Collaborative leader with a dedication to partnering with coworkers to promote an engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings.
Overview
20
20
years of professional experience
Work History
Assistant Vendor Manager
Fidelity Investments - Workplace Investing
09.2022 - Current
Managed vendor performance to maximize profitability and achieve financial objectives.
Organized and updated databases, records, and other information resources.
Cultivated strong relationships with vendors and partners supporting administrative operations.
Identified opportunities to streamline processes and improve office operations and efficiency.
Work directly with Portfolio Leads to ensure supplier operational performance and benefit realization through cost management strategies.
Proactively mitigate risks to prevent supplier solvency, continuity, and reputational failures.
Analyze data and create reports to measure performance and identify and address emerging risks associated with key suppliers.
Operate under the supervision of Portfolio Leads while working independently on specific assignments.
Collaborate with WI business partners and suppliers to fulfill WI supplier management program requirements.
Support a large volume of vendor relationships, focusing on risk assessment, remediation, contracting, pricing, and ongoing vendor management.
Manages the L&D Vendor Portfolio
Senior Analyst - Market Data
Fidelity Investments - Fidelity Capital Markets
05.2012 - 09.2022
Resolved system issues promptly and effectively, minimizing downtime and ensuring smooth operations.
Conducted comprehensive root cause analysis and research to identify and resolve problems, driving process improvement initiatives.
Led system analysis, documentation, testing, and implementation for platform transitions, providing user support throughout the process.
Managed the Bloomberg Administrator role for FCM's TOMS, overseeing user enablement, permissions, and trading/sales desk functionality.
Acted as a liaison between FCM and FFIO, Risk, and Compliance, supporting vendor health assessments and the marketing data portfolio.
Ensured accurate and timely entry of contract and workflow data into internal systems and document repositories.
Generated monthly financial reports using FITS, meeting reporting requirements and contributing to budget management.
Conducted annual vendor performance and roadmap meetings, addressing service-level incidents and managing contractual renewals.
Assistant to Senior Executive
Fidelity Investments
05.2005 - 05.2014
Efficiently managed complex calendar scheduling for C-Suite Executives, senior executives, and clients, optimizing time allocation and prioritizing availability.
Planned and executed high-profile meetings, conferences, and client events, ensuring seamless operations and timely delivery.
Oversaw travel arrangements, expense processing, and reimbursements for executives, ensuring accuracy and efficiency.
Led a team of administrative assistants, fostering collaboration and productivity, while also publishing monthly newsletters to keep stakeholders informed.
Area Administrator
Standard Register Corporation
02.2003 - 05.2005
Assisted Vice President of Sales in managing the Northeast Area Offices, encompassing Boston, Philadelphia, New Jersey, New York City, Washington, and Upstate New York.
Developed area policies for Regional Managers (RSM) and Regional Assistants (RAA), providing training on computer software for new RAAs.
Audited and maintained budgets, ensuring accuracy and compliance.
Coordinated meetings, conference calls, travel arrangements, presentations, and maintained the executive calendar.
Developed and executed memos as directed by the Assistant Vice President (AVP).
Prepared comprehensive reports, statistics, sales plans, and annual appraisals for all regions.
Principal Systems Analyst/Agile Product Owner at Personal Investing, Fidelity InvestmentsPrincipal Systems Analyst/Agile Product Owner at Personal Investing, Fidelity Investments