• Responsible for the positioning, management and development, and oversight of SAI’s $371B, dedicated forty-two fund line-up.• Directed the research effort to develop an investment and planning point of view (POV) on illiquid alternative asset classes (private equity, venture capital, distressed debt, farmland, and real estate debt).• Led the effort to develop a multi-strategy alternatives fund for dedicated use in Fidelity’s unified managed account (UMA) offering.• Developed proprietary ESG investment components across assets classes (equity, international equity, and fixed income) for use in Fidelity’s unified managed account (UMA) offering.• Led the product launch of a Defensive investment objective managed account preference from the investment research phase to product implementation. The product has accumulated $35B in assets under management in the five years since launch.• Conducted and led the strategic review and evaluation of Fidelity’s retirement income investment portfolios and cash flow withdrawal strategies. • Partnered with the investment research team to design a new retirement income solution consisting of a defensive investment portfolio, a dynamic withdrawal strategy, and an optional deferred income annuity (DIA). The new solution provides clients with a base and bonus payment cash flow structure that manages shortfall risk thru the DIA.• Saved $10M in recurring annual index licensing fees by developing proprietary self-indexes for Strategic Advisers’ dedicated strategic beta index mutual funds and separately managed accounts. • Created the managed account Secret Shopper program. The program calculates, monitors, and analyzes the investment returns of fourteen managed account competitors, including five robo-advisers. New competitor product features are tracked and benchmarked

• Managed the financial planning and analysis of Technology and Operations groups ($160M in expenses), Investment Services ($40M in expenses), and Consulting ($60M revenue, $50M expenses) organizations P&L statements.• Built the financial framework and infrastructure to support the financial management of a firm wide initiative to reduce expenses by $1.2B over five years (2009-2013).• Developed the five-year financial plan, key performance indicators (KPI’s), and scorecard for the firm-wide strategic initiative for the electronic delivery (eDelivery) of all shareholder communications (statements, confirmations, tax documents, etc).• Directed the renewal process for mutual fund management fee contracts for over four hundred mutual funds ($1.3 trillion in assets) across four investment disciplines (Equity, Fixed Income, Money Market, and Asset Allocation).• Delivered over fifty large and complex technology and process projects that resulted in increased productivity and efficiency gains for the board support team. • Developed detailed financial analysis and subsequent business cases that evaluated the profitability of launching new investment vehicles to both retail and institutional investors.• Established financial standards that were utilized across Fidelity’s largest business unit to ensure consistent financial rigor in the development of business cases and Key Performance Indicators (KPI’s).• Developed processes and tools to provide senior management an integrated view of all planned and actual benefits (NPV, IRR, ROI) for $200M in discretionary technology and transformation initiatives. • Performed financial and valuation analysis in order to make a recommendation on a potential acquisition target.• Responsible for the professional and technical development of teams ranging in size between two and five financial analysts.

• Led the functional testing effort, including the supervision of two testing analysts, in the development of a new Interfund Tool for the Equity Trading desk. • Developed the financial module of an IT performance baseline, the baseline was used to understand the current levels of IT spending, the discretionary and non-discretionary investment mix, and the strategic relevance of IT projects. • Evaluated the overall portfolio of IT projects and assessed the portfolio against key business drivers and industry benchmarks. Recommendations were then made to key executives, based on the outcome of the IT performance baseline.• Created a financial model to identify the Total Cost of Ownership (TCO) of applications within the IT portfolio. TCO was one component of a methodology used to rationalize the overall application portfolio. • Implemented the Charles River Trading System (CRTS) across the High Yield, High Grade, Non-Dollar, Mortgage Backed, Municipal, and Emerging Markets fixed income trading desks. Integrated the CRTS application with existing Putnam Investments applications through XML messaging: PACE (Eagle), Sentinel (Latent Zero), and Kondor+ (Reuters).• Resolved key regulatory issues associated with a technology platform conversion and the switch to a Federal Savings Bank.