Jeff Plattner

Director, Analytics and Insights | Tableau Public Ambassador

Role: Director, Analytics and Insights at Fidelity Investments
Location: Minneapolis, MN, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Director, Analytics and Insights
Fidelity Investments
Nov 2022 — Present

Education

Bemidji State University
Bachelor of Arts, Sport Management
2001 — 2005

Skills

Inventory Management
Event Management
Demand Planning
Tableau
Data Analysis
Data Visualization
Nielsen Data
Iri Data
Microsoft Office
Sap
Cognos
Sap Bi
Team Leadership
Process Improvement

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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Experience

Director, Analytics and Insights

Education

Bemidji State University

Skills

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