Jeffrey Young
Director, Uncovered Customer Strategy & Insights @Fidelity Investments
Watertown, MA, US
EMAILS
j••••••••@fidelity.com
MOBILE NUMBERS
+16•••••••95
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WORK HISTORY
Jun 2022 — Present
Director, Uncovered Customer Strategy & Insights @Fidelity Investments
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Lead a team of business strategy analysts and data analytics partners with the goal of driving engagement and improving financial outcomes for our 13+ million customers in Personal Investing not in a formalized advice relationship. I provide leadership for our engagement strategies through qualitative and quantitative analytics, opportunity sizing, and recommendation development.
SKILLS
LeadershipBusiness AnalysisDefined ContributionPresentationsProject ManagementMutual FundsTableau DevelopmentBusiness ReportingVendor ManagementBusiness PlanningStrategic PlanningReporting & AnalysisBusiness AnalyticsProcess ControlCapacity PlanningData GovernanceData AnalyticsThought LeadershipManagementProgram ManagementData AnalysisOperational ExecutionProcess ImprovementDefined BenefitBusiness IntelligenceData MiningStrategy Execution
ABOUT JEFFREY YOUNG
Leader with passion to use data and technology to drive actionable insights and improve…
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