Bill R.
Head of Corporate Reporting at Fidelity Investments
- Role
- Head of Corporate Reporting at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Bill R.
Senior executive with experience in financial analysis, investment thought leadership…
Experience
Head of Corporate Reporting
Jul 2024 — Present · Boston, MA, US
Lead a newly formed team responsible for preparing, analyzing, and reviewing Fidelity’s quarterly and annual corporate business reporting. Specific responsibilities include:• Fidelity Annual Report, quarterly business update reports, business updates to various boards, and mandatory corporate reporting requirements related to climate and carbon impacts.• Coordinating and overseeing the content for periodic senior management meetings.• Reviewing and approving high-profile thought leadership reports and white papers.• Responsible for the Fidelity Corporate Archives, which collects and preserves the records of Fidelity Investments, and its affiliated companies, to ensure the accuracy of Fidelity’s historical facts.
Education
The University of Chicago Booth School of Business
MBA, Financial Management, Statistics, Policy Studies
1990 — 1992
Okemos High School
High School Diploma
1982 — 1986
Yale University
BA, Economics, Political Science
1986 — 1990
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