At Fidelity Investments, I led digital product strategy and delivery for onboarding, simplified investing, and youth-focused web and mobile experiences across Brokerage and Wealth Management. My work supported 728K customers and $7B in annual trading and investment flows.
I modernized Fidelity's account onboarding ecosystem, launched its first teen brokerage mobile application to 90K active users in seven months, and improved tax-loss harvesting reinvestment from 41% to 59%. I also led experimentation that raised baseline conversion from 31% to 35%, with individual journeys exceeding 70% conversion.
Previously, I helped launch Fidelity Go, created the IRA Express Path account-opening journey, and supported its growth beyond $1B in assets under management. I bring experience aligning engineering, UX, analytics, marketing, legal, compliance, risk, and operations teams through high-stakes delivery, organizational change, and fraud mitigation.
