Heidi Toland

SVP Capital Markets | Head of Strategy & Planning, Regulatory Reporting

Role
SVP Head of Strategy, Planning & Regulatory Reporting Fidelity Capital Markets at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers

About Heidi Toland

Strategic financial services leader with 18+ years of experience driving product innovation, client engagement, and enterprise transformation across institutional brokerage. Proven track record in building and scaling platforms, leading high-impact teams, and unlocking new revenue opportunities while also spearheading organizational redesign and regulatory change initiatives. Trusted advisor to executive leadership with the ability to balance growth, risk management, and operational excellence.

Experience

  1. SVP Head of Strategy, Planning & Regulatory Reporting Fidelity Capital Markets

    Fidelity Investments

    Mar 2024 — Present · Boston, MA, US

Education

  • Fordham University

    Bachelor of Arts (B.A.), Anthropology

  • MIT Sloan School of Management

    MBA

Skills

  • Series 24
  • Series 63
  • Series 7
  • Hedge Funds
  • Bloomberg
  • Securities
  • Client Services

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Heidi Toland — SVP Head of Strategy, Planning & Regulatory Reporting Fidelity Capital Markets at Fidelity Investments in Boston, MA, US | Unifers