Stephanie Dalwin
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Stephanie Dalwin Email & Phone Number

Senior Manager, FI Strategy and Planning at Fidelity Investments
Location: Boston, Massachusetts, United States 11 work roles 3 schools
1 work email found @aite-novarica.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@aite-novarica.com
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Current company
Fidelity Investments
Role
Senior Manager, FI Strategy and Planning
Location
Boston, Massachusetts, United States
Company size
83148 employees

Who is Stephanie Dalwin? Overview

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Quick answer

Stephanie Dalwin is listed as Senior Manager, FI Strategy and Planning at Fidelity Investments, a company with 83148 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at aite-novarica.com and a matched LinkedIn profile for Stephanie Dalwin.

Stephanie Dalwin previously worked as Senior Intelligence Analyst - Emerging Tech at Cb Insights and Advisor, Cybersecurity at Datos Insights. Stephanie Dalwin holds Master Of Arts (M.A.), Iberian And Latin American Cultures, 4.0 from Stanford University.

Company email context

Email format at Fidelity Investments

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{first_initial}{last}@aite-novarica.com
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AeroLeads found 1 current-domain work email signal for Stephanie Dalwin. Compare company email patterns before reaching out.

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Profile bio

About Stephanie Dalwin

Stephanie Dalwin is a Senior Manager, FI Strategy and Planning at Fidelity Investments. She possess expertise in public speaking, social media, microsoft excel, research, data analysis and 6 more skills. She is proficient in Vietnamese, Hebrew, Portuguese, Spanish and Italian. Colleagues describe her as "From my very first day at Novarica (now Datos Insights), it was clear that Steph is a rockstar employee. In the 6+ years that we have worked together, Steph has maintained a positive, hard-working attitude, no matter the challenge. Her resourceful nature and inquisitive mind helped her spearhead the development of our organization's insuretech vertical. She is an incredible writer, editor, researcher, and presenter, but more than that, she is an incredible teammate who never hesitates to help with a heavy workload or offer mentorship when someone encounters a stumbling block. Steph has been an invaluable coworker and friend to me, and anyone would be lucky to have her as part of their organization."

Listed skills include Public Speaking, Social Media, Microsoft Excel, Research, and 7 others.

Current workplace

Stephanie Dalwin's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Senior Manager, FI Strategy and Planning
Boston, MA, US
Website
fidelity.com
Employees
83148
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Company profile
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11 roles

Stephanie Dalwin work experience

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

Senior Intelligence Analyst - Emerging Tech

Current
Cb Insights

Boston, Massachusetts, United States

Jun 2024 - Present

Advisor , Insurance

Datos Insights

Boston, Massachusetts, United States

I manage relationships with over 300 InsureTech startups, led research in emerging technology areas like AI and RPA, and supported strategy consulting engagements like go-to-market assessments. Datos Insights is the leading advisory firm focused on helping executives from banks, insurers, payments providers, securities firms and their respective technology.

Jul 2021 - Oct 2023

Research Manager

Novarica

Greater Boston Area

Jan 2020 - Jul 2021

Lead Research Associate

Novarica

Boston, MA

Apr 2018 - Jan 2020

Senior Research Associate

Novarica

Boston, MA

Jul 2017 - Mar 2018

Research Associate

Novarica

Boston, MA

Novarica provides technology strategy research, advisory services, and consulting to more than 90 property/casualty and life/annuity insurers. Its knowledgebase covers trends, benchmarks, best practices, case studies, and vendor solutions. Leveraging the expertise of its senior team and of nearly 400 CIO Research Council members, Novarica provides clients.

Nov 2015 - Jun 2017

Business Functional Coordinator

United Way Of Central Maryland

Baltimore, MD

In addition to responsibilities in data coordination that I maintained, I took on an additional role supporting United Way's Development team. I ensured the smooth functioning of the team across a broad range of tasks. Through data analysis and running reports, I kept team members updated on the status of key campaigns. I additionally acted as the team's.

Feb 2014 - Aug 2014

Data Intake Coordinator

United Way Of Central Maryland

Baltimore, Mayland

My responsibilities included aiding in the coordination of electronic pledging campaigns, assisting in the development of web content using HTML, and data mining for information pertinent to fundraising campaigns.

Sep 2013 - Aug 2014

Student Caller

Ruffalocody

Johns Hopkins University, 3003 North Charles Street

I was responsible for soliciting and processing charitable donations, building rapport with JHU alumni and informing them of upcoming events and changes on campus, and updating alumni information in our database.

Jun 2013 - Aug 2013
Team & coworkers

Colleagues at Fidelity Investments

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

DF Dalyn Frigaard Dalyn Frigaard Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States View → RG Ravali G Ravali G Colleague at Fidelity Investments Mckinney, Texas, United States, United States View → KM Krishna M Krishna M Colleague at Fidelity Investments Frisco, Texas, United States, United States View → FL Frank Leonard Frank Leonard Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States View → ZY Zweibach, Yosef Zweibach, Yosef Colleague at Fidelity Investments Brookline, Massachusetts, United States, United States View → JB Jack Benenson Jack Benenson Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → BB Brian Bolger Brian Bolger Colleague at Fidelity Investments Austin, Texas Metropolitan Area, United States View → AP Alexander Peterson Alexander Peterson Colleague at Fidelity Investments Mount Pleasant, South Carolina, United States, United States View → RP Robert Penrod Robert Penrod Colleague at Fidelity Investments Payson, Utah, United States, United States View → SS Somaiah Suhas Somaiah Suhas Colleague at Fidelity Investments Bengaluru, Karnataka, India, India View →
3 education records

Stephanie Dalwin education

Bachelor Of Arts (B.A.), International Studies

The Johns Hopkins University

Activities and Societies: Sigma Delta Pi, Pi Beta Phi, JHU Italian Club, Hopkins Farmhands, JHU Vietnamese Students Association

Bachelor Of Arts (B.A.), Romance Languages, Literatures, And Linguistics

The Johns Hopkins University

Activities and Societies: Sigma Delta Pi4 years of study in Spanish, 4 years of study in Italian, 3 years of study in Hebrew. Native-level.

FAQ

Frequently asked questions about Stephanie Dalwin

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

What company does Stephanie Dalwin work for?

Stephanie Dalwin works for Fidelity Investments.

What is Stephanie Dalwin's role at Fidelity Investments?

Stephanie Dalwin is listed as Senior Manager, FI Strategy and Planning at Fidelity Investments.

What is Stephanie Dalwin's email address?

AeroLeads has found 1 work email signal at @aite-novarica.com for Stephanie Dalwin at Fidelity Investments.

Where is Stephanie Dalwin based?

Stephanie Dalwin is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Stephanie Dalwin worked for?

Stephanie Dalwin has worked for Fidelity Investments, Cb Insights, Datos Insights, Novarica, and United Way Of Central Maryland.

Who are Stephanie Dalwin's colleagues at Fidelity Investments?

Stephanie Dalwin's colleagues at Fidelity Investments include Dalyn Frigaard, Ravali G, Krishna M, Frank Leonard, and Zweibach, Yosef.

How can I contact Stephanie Dalwin?

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

What schools did Stephanie Dalwin attend?

Stephanie Dalwin holds Master Of Arts (M.A.), Iberian And Latin American Cultures, 4.0 from Stanford University.

What skills is Stephanie Dalwin known for?

Stephanie Dalwin is listed with skills including Public Speaking, Social Media, Microsoft Excel, Research, Data Analysis, Spanish, Language Learning, and Microsoft Office.

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