At Fidelity Investments, I direct financial planning and capacity modeling across a 9,300-associate client servicing organization. I also serve as a finance partner to the Stock Plan Services Executive Leadership Team, analyzing participant economics and lifetime customer value.
I presented Stock Plan Services lifetime-value frameworks to more than 50 enterprise executives, establishing baseline metrics used in routing, marketing, and client engagement strategies. I also architected a phone-routing strategy for approximately 6 million clients that generated over $1 million in incremental revenue.
Earlier at Fidelity, I built a roughly $50 million-revenue deferred compensation P&L and developed acquisition-pricing models for Shoobx. Before Fidelity, I directed a 50-person team on a refinery demolition project and co-designed the TC36000 V2 pedestal crane.
