Richard Shea
- Role
- Director of Strategy & Planning Brokerage at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Richard Shea
An analytical and critical thinker, with the proven ability to conceptualize; A driven…
Experience
Director of Strategy & Planning Brokerage
Jun 2023 — Present
Maintain and push initiative roadmaps across the Brokerage and Personal Investing space - Create and execute portfolio reviews and prioritization - Create and shepherd bi-weekly key initiative updates for Senior Leadership - Supervise agile acceleration and delivery efforts - Provide \"Big Play\" strategic support
Education
Cornell University
B.S., Industrial & Labor Relations
Harvard Business School Online
Other / Grad
Skills
- Business Strategy
- Microsoft Office
- Dashboarding
- Strategic Initiatives
- Powerpoint
- Agile Project Management
- Strategic Thinking
- Supplier Diversity
- Trend Analysis
- Analytics
- Procurement
- Spend Analysis
- Research
- Strategy
- Sensing & Intelligence
- Business Analysis
- Digital Advice
- Essbase
- Financial Analysis
- Strategic Planning
- Global Strategy
- Economics
- Agile
- Final Cut Pro
- Analysis
- Dunn & Bradstreet
- Microsoft Excel
- Strategic Communications
- Iras
- Factiva
- Social Media
- Video Editing
- Business Intelligence
- Video Production
- Accounts Payable
- Leadership
- Data Analysis
- Marketing
- Market Analysis
- Process Management
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