Aliya Padamsee
Director - Financial Solutions @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
Director - Financial Solutions @Fidelity Investments
Boston, MA, US
Digitizing investment pathways, financial planning methodology, and educational curricula for both our flagship and young investor experiences (Fidelity Youth™, Fidelity Bloom®, Plynk™)• Created the firm’s first Account Selector methodology to solve the customer pain-point of not knowing which account to open for their objectives and preferences.• Spearheading proactive insights methodology that uses aggregated data to serve up in-context, personalized key steps customers can take to improve their holistic financial wellness.• Crypto & Alts financial planning thought leadership• Selected to serve on Fidelity\'s Young Advocate\'s Board to influence enterprise strategy for our next generation of customers.
EDUCATION
Swarthmore College
Bachelor of Arts (BA)
ABOUT ALIYA PADAMSEE
Professionally: Financial Planning Methodology R & DPersonally: Holistic Wellness | Writer | Service-Oriented
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.