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Casey S. Email & Phone Number

Senior Manager, Managed Account Investment Solutions at Fidelity Investments
Location: Greater Boston, United States 7 work roles 2 schools
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Current company
Fidelity Investments
Role
Senior Manager, Managed Account Investment Solutions
Location
Greater Boston, United States
Company size
83148 employees

Who is Casey S.? Overview

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Quick answer

Casey S. is listed as Senior Manager, Managed Account Investment Solutions at Fidelity Investments, a with 83148 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Casey S..

Casey S. previously worked as Senior Product Strategy Associate at Polen Capital and Associate Product Manager at Parametric. Casey S. holds Bachelor Of Arts - Ba, Mathematics And Sociology from Bates College.

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Fidelity Investments

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Profile bio

About Casey S.

Casey S. is a Senior Manager, Managed Account Investment Solutions at Fidelity Investments.

Current workplace

Casey S.'s current company

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Fidelity Investments
Fidelity Investments
Senior Manager, Managed Account Investment Solutions
Boston, MA, US
Website
fidelity.com
Employees
83148
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7 roles

Casey S. work experience

A career timeline built from the work history available for this profile.

Associate Product Manager

Parametric

Seattle, Washington, Us

Associate Product Manager for the Liquid Alternatives and Overlay product suites.

Associate Onboarding

Parametric

Seattle, Washington, Us

Jul 2020 - Nov 2021

Teaching Assistant

Bates College Math And Statistics Workshop

Tutored Bates students in calculus coursework, homework, and exam preparation.

Jan 2019 - May 2020

Venture Capital Intern

Gunderson Dettmer

Redwood City, California, Us

• Collaborated with the Director of Investments to manage a portfolio of venture capital investments • Researched and analyzed investment opportunities, revalued outstanding investments, contributed to a quarterly investor letter, and modeled the firm’s investment history • Participated in discussions with the investment committee, quarterly update calls from companies and funds, and Microsoft Excel training

May 2019 - Aug 2019

Summer Intern

Point72

Stamford, Connecticut, Us

• Designed Excel abstracts for commercial real estate leases, and categorized key expenses, operations, and terms for the team to reference• Enhanced departmental Excel spreadsheets to capture relevant employee amenity usage data• Created PowerPoint presentations linking data to show trends in parking, cafeterias, and gym usage• Participated in one-on-one meetings with senior management to learn about the responsibilities of different areas at Point72, including the Front Office, Operations, Financial Planning and Analysis, Treasury, and Procurement

Jun 2018 - Aug 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

CP Cindy Pauly Cindy Pauly Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States View → MG Meghan Gavrilles Meghan Gavrilles Colleague at Fidelity InvestmentsGreater Boston, United States View → JB Jania Bonds Jania Bonds Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → LO Lisa O'Riley Lisa O'Riley Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States View → AK Andrew Kenkel Andrew Kenkel Colleague at Fidelity InvestmentsGreater Tampa Bay Area, United States View → MB Maia Beingessner-Chavez Maia Beingessner-Chavez Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States View → CR Chandan R Chandan R Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → JF Jeffrey Farrar Jeffrey Farrar Colleague at Fidelity InvestmentsFort Worth, Texas, United States View → CA Curran Adelman Curran Adelman Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States View → JP Jessica Paul Jessica Paul Colleague at Fidelity InvestmentsAlbuquerque-Santa Fe Metropolitan Area, United States View →
2 education records

Casey S. education

Bachelor Of Arts - Ba, Mathematics And Sociology

Bates College

Education record

Dis - Study Abroad
FAQ

Frequently asked questions about Casey S.

Quick answers generated from the profile data available on this page.

What company does Casey S. work for?

Casey S. works for Fidelity Investments.

What is Casey S.'s role at Fidelity Investments?

Casey S. is listed as Senior Manager, Managed Account Investment Solutions at Fidelity Investments.

Where is Casey S. based?

Casey S. is based in Greater Boston, United States while working with Fidelity Investments.

What companies has Casey S. worked for?

Casey S. has worked for Fidelity Investments, Polen Capital, Parametric, Bates College Math And Statistics Workshop, and Gunderson Dettmer.

Who are Casey S.'s colleagues at Fidelity Investments?

Casey S.'s colleagues at Fidelity Investments include Cindy Pauly, Meghan Gavrilles, Jania Bonds, Lisa O'Riley, and Andrew Kenkel.

How can I contact Casey S.?

You can use AeroLeads to view verified contact signals for Casey S. at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Casey S. attend?

Casey S. holds Bachelor Of Arts - Ba, Mathematics And Sociology from Bates College.

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