Project Manager
Current
May 2007 - Present
AeroLeads people directory · profile
William Mathis Email & Phone Number
Project Manager at Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
6 phones found area 908 and 216
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Project Manager at Fidelity Investments
Location
New Providence, New Jersey, United States
Company size
Who is William Mathis? Overview
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Quick answer
William Mathis is listed as Project Manager at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in New Providence, New Jersey, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 908, 216, and a matched LinkedIn profile for William Mathis.
William Mathis previously worked as Project Manager at Fidelity Investments and Project Manager at Citigroup. William Mathis holds M.B.A., Finance from Fordham Gabelli School Of Business.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for William Mathis. Compare company email patterns before reaching out.
Profile bio
About William Mathis
A business-oriented professional with over twenty-eight years of experience, primarily in the Brokerage Industry. Eighteen years of management experience with heavy end-user interaction. Strong analytical, project coordination and leadership skills. Experienced in Business and System Analysis, Quality Assurance and Test Planning, Project Documentation, development of Business Requirements and End-User Training. Strong knowledge of SDLC. Managed both application teams and multi-team system development projects, responsible for the setting of priorities, project schedules, tracking issues, risk mitigation, and communication to all project constituents.
Current workplace
William Mathis's current company
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Fidelity Investments
5 roles · 43 years
William Mathis work experience
A career timeline built from the work history available for this profile.
Project Manager
Project Manager of Fund Accounting/Transfer Agency systems. Responsible for relationship with SunGard in supporting InvestOne and Investar*One products and several related applications. Support several Web applications.Implemented In-house migration of Portland Operations from SunGard Unix to Citibank mainframe. Coordinated TA initiatives for steering.
Dec 2000 - May 2007
Project Manager
Project Manager of Reorg system. Major accomplishments, re-architect online system to be more user-friendly and real-time; Mock-bookkeeping system to verify payments; Redesigned Branch Instruction Update screen, allowing Dutch Auction/Seal Bids, Global Update function for FAs; Client Confirms for notification of Partial/Full Calls; Same Day.
Jul 1992 - Dec 2000
Project Manager
Prudential Securities
1992 - 2000
~8 yrs
Programmer
Lewco Securities
1983 - 1985
~2 yrs
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
LO
Lisa O'Riley
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States, United States
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JG
Joanne Gatnik
Colleague at Fidelity InvestmentsGreater Boston, United States
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DP
Daniel Pepin
Colleague at Fidelity InvestmentsBlackstone, Massachusetts, United States, United States
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AS
Ashwini Salimath
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
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SV
Scott Van Waterschoot
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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MM
Maria Milano
Colleague at Fidelity InvestmentsMoultonborough, New Hampshire, United States, United States
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TT
Tim Terhune
Colleague at Fidelity InvestmentsGreater Boston, United States
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JP
James P.
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
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PL
Phil Lieberman
Colleague at Fidelity InvestmentsSarasota, Florida, United States, United States
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Lisa O'Riley
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States, United States
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JG
Joanne Gatnik
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
DP
Daniel Pepin
Colleague at Fidelity InvestmentsBlackstone, Massachusetts, United States, United States
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AS
Ashwini Salimath
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
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SV
Scott Van Waterschoot
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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MM
Maria Milano
Colleague at Fidelity InvestmentsMoultonborough, New Hampshire, United States, United States
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TT
Tim Terhune
Colleague at Fidelity InvestmentsGreater Boston, United States
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JP
James P.
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
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PL
Phil Lieberman
Colleague at Fidelity InvestmentsSarasota, Florida, United States, United States
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2 education records
William Mathis education
M.B.A., Finance
Bs, Economics, Mathematics
State University Of New York At Albany
FAQ
Frequently asked questions about William Mathis
Quick answers generated from the profile data available on this page.
What company does William Mathis work for?
William Mathis works for Fidelity Investments.
What is William Mathis's role at Fidelity Investments?
William Mathis is listed as Project Manager at Fidelity Investments at Fidelity Investments.
What is William Mathis's email address?
AeroLeads has found 1 work email signal at @fidelity.com for William Mathis at Fidelity Investments.
What is William Mathis's phone number?
AeroLeads has found 6 phone signal(s) with area code 908, 216 for William Mathis at Fidelity Investments.
Where is William Mathis based?
William Mathis is based in New Providence, New Jersey, United States while working with Fidelity Investments.
What companies has William Mathis worked for?
William Mathis has worked for Fidelity Investments, Citigroup, Wachovia Securities, Llc, Prudential Securities, and Lewco Securities.
Who are William Mathis's colleagues at Fidelity Investments?
William Mathis's colleagues at Fidelity Investments include Lisa O'Riley, Joanne Gatnik, Daniel Pepin, Ashwini Salimath, and Jacqueline Kwan, Crpc®.
How can I contact William Mathis?
You can use AeroLeads to view verified contact signals for William Mathis at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did William Mathis attend?
William Mathis holds M.B.A., Finance from Fordham Gabelli School Of Business.
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