Roger Caldwell

Roger Caldwell Email and Phone Number

Finance and Marketing Executive. Fidelity Investments (Retired).
Roger Caldwell's Location
Lebanon, Ohio, United States, United States
Roger Caldwell's Contact Details

Roger Caldwell personal email

n/a

Roger Caldwell phone numbers

About Roger Caldwell

> 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

Roger Caldwell's Current Company Details

Finance and Marketing Executive. Fidelity Investments (Retired).
Roger Caldwell Work Experience Details
  • Fidelity Investments
    Vice President, Market Analytics & Competitive Intelligence
    Fidelity Investments 2013 - 2016
    Covington, Ky
    Managed 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.
    View
  • Fidelity Investments
    Vice President, Market Analytics
    Fidelity Investments 2007 - 2013
    Covington, Ky
    Led 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.
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  • Fidelity Investments
    Vice President, Finance
    Fidelity Investments 1997 - 2007
    Covington, Ky
    CFO 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.
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  • Procter & Gamble
    Director Of Finance, Research & Development
    Procter & Gamble 1992 - 1996
    Cincinnati, Ohio
    Directed budgeting, accounting, cost control, reporting and financial policies for Company's worldwide R&D organization with annual spending of $1.2B.
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  • Procter & Gamble
    Department Manager, U.S. Finance, Pharmaceutical Division
    Procter & Gamble 1988 - 1992
    Norwich, Ny
    Top 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.
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Roger Caldwell Skills

Strategic Planning Financial Management Offshore Team Leadership Customer Analytics Competitive Intelligence

Roger Caldwell Education Details

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.

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