Nick Colongeli

About Nick Colongeli

I’m the product lead for a segment of Fidelity’s tax-exempt market. That means I lead a talented team of product analysts building new, simple retirement plans for smaller not for profit institutions who need us most. Prior to that, I was part of Fidelity’s internal strategy consulting team where I led consulting engagements across our retail, workplace, and asset managment lines of business. I attended Bryant University where I built my foundation and started my journey in the financial services industry as an intern at Fidelity while finishing my degree. After 5 years at Fidelity, I attended Babson College where I refined my entrepreneurship skills ad part of their accelerated MBA program in partnership with students from the Stockholm School of Economics. I grew up in Franconia, a small town in the white mountains of New Hampshire and enjoy visiting often.

Experience

1. VP, Team Leader, Tax Exempt Core Product

   Fidelity Investments

   Feb 2022 — Present

   Lead product design, service model development, and sales/servicing enablement for a new suite of retirement offerings. Responsible for successful delivery of 5 new products, partnerships with supporting vendors, and go-to-market model to achieve aggressive multi-year growth targets

Education

• Bryant University

  BS, Finance, Economics, Law

  2006 — 2010

• Babson F.W. Olin Graduate School of Business

  MBA, Entrepreneurship

  2015 — 2017

Skills

• Strategic Financial Planning
• Investments
• Financial Analysis
• Financial Risk
• Financial Reporting
• Business Analysis
• Strategy
• Finance
• Financial Modeling
• Process Improvement
• Financial Forecasting
• Essbase
• Risk Analysis
• Internal Audit
• Auditing
• Business Development
• Project Management
• Business Strategy
• Strategic Planning
• Capital & Expense Budget Management
• Competitive Cost Analysis
• Strategic Business Initiatives
• Management Consulting
• Data Analysis
• Entrepreneurship