Nicole Poirier
Planning Consultant @Fidelity Investments
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WORK HISTORY
Planning Consultant @Fidelity Investments
Boston, MA, US
EDUCATION
Austin Preparatory School
High School
Elon University - Martha and Spencer Love School of Business
Bachelor's degree
University of the Sunshine Coast
Bachelor's degree
ABOUT NICOLE POIRIER
I’m a data-driven planning professional who enjoys turning complex data into clear, strategic action. In my current role as a Planning Consultant at Fidelity Investments, I support $4B+ in assets across 700+ portfolios, using analytics and advanced Excel modeling to inform allocation strategy and optimize performance. I thrive at the intersection of analysis and collaboration — partnering with stakeholders to uncover insights, identify opportunities, and drive smart, results-oriented decisions. Outside of work, I’m deeply passionate about fitness and performance. As a Yoga Sculpt instructor and long-distance runner (currently training for the Madrid Half Marathon), I’m energized by prioritizing health, staying active, and cultivating a balanced lifestyle.
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