Teams at Fidelity Investments

Reviews and processes brokerage account applications and maintenance forms using multiple systems. The role manages exceptions and escalations, maintains client-specific requirements, supports process improvement initiatives, recommends workflow efficiencies, and protects confidential information while delivering accurate, timely operational support to business partners.

Leads software engineering for a Defined Benefits calculation platform, overseeing client implementations, corporate actions, maintenance, reliability, compliance, and calculation accuracy. Builds and mentors high-performing engineering teams while driving Java and Spring Boot development, cloud-native architecture, Kubernetes, DevOps, observability, testing, and modernization. Partners with architecture, SRE, product, and pension consultants to translate complex plan rules and regulatory requirements into secure, auditable, and reliable systems.

Develop executive reporting, dashboards, data visualizations, and analytics solutions for senior leaders. Source, integrate, analyze, and synthesize data using BI and programming tools to generate actionable insights, improve business performance, support strategic initiatives, and enable self-service reporting. Collaborate with business stakeholders to translate information needs into requirements, deploy end-to-end BI solutions, identify process improvements, and communicate findings clearly.