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Work Background
Fidelity InvestmentsDirector of Artificial Intelligence
Mar. 2024Rhode Island, United States• Active leader on cross-enterprise board of executives selecting and evaluating GenAI vendors to enable marketing efficiency across the enterprise.
• Conducted successful POCs of three vendors to evaluate and compare capabilities based off a vast list of use cases. • Gained Legal approval for POCs with a detailed plan to obtain approval for external use.
• Documented entire procurement process to gain approval through various governance boards for AI technologies. • Evaluated our current MarTech vendors for existing, under-utilized AI technologies for implementation based on a cost-value analysis. • Acts as a vocal advocate for AI technologies while adhering to Fidelity’s compliance and security concerns.
Fidelity InvestmentsMarTech Operations Program Lead / Program Manager CSPO
Aug. 2022 - Aug. 2024• Spearheading a marketing operations revolution with a focus on modernization and implementation of best-in-class technology and governance. Driving massive change through standards and processes for workflow management, digital asset management, planning, spend management, resource allocation, and insights.
• Change management throughout all WIIM to ensure feedback, adoption, efficiency, and optimal experiences.
• Certified Scrum Product Owner (CSPO) overseeing vendor selection for CRM, MRM, DAM, and CMS (CaaS) in a comprehensive program that encompasses operational implementation, plan & spend management, change management, and the tracking of efficiency KPIs.
• Has clear understanding of WI’s architecture requirements, data governance requirements, and enterprise cloud computing requirements. • Managing the integration automation of the martech ecosystem. Currently running vendor RFP and POC for top vendors to gauge feasibility and time to market. • Establishing standards for reporting and insights, contributing to a more streamlined and data-driven decision-making process.
• Shifting the paradigm from traffic controllers to pilots, empowering marketers and teams to focus on driving new and innovative business value by automating routine tasks and processes.
• Strategically looking at work across marketing domain to ensure spend, resources, effort, and campaigns are aligning to highest priorities while adhering to agile adaptation.
Fidelity InvestmentsMarTech Solutions & Innovation Lead
Aug. 2022 - Jun. 2023Scoping marketing ops overhaul
Fidelity InvestmentsAgile Product Owner- Multilingual Digital Experiences
Dec. 2020 - Aug. 2022• Conceptualized and executed an idea from inception to a full squad, including pitching the business case to senior executive leadership for approval of team and vendor costs.
• Successfully completed the RFP process for a multilingual vendor, including onboarding and managing the vendor relationship.
• Led an agile, full-stack development scrum team, ensuring seamless transmission of content to meet both business and regulatory requirements.
• Collaborated with content and site architecture teams to devise a multi-lingual enablement roadmap, enhancing overall digital content capabilities.
• Oversaw a maintenance queue supporting all teams within the organization utilizing the enterprise CMS, managing production support incidents with a high volume and high levels of criticality.
Fidelity InvestmentsAgile Product Owner & Squad Leader: Standardized Content Engineering & Execution
Jan. 2019 - Dec. 2021Providence, Rhode Island Area• Squad leader for three teams within the Workplace Digital Experiences Domain, driving the transition from unstable, legacy technology to sustainable solutions.
• Led a team that played a pivotal role in a multi-team effort to migrate content from end-of-life systems, resulting in an annual savings of three million dollars.
• Managed the build of a new front-end application, replacing the interface for decommissioned applications, utilizing an iterative agile approach from conception through multiple phased deployments.
• Prioritized and managed a backlog based on user feedback and business value, ensuring the team's work aligned with strategic objectives.
Fidelity InvestmentsDirector of Content & Experience Management
Jun. 2018 - Jan. 2019Smithfield, Rhode IslandLooking at content lifecycle processes prior agile realignment and reorganization
Fidelity InvestmentsDigital Paid Search (SEM) PPC Manager
Dec. 2017 - Jun. 2018Smithfield, Rhode IslandManaged paid search marketing initiatives for a variety of personal investing, institutional, and workplace investing lines of the business. Helped develop the search acquisition strategy - including road maps and long-term forecasting, Built and managed Search campaigns for current and new products. Owned scaling and optimizations to hit the channel growth goals. Tested new segments, strategies and messaging as well as worked with the Web team to coordinate tests for on-site optimizations. Provided regular channel performance reports. Worked with members of the marketing team to communicate learnings and coordinate unified campaigns.
