Phil Doherty
Leader-Fidelity Investments
- Role
- Director-fidelity Investments Policy & Mygps at Fidelity Investments
- Location
- Stoughton, MA, US
- LinkedIn followers
- 500 followers
Experience
Director-fidelity Investments Policy & Mygps
Sep 1995 — Present
I manage a team of Technical writers that support an organization of 325 Service associates and Management. We are responsible for partnering with the business to write, publish and communicate new and updated Policies and Procedures for the Transfer Agent. Additionally, we are responsible for partnering with the business, risk & compliance groups, AML and Fraud teams to help the business navigate through challenging transactional requests to help deliver an outstanding service experience for our customers.
Education
University of Massachusetts Amherst
BA
1987 — 1991
Skills
- Leadership
- Trading
- Banking
- Mutual Funds
- Risk Management
- Investments
- Business Analysis
- Financial Services
- Cash Management
- Credit
- Internal Controls
- Strategic Planning
- Project Management
- Financial Analysis
- Training
- Management
- Account Reconciliation
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.