Sameer Hasan Email & Phone Number

Remote

Product owner for Digital Assets within the Next Generation product area of Fidelity Workplace Investing. Pioneered the Digital Assets Account, the first ever spot crypto designated investment alternative for employer sponsored retirement plans.

Rhode Island, United States

Provided product/operational consultative and project management services to Fidelity’s distribution, asset management and operational divisions. Began as a Director of Institutional Product Operations and later selected to be a founding member of the Global Product Solutions Custom Team, responsible for more complex product support and development..

Boston, MA

Proactively identified, assessed, mitigated and monitored operational risks to drive strategic decision making and an enhanced control environment across retail and institutional Asset Management. Oversaw both product and compliance (e.g., 38a-1, 206(4)-7) related risk assessments, control testing and remediation. Lead cross-enterprise projects, including.

Boston, MA

Hired by the Head of Institutional Risk to build and manage a new Asset Management institutional risk management program together. The build consisted of various key risk programs, such as business continuity planning, anti-money laundering, privacy, governance, Sarbanes Oxley, risk assessments, and incident escalation. Pulled into key initiatives outside.

Boston, MA

Engaged management teams across the firm to ensure that employee access to investment and customer data was appropriate, effectively designed, and conformed to applicable disclosure policies. Took initiative to learn Microsoft Access and developed query and macro reporting tools to streamline processes. Led info security initiatives as part of the the.

Boston, MA

Constructed diversified asset allocation models based on fundamental and technical research. Analyzed financial statements, ratios and other data to assist the wealth manager in security selection.

Washington D.C. Metro Area

Established a full-service event and entertainment marketing company targeting metropolitan Washington D.C., Boston, New York and Barcelona Spain. Directed the marketing and logistics of events and handled the payment of expenses including payroll, venue, security, as well as marketing and distribution costs.