Adrien M.

About Adrien M.

As Senior Manager of Distribution Analytics & Performance Insights, at Fidelity Investments, I provide Data Analytics & Insights on business performance, partnering with Field Leaders, headquarters peers, technology and data teams. This goal is accomplished through working with Product Owners to drive consistency and improve execution on a range of projects, including business performance monitoring, big data use cases, and analytical consultations. Leveraging tools such as Tableau, SQL, Alteryx, and Python, our team collaborates to deliver scalable analytics frameworks and automated reporting processes. My commitment to enabling data-driven strategies aligns with Fidelity’s mission to foster meaningful client relationships and long-term success.

Experience

1. Sr Manager Distribution Services Insights and Performance Analytics

   Fidelity Investments

   May 2025 — Present · Westlake, TX, US

   As the Senior Manager, Analytics & Performance Insights, I’m part of Fidelity’s Wealth group, specifically within the Strategy, Planning & Enablement Team. We provide holistic reporting and analytics support to the Distribution Wealth organization. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients place their investments, their savings, and their futures in our hands. Our associates at Fidelity personally work with them to help achieve their dreams—whether that’s saving for college, for retirement, for a big vacation, or anything else.

Education

• Villanova University

  Lean Sensei Certificate, Lean Six Sigma

  2008 — 2008

• Villanova University

  Six Sigma Green Belt Certificate, Six Sigma

  2007 — 2008

• Purdue University Daniels School of Business

  Master of Science - MS, Business Analytics

• Purdue University

  Postgraduate Degree, Business Analysis

• University of Phoenix

  Transferred, Business Administration and Management, General

  2008 — 2009

• Eastern Michigan University

  Bachelor of Science, Technology Management

  2009 — 2012

Skills

• Business Process Improvement
• Recruiting
• Citrix
• Lean Tools
• Continuous Improvement
• Analysis
• Business Development
• Military Operations
• Verbal Communication
• Visio
• Training
• Leadership
• Workforce Management
• Military
• Diesel Engine
• Web Services
• Customer Service
• Technical Support
• Public Speaking
• Organization
• Troubleshooting
• Powerpoint
• Microsoft Excel
• Process Improvement
• Ultratax
• Coaching
• Networking
• Quality Assurance
• Time Management
• Windows 7
• Lean Thinking
• Windows Server
• Problem Solving
• Operations Management
• Operating Systems
• Microsoft Office
• Sales
• Supervision
• Aspect Acd
• Microsoft Word