Bridget Dunn
Digital Product Management || Financial Services / Taxes / Retirement
- Role
- Digital Product Consultant at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Bridget Dunn
Delivering innovative and intuitive digital experiences on complex topics for nearly 10 years with experience in financial services, taxes, retirement planning, and insurance.
Experience
Digital Product Consultant
Jan 2022 — Present · Boston, MA, US
Provide product management leadership in the creation of multiple new digital solutions for Fidelity\'s clients and advisors, including- Withdrawal from Savings, a new experience in Fidelityʼs core planning application (5.5M users/year) educating retirees on their personalized tax-advantaged withdrawal strategies- Retirement Strategies Tax Estimator, a first-of-its-kind 1099 calculator allowing users to model the impact of hypothetical strategies (i.e. Roth conversion, charitable giving) on their tax bill-\"Your bridge to Medicare\" resource for those navigating the gap between retirement & Medicare eligibility
Education
Wellesley College
Bachelor's Degree, Economics
2011 — 2015
Bentley University - McCallum Graduate School of Business
Master of Business Administration - MBA, Information Technology
2018 — 2020
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