VP Retirement Services, Fidelity Investments
Raleigh-Durham, North Carolina Area
VP Retirement Services, Fidelity Investments
Raleigh-Durham, North Carolina Area
Top-rated performer who uses teaching and coaching experience to drive results and foster productive collaboration in financial services/benefit administration. Proven success in staff development, process improvement, and initiative management. Advanced capabilities in executive communication, strategy creation, and organizational restructuring.
Benefit plan administration, product management, product development, capital management, organizational redesign and development, executive communications, human resources, strategic planning, education, training
(Privately Held; FMR; Financial Services industry)
September 2000 — Present (8 years 11 months)
Product Management and Development: Created new functional group and managed staff of internal product consultants responsible for execution and ongoing support of product strategy for Defined Contribution, Defined Benefit, and Health Savings business lines. Collaborated with systems, operations, and client groups on solution design and rollout strategy for products. Product Manager for multi-practice integrated offerings. Drove enterprise-wide initiatives to identify cost reductions for product implementations (50-70%) and comprehensively define standard offering.
Process owner of the FHRS Product Development Process, modeled after industry standard Stage-GateTM. Managed staff responsible for execution of all phases of process and capital budget of approximately $130 million.
Other roles: VP Sales Operations, Director of Strategic Planning
(Public Company; 10,001 or more employees; MER; Financial Services industry)
June 1999 — August 2000 (1 year 3 months)
Employee relations specialist; supported 318 branch offices, 13,000 employees.
(Educational Institution; 51-200 employees; Primary/Secondary Education industry)
September 1992 — June 1999 (6 years 10 months)
Director of Residential life, middle school teacher, varsity football coach
A.B. , Psychology , 1988 — 1992
1984 — 1988