuach, Saly Varghese.
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