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