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Work Background
ETC Brokerage Services / Innovayte, LLC | Westlake, OHSenior Consultant – Clearing Operations & Vendor Management
Sep. 2024 - Oct. 2025
Fidelity InvestmentsSenior Fulfillment Program Manager - Fidelity Institutional Marketing
Feb. 2010 - Jun. 2024Boston, Massachusetts, United StatesOversaw forms and collateral distribution activity in the FI Marketing Operations Fulfillment group. Administrated forms, kit, and collateral distribution for BANK/BD and RIA FCCS clients, including maintaining Wealthscape’ s Marketing Fulfillment Central, managed by Merrill Corp. (outsourced). Maintained and grew distribution services architecture and supporting 150+ marketing and client services associates and their clients with various fulfillment related services across several FI business units. Oversaw fulfillment and mail distribution activity at suppliers who support business activity for FI business units. Owned and completed several department initiatives in addition to day-to-day activities specific to order site functionality, finance initiatives to develop better billing information, and to maintain forms distribution infrastructure. Led regular performance meetings with suppliers, oversaw supplier scorecards and SLA, and enforced contracts. Supported and maintained fulfillment infrastructure applications, identified resources in support of diverse projects, and maintained budgets for fulfillment suppliers, pay invoices, develop, and maintain all management reporting.
Fidelity InvestmentsSenior Supplier Manager, Fidelity Human Resources Services
Aug. 2006 - Feb. 2010Marlborough, Massachusetts, United StatesManaged a book of business consisting of suppliers providing outsourcing services to the institutional 401k (FIRSCO) and Human Resources Services (FHRS) companies. Oversaw $100M in vendor contracts consisting of as many as 50 supplier relationships providing services in IT, HRO, Retirement, Payroll, 401k, 403b, Defined Benefit, and Health and Welfare. Managed nine supplier relationships consisting of $30M+ in vendor spend. Developed and designed governance environment that cut close to $2M in vendor expenses annually. Collaborated with BAC, IBM, ATT and FMR client relationship contacts to develop better service-level criteria for HRS suppliers, resulting in a 35% reduction of environment related incidents. Facilitated annual vendor spend budget process for all managed suppliers, vendor scorecards, enforcement of the vendor spend for HRS business units, senior escalation manager for all vendor related incidents, pricing negotiations, and contract enforcement.
Fidelity InvestmentsSenior Business Analyst, Fidelity Personal Investing
Mar. 2005 - Jul. 2006Boston, Massachusetts, United StatesSupported FPI’s retirement services in the introduction and rollout of the FRIA product into the FESCO client base. Facilitated and managed the requirements gathering and development of various department projects as well as maintaining and improving the existing reporting infrastructure of the Retirement Services organization’s asset retention business. (FRIA) Developed a database that tracked the rollout of 3.5M+ pieces of FRIA mail, supported 200+ deals with FESCO DC plans to implement FRIA, and facilitated lead tracking and demographic analysis for FPI distribution. Supported ad hoc project requests from FPI Finance, RS Program Management, and RS Sales and Implementation, including rollover flows analysis into FPI, communication campaign effectiveness, FESCO corporate action effectiveness and FPI marketing effectiveness on FRIA related activity. Designed reporting infrastructure for the sales teams to support ongoing activities. Developed campaign effectiveness reporting and FRIA Client Scorecards which measured rollover dollars into FPI, guidance interactions, Branch and phone rep effectiveness, new income plans opened which also included a full monetary analysis of outside flows into FPI. Support the day-to-day workings of the central database. Developed enhancements to the existing system.
Fidelity InvestmentsContent Management Program Manager, The Agency at Fidelity
Jan. 2001 - Dec. 2002Boston, Massachusetts, United StatesOversaw the content management service offering for the Fulfillment Solutions Group in the Agency at Fidelity. Managed various implementations, including digital content management, forms distribution, electronic email migration initiatives, web-based business application development, content management implementations, and various PI email delivery projects. Served as subject matter expert and super user on Interwoven’s Teamsite content management system. Developed FCA’s CMS program (Teamsite) using vendor sourcing and internal technical resources. Participated in strategic initiatives to drive enterprise-wide content management projects. Managed project pipeline to ensure timely completion and proper resource allocation on all CMS Projects. Executed well-defined project analysis, including detailed requirements gathering, project cost estimation with cost benefit, context diagrams, entity relationships and workflow mapping. Managed the development of the content management application (Teamsite) for the EFulfillment enterprisewide delivery platform, Fidelity’s first email fulfillment platform.
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