Experience

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  Museum of Fine Arts, Boston

  • Museum of Fine Arts Associate

    • Apr 2018 - Present
• 

  Town of Wellesley

  • Town Meeting Member

    • Apr 2018 - Mar 2020
• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Vice President, Customer Strategy and Segment Management

    • Mar 2010 - Jul 2017

    Responsible for customer strategy and business management of Fidelity's Corporate Executive and Private Wealth Management Programs. General responsibilities include defining customer segments and opportunity size, assessing customer needs, developing and managing the customer experience and offering (inclusive of prospect targeting and sales strategy, customer engagement and development programs, advice and planning solutions, service model, operational process support, long term capital investment requirements) and defining program success measures and scorecards.

  • Vice President, Customer Acquisition and Development

    • Feb 2008 - Mar 2010

    Responsible for the workplace customer development strategy and plans, defining and delivering the customer engagement experience and cross company product and marketing integration.

  • Vice President, Customer Development, Stock Plan Services

    • Sep 2004 - Feb 2008

    Defined and delivered the customer experience for the Stock Plan Services customer segment. Managed the overall segment strategy and plans along with the customer conversion strategy.

• 

  Charles Schwab

  • Director

    • 2000 - 2004