George Imura

Director, Business Strategy at Fidelity Investments

Role
Director, Planning Office, Enterprise Strategy & Planning at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers

About George Imura

Over 10 years of finance and strategy experience across Fidelity, Bank of America, and Armed Forces Mutual Life Insurance Co, with deep proficiency in complex financial analysis, strategic investment evaluations, and building financial models that support key business decisions.• Demonstrated ability to quickly understand new business models and technologies, lead large cross-functional initiatives, and drive strategic priorities from concept to execution while maintaining strong organizational and prioritization discipline.• Skilled at transforming complex data into clear, compelling narratives for Fidelity’s executive team; known for recruiting and developing high-performing talent, building strong MBA/undergraduate pipelines, and serving as a trusted mentor to early career professionals.Certifications: CFA, FRM, CAIA, PMP, EAUNC Chapel Hill, MBA, BSBA & BA EconomicsOutside of work, I am a certified personal trainer with a specialization in strength and conditioning. I also enjoy swimming, learning new skills, and hiking with a goal of visiting all US National Parks.

Experience

  1. Director, Planning Office, Enterprise Strategy & Planning

    Fidelity Investments

    Feb 2023 — Present · Boston, MA, US

    Drive high-impact initiatives by blending financial modeling, strategic planning, and cross-functional execution to align business operations with executive goals.

Education

  • UNC Kenan-Flagler Business School

    BS Business Administration - Finance & Real Estate, BA Economics

    2010 — 2014

  • UNC Kenan-Flagler Business School

    MBA

    2017 — 2019

Skills

  • Analysis
  • Data Science
  • Machine Learning
  • Fcff & Fcfe Valuation
  • Equity Valuation
  • Financial Modeling
  • Marketing Brochures
  • Statistics
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Public Speaking
  • Mortgage Lending
  • Data Analysis
  • Investment Banking
  • Dcf Valuation
  • Comparable Analysis
  • Options Strategies
  • Web Development
  • Business Development
  • Econometrics
  • Marketing Strategy
  • Direct Marketing
  • Finance

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George Imura — Director, Planning Office, Enterprise Strategy & Planning at Fidelity Investments in Boston, MA, US | Unifers