Experience

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  Fidelity Investments

  • Svp, Head Of Fidelity Leadership Communications
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  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Head of Workplace Investing and Health Care Communications

    • Jun 2021 - Present

  • Vice President, Executive Communications

    • Mar 2015 - Jun 2021

    I provide strategic communications counsel to several of Fidelity's top executives. Specifically, I am responsible for crafting the messaging for senior leaders in a way that maintains an authentic voice and persona, and delivering this messaging to key constituencies including: the media, industry analysts, consumers, employees and key industry and social media influencers who drive perception and can have a significant impact on the company’s perception. I support C-suite leadership on issues in crisis management, projects related to corporate storytelling, and people management initiatives. I am responsible for proactively sourcing various internal and external speaking opportunities for the executives and ensuring proper preparation for these engagements.

  • Managing Editor

    • Jun 2013 - Mar 2015

    Vice President and Managing Editor, Asset Management Thought Leadership Managed team of senior investment writersPlanned editorial calendar and thought leadership agenda and manage pipeline of Asset Management’s thought leadership Created thought leadership marketing communications for institutional clients, private wealth clients, investment consultants, financial advisers and retail investors: •Investment strategy white papers•Market perspectives and commentaries about political/monetary policy/economic conditions•Quarterly economic outlook materials•Newsletters•Educational product support materials•Infographics and charticlesManaged Asset Management thought leadership editorial governance processManaged content through entire production cycle, including idea generation, research, interviewing, writing, design, editing, compliance review, distribution, and internal and external promotion. Adapt content for different audiences (i.e., institutional vs. adviser channels, website, social media, sales team talking points, client presentations, external publications). ACCOMPLISHMENTS: Edited several of the most popular external thought leadership pieces that Fidelity has ever produced, helping to win new clients and maintain valuable relationships; managed production of more than 280 pieces of thought leadership; conducted detailed capacity analysis and resource audit to identify areas for process improvement and optimal resource allocation; successfully hired and onboarded two members of a seven-person writing staff; and directed the creation of a content database to manage the thought leadership pipeline of work.

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  Franciscan Health System

  • Tacoma, WA

  • Director Internal Communications

    • Mar 2011 - May 2013
    • Tacoma, WA
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  Russell Investments

  • Seattle, WA

  • Director Of Communications

    • Oct 1998 - Mar 2011
    • Seattle, WA

    Director, Capital Markets Insights Communications Created custom communications for investment advisors and their clients, including print and electronic newsletters, blogs, dashboards, investment and market commentary and outlooks, product collateral, sales support materials, advisor and i...