Brandy Livesay H.
Vice President, Group Squad Lead Wealth Digital Products & Retirement Experiences @Fidelity Investments
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WORK HISTORY
Vice President, Group Squad Lead Wealth Digital Products & Retirement Experiences @Fidelity Investments
Smithfield, RI, US
I lead the team driving Fidelity’s Wealth Digital Products & Retirement Experiences. Our portfolio includes Fidelity Go, Managed FidFolios, and Digital Term Life. On the retirement side, we deliver tools and guidance to support a wide range of needs—from contributions and RMDs to small business retirement solutions. We collaborate closely with our Retirement and Digital Hybrid Advice Commercialization partners to continuously evolve and enhance our offerings.
EDUCATION
Xavier University
Master of Business Administration (MBA)
University of Kentucky
Bachelor of Science (B.S.), Accounting
ABOUT BRANDY LIVESAY H.
Tenured, multifaceted, and growth-driven professional, with proven skills and experience in diverse aspects of financial services. Expert at managing strategy and development, marketing, distribution and deployment, customer service, project management, operations, risk, and compliance. Adept at applying industry knowledge in compliance with the organizations’ procedures and policies. Armed with leadership and team player aptitudes in collaborating with the team toward attainment of organization’s goals.
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