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Richard Shea

Director of Strategy & Planning Brokerage @Fidelity Investments

Boston, MA, US
MOBILE NUMBERS
+16•••••••07

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WORK HISTORY

Jun 2023 — Present

Director of Strategy & Planning Brokerage @Fidelity Investments

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

N/A

Cornell University

B.S., Industrial & Labor Relations

N/A

Harvard Business School Online

Other / Grad

SKILLS

Business StrategyMicrosoft OfficeDashboardingStrategic InitiativesPowerpointAgile Project ManagementStrategic ThinkingSupplier DiversityTrend AnalysisAnalyticsProcurementSpend AnalysisResearchStrategySensing & IntelligenceBusiness AnalysisDigital AdviceEssbaseFinancial AnalysisStrategic PlanningGlobal StrategyEconomicsAgileFinal Cut ProAnalysisDunn & BradstreetMicrosoft ExcelStrategic CommunicationsIrasFactivaSocial MediaVideo EditingBusiness IntelligenceVideo ProductionAccounts PayableLeadershipData AnalysisMarketingMarket AnalysisProcess Management

ABOUT RICHARD SHEA

An analytical and critical thinker, with the proven ability to conceptualize; A driven…

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