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> Accomplished executive in finance, market & customer analytics, competitive intelligence, and strategy> Excelled as CFO of Fidelity's 401k business serving small & medium size companies, and as top financial manager of Procter & Gamble's U.S. Pharmaceutical business> Created the leading market & customer analytics team in the 401k industry> Effective creating and leading highly integrated on-shore/off-shore analytical teams> Trusted and collaborative leader with excellent interpersonal and analytical skillsBoard member of Cincinnati Association for the Blind and Visually Impaired
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Vice President, Market Analytics & Competitive IntelligenceFidelity Investments 2013 - 2016Covington, KyManaged team of 27 employees in U.S. and India to uncover important trends, threats and opportunities across the U.S. 401k and workplace retirement market. Focus included competitors, financial advisors, Fidelity's client base, and all U.S. companies with 401k or similar types of retirement plans. -
Vice President, Market AnalyticsFidelity Investments 2007 - 2013Covington, KyLed new teams in the U.S. and India with a mission new to the business. Used advanced data and analytics to identify the best growth opportunities for Fidelity's B2B business. Created proprietary database on 500,000 U.S. companies providing substantial competitive advantage. Directed sales organization to the most attractive opportunities, and client service managers to clients best suited for product cross-selling, to clients at risk, and to optimal actions to strengthen the loyalty of each client. -
Vice President, FinanceFidelity Investments 1997 - 2007Covington, KyCFO of the Emerging Corporate Market business unit, the nation's leading provider of 401k plans to small and medium size companies. Responsible for strategic planning, budgeting, forecasting, reporting, analysis, pricing and accounts receivable. Managed staff of 30 for business with $410M revenue. -
Director Of Finance, Research & DevelopmentProcter & Gamble 1992 - 1996Cincinnati, OhioDirected budgeting, accounting, cost control, reporting and financial policies for Company's worldwide R&D organization with annual spending of $1.2B. -
Department Manager, U.S. Finance, Pharmaceutical DivisionProcter & Gamble 1988 - 1992Norwich, NyTop financial manager for U.S. Pharmaceutical business with annual revenue of $300M. Responsibilities included budgeting, forecasting, financial analysis, cost accounting, and reporting to parent company. Managed staff of 24.
Roger Caldwell Skills
Roger Caldwell Education Details
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Finance Concentration, Awarded Duke Scholarship And Wachovia Bank Fellowship -
Economics
Frequently Asked Questions about Roger Caldwell
What is Roger Caldwell's role at the current company?
Roger Caldwell's current role is Finance and Marketing Executive. Fidelity Investments (Retired)..
What is Roger Caldwell's email address?
Roger Caldwell's email address is ro****@****fmr.com
What is Roger Caldwell's direct phone number?
Roger Caldwell's direct phone number is +185938*****
What schools did Roger Caldwell attend?
Roger Caldwell attended Duke University - The Fuqua School Of Business, The College Of Wooster.
What skills is Roger Caldwell known for?
Roger Caldwell has skills like Strategic Planning, Financial Management, Offshore Team Leadership, Customer Analytics, Competitive Intelligence.
Not the Roger Caldwell you were looking for?
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Roger Caldwell
Denton, Tx6gmail.com, monkey.net, yahoo.com, cisco.com, apple.com, apple.com7 +194076XXXXX
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Roger Caldwell
Palos Verdes Peninsula, Ca -
Roger Caldwell
Chief Innovation Officer | Esg | Technology | Strategy | Ip | Research | Executive Leadership | ProjectsAustin, Tx -
2bellsouth.net, aol.com
3 +186537XXXXX
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