Courtland Bartosik
Associate, Emerging Leader Program @Fidelity Investments
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WORK HISTORY
Associate, Emerging Leader Program @Fidelity Investments
Durham, NC, US
Rotation One: Fidelity Wealth - Delivery EnablementLed scrum meetings and shadowed multiple agile teams. Presented documentation highlighting opportunities for increased team efficiency.Rotation Two: Fidelity Charitable - Segment MarketingDeveloped and presented a competitive intelligence project. Brought 10 priority projects to completion, including client facing email delivery, developed external partner relationships, and devised a direct mail campaign distribution strategy.Rotation Three: Corporate Affairs - OperationsRegularly validated data for internal partners, offered creative insight for communications dashboards, and reinvented an internal comms survey dashboard for the greater data team.Capstone Project: Enterprise Strategy - Scenario PlanningResearched trends and built a fact base to support projections of what retirement will look like in the next 5-10 years. Worked across BUs to understand the BUs most impacted by the scenario. Developed a synthesis of findings and presented out to the Fidelity executive team.Rotation Four: Fidelity Charitable - Research and InsightsCollaborating closely with the Charitable team to transition into full-time role in research and insights. Currently leading both reactive and proactive research initiatives on customer satisfaction trends and company performance, as well as product development with targeted insights.
EDUCATION
Eugene Ashley High School
High School Diploma
University of North Carolina at Chapel Hill
Media and Journalism
UNC Hussman School of Journalism and Media
Bachelor's degree
ABOUT COURTLAND BARTOSIK
Purpose has always been the through line in my work. From leading initiatives with…
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