Roger Curylo

About Roger Curylo

As a past senior executive, I’ve spent 30+ years steering organizations toward sustainable growth in C-suite, board leadership & committee chair positions. Currently, I\'ve transitioned to work with individuals and families as a Financial Advisor. I work with these clients to help make sure they have prudent investment portfolios and hopefully will leave a lasting legacy. My experience includes:RISK MANAGEMENT & FINANCIAL ANALYSISAs a financial analyst, I’ve been a resource for CEOs and senior leaders to break down complex financial statements, analyze data and communicate conclusions and recommendations in easily understandable terms. CULTURE CHANGE, PROJECT MANAGEMENT & PROGRAM DEVELOPMENTI’m a progressive thinker I am committed to leading culture change and developing programs and policies. I value soliciting insights from diverse teams of the brightest minds and subject matter experts. I’ve selected and led global and multi-regional teams of top financial analysts to bring the solutions to clients in a collaborative way.GLOBAL & LOCAL LEADERSHIPMy leadership experience spans the US and the globe, navigating multiple time zones and languages with teams in locations including Puerto Rico, London and Tokyo. I’m proud to serve on the Advisory Board of New Jersey City University, where I helped develop a Master’s program curriculum to suit the needs of our diverse local region.

Experience

1. Senior Vice President, Chief Risk Officer

   Fidelity Investments

   Nov 2006 — Present · New York, NY, US

   2.8 Trillion Total Assets Under Administration | 345K Daily Average Revenue Trades for Q1 | 2,800 Employees (As of 3/31/20)Oversee risk management including Credit Risk and Customer Protection and the Strategy & Program Management Office. Lead associates across New York, New Jersey, Smithfield, Boston, Chicago, Westlake, and Albuquerque. Draw on financial analysis expertise and the insight of a carefully selected team of analysts to balance risk and reward. Relied on to assess and mitigate threats to FI’s capital and earnings, providing sound reasoning for all business decisions. Ensure compliance with regulations. HIGHLIGHTSCHAIR | Alternative Investment Governance Committee •Risk led growth of alternative investment products from $6 billion to $30 billion since 2009.BOARD MEMBER | Fidelity Institutional Wealth Advisor •Oversaw the buildout of FI’s proprietary managed account solutions platform as lead risk executive.CHAIR | Fidelity Institutional Business Acceptance Committees •Drove steady increases in revenue via implementation of full risk, operational and financial reviews for all clients onboarding to the FI platform and subsequent termination of hundreds of clients.EXECUTIVE SPONSOR | Talent Acceleration Program •Accelerated growth of junior and mid-level associates by developing “TAP Academy”, a collaboration with local universities to marry in-house training with academia, improving staff retention and morale.REGIONAL LEADER | New York and New Jersey•Voice of the region carrying a positive presence and representing interests, associates and leaders.•Fostered diversity and inclusion by promoting activity within Employee Resource Groups, including Aspire, Pride, Young Professionals and Women’s Leadership.•Developed improvement plans, provided insightful information to Fidelity’s executives and created awareness of talent across the region.CHAIR | Fidelity Institutional Risk Committee & Fidelity Investments Bank Risk Committee

Education

• Manufacturers Hanover Trust Company

  Credit Training Program

• Lafayette College

  Bachelor of Science, Economics & Finance

  1982

Skills

• Series 7
• Series 63
• Series 14 and Series 8