Fidelity InvestmentsDigital Paid Search (PPC) Analyst, On-Site Search Analyst; SEO Analyst
Oct. 2015 - Dec. 2017Smithfield, Rhode IslandPrimary responsibility encompasses business relationship management and project management to successfully implement search engine marketing initiatives for Fidelity’s retail lines of business. Aggressively finds opportunities to increase budget and spend while remaining the most efficient marketing channel growing paid search’s share of media spend. Tracks and reports on campaign results, data analysis, and holds monthly meetings to report on results. Uncovers, understands, and achieves business goals and business objectives through the customization of campaigns and understanding of the client’s product. Proactively provides strategic recommendations applicable to the client's business model and goals. Reviews and analyzes competitor strategies and adapts our strategies accordingly. Stays informed of industry trends and best practices and understanding how they can be applied to accounts. Identifies and develops the most effective and cost-efficient paid search programs. Researches and selects keywords, ad copy, and landing pages. Optimized Fidelity.com to improve reach on Google, Bing, and Fidelity’s onsite search function. Tracked traffic patterns, researched keywords, and analyzed year-over-year data to determine how to make Fidelity’s pages rank higher on Google’s Search Results Page. Audited site for technical obstacles, indexing, and crawl issues. Prepared detailed analytics reports showing ranking trends and highlighting areas of opportunity. Developed thorough and detailed keyword research reports. Advised content teams on keyword strategies and opportunities for generating new content. Utilized Excel to analyze large volumes of complex data. Worked with Central Publishing to negotiate a 200% more efficient publishing process that respected their workflow and met the online publishing needs of onsite search.
DocWebAccount Manager
Aug. 2015 - Oct. 2015Providence, Rhode Island AreaResponsible for managing over 40 client relationships. Worked with internal team members where appropriate, and reported to the VP of Sales. Liaison between the client and the agency to ensure the client’s needs and goals were met through delivery of digital projects and campaigns. Assisted with pitches to the client, adhering to the client’s budget, and creation of any estimates. Upsold on accounts to increase business development. Traveled to weekly conferences and presented to over 500 doctors on the benefits digital marketing.
Internet Marketing Inc.Senior SEO and Insights Specialist
Jan. 2014 - Aug. 2015San Diego, CAConducts insightful, data-driven research analyzing and identifying areas of improvement for optimal organic search growth for a variety of nationally and globally recognized clients. Conducted brand analysis, landscape analysis and competitor analysis in addition to keyword research, keyword mapping, link profile analysis and content optimization. *Contributor to the "Million Dollar Quiz" http://www.internetmarketinginc.com/blog/case-study-million-dollar-quiz/
Internet Marketing Inc.Senior Copywriting and Content Marketing Specialist for Earned Media
Jan. 2014 - Jun. 2015San Diego, CaliforniaPlayed a vital role in a content piece that generated over 300k engagements within first month of going live for a nationally recognized brand Developed a company-wide copywriting process to optimize efficiency and ensure QA Manages copywriting work flow with internal and external resources Content research and writing has been published on Forbes, BuzzFeed, Yahoo Small Businesses, Yahoo Finance, Huffington Post, Entrepreneur.com, The Examiner, Business2Community & Tech.co Utilizes software to create wire-frames for flow-charts and infographics Conducts data-driven content research to create and outline content based on competitor analysis and interests of target audience Writing style and tone receives consistent honorable mention from nationally recognized brand Developed a SEO and Content Marketing internship program. Interviews, hires, and manages daily activities of interns. Facilitates trainings and educational experiences to expose college students to all facets of internet marketing Copywriting, editing, content research, content writing, content promotion, and content ideation with a goal of search engine optimization
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