Sam Patel
Senior Product Manager @Fidelity International
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WORK HISTORY
Senior Product Manager @Fidelity International
Responsible for the maintenance, governance and development of the investment research tools and factsheets provided to platform customers, leading change to deliver a market leading proposition Ownership and delivery of end-to-end customer journeys, in-tool user experience improvements. Proactive management of risk, timely progression of action plans and issue prevention. Support and lead the team, where required, as a senior manager providing steer, direction and support to achieve successful delivery Creating, managing and maintaining a quality backlog that drives improvement Maintain and develop a strong relationship with the data vendors to assist with maintaining market leading, competitive and compliant products and services Maintaining a product backlog of enhancements/changes and liaising closely with the technology and delivery side of the business as a key SME and customer Led launch of flagship sustainable investment finder tool and Illuminate voting engagement tool as well as taking on sustainability ambassador work stream responsibilities
EDUCATION
Royal Holloway, University of London
Bachelor of Science (BSc), Economics
IMC Unit 1 & 2
2004
Trinity School, Croydon, Surrey
A levels, Economics (A), Mathematics (A), Chemistry (B)
CFA charterholder
2013
Prince2 Foundation
2014
CAIA charterholder
2012
SKILLS
ABOUT SAM PATEL
Senior Product Manager for investment research tools at Fidelity…
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