Highlights

Pam brings over 18 years of business and technology leadership and results in strategy and planning, software delivery, business and transformation, service model design, process design, go-to-market design and organization development and alignment in financial services.

Specialties

Strategic Planning, IT and Business Planning, Software Delivery, Portfolio Management, Agile, Process Design, Program Management, Operating Models, Change Management, Workforce Strategy and Planning

Relevant Experience

  • Led pension transformation strategy, planning and delivery for retirement business including architecture and roadmaps for self service transactions, dramatically reducing cycle times and error rates
  • Led due diligence efforts for technology and operations recommendations for business acquisitions
  • Led the vision and design for go-to-market strategy for Fidelity’s workplace investing distribution organization, including data-driven segmentation and service model design
  • Led small business financial services concept, tech and ops strategy and business case development integrating personal, retail and workplace services
  • Designed and delivered data-driven playbooks, enablement tools and processes, service model design and scorecard alignment to increase product adoption and standardization of services
  • Led strategic planning and rollout for Fidelity’s Emerging Corporate Market leadership team
  • Design and delivery of sales tools for scalable online sales to order

Prior Positions Held

  • Managing Director, Client Systems Technology – TIAA
  • COO – Acceleration Retirement
  • Vice President, Strategy and Portfolio Delivery – Fidelity Investments
  • Vice President, ECM Systems Development – Fidelity Investments
  • CIO – Cadence Network
  • Vice President, Data, Infrastructure and Information Systems – LexisNexis

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