Jordan Mooney

Finance Director at Fidelity Investments

Role: Finance Director at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Finance Director
Fidelity Investments
Dec 2023 — Present · Boston, MA, US

Education

Boston University Questrom School of Business
Master of Business Administration - MBA
2018 — 2020
University of Massachusetts Boston
Bachelor of Arts (BA)
2008 — 2012

Skills

Portfolio Management
Treasury
Municipal Bonds
Debt Management
Economics
Mutual Funds
Securities
Advent Portflio Exchange
Fixed Income
Financial Modeling
Interest Rate Swaps
Bond Markets
Investments
Equities
Analysis
Budget Management
Performance Measurement
Derivatives
Financial Analysis

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

Finance Director

Education

Boston University Questrom School of Business

University of Massachusetts Boston

Skills

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