A hybrid of in-office quality assurance management and off-site client-oriented relationship quality inspection services.

Starting towards the end of spring and ending in mid-summer, I worked alongside classmates from Boston College on a strategic project on market segmentation for a client from Fidelity Investments. Our 6-week project focused on the Great Wealth Transfer and how Fidelity can best position their wealth management to best attract and retain clients. I worked as the Project Manager for this project, which entailed facilitating client-facing communications, general oversight of our teamwork, and a specific focus on leadership within our group.

A hybrid of in-office quality assurance management and off-site client-oriented relationship quality inspection services.