Throughout my career with award-winning financial services leaders Fidelity Investments and Putnam Investments, I have consistently delivered cutting-edge technology solutions. I transform global operations through strategic programs, driving growth, performance improvements, platform stability, accuracy, data quality, and cost reduction. I build high-performing product and engineering teams, mentoring and guiding team members at all levels. My teams launch state-of-the-art technologies and solutions such as Fidelity Access API Platform and Common Data Environment (CDE) enterprise platforms. I also serve as a strategic advisor for the C-Suite, influencing decision making and developing critical solutions. I consistently expand my business acumen with my MBA, Executive Education Certificate from MIT (Sloan School of Management), and Strategic Leadership for Women Certificate from Simmons College.In my current role as Head of Client Delivery for Akoya (a spinoff of Fidelity Investments), I have generated significant cost savings for Fortune 500 clients through our Data Access Network (DAN) solution, forming trusted relationships with financial leaders such as JP Morgan Chase, Citibank, and Capital One. I identify each client’s unique business requirement, delivering state-of-the-art solutions. Throughout my 15+ year career with Fidelity Investments in roles including Vice President, Product Management, I consistently drove product innovation and operations improvements. I led large global organizations and delivered strategic technology leadership in high-profile businesses including Global Asset Allocation, Equity & High Income, Fixed Income Asset Management. I identified opportunities to cut costs and stabilize systems, quickly analyzing business goals and requirements in each organization. As a key leader within Fidelity. I led resource allocation for both onshore and offshore Agile teams, developing project scope and budget. I drove short and long-term improvements including a 9-year strategic program to migrate from legacy data/services infrastructure to Common Data Environment (CDE) enterprise platform, earning accolades from executive leadership including COO and delivering tens of millions in savings while strengthening data accuracy with minimal service interruptions.
