Shelli brings over 25 years of experience across the financial services, benefits administration and technology industries. She has had proven success in defining business strategies that translate into actionable initiatives.


Strategic Marketing, Global Sales and Distribution, Product Management and Development, Implementation, Institutional Relationship Management

Relevant Experience

  • As the Marketing Practice Director for BridgePoint, Shelli leads the development of BridgePoint’s marketing IP as well as all marketing consulting engagements. She has significant hands-on experience helping industry firms position businesses and products as well as streamline marketing operations and enhance strategic capabilities. She also serves as CMO for our firm
  • Previously, she was the VP of Global Marketing for Avid Technology, managing lead generation for both direct and channel teams as well as global events, internal creative agency and marketing operations
  • Shelli previously held the position of SVP of Marketing for Fidelity’s Benefits Outsourcing Business as the new business venture was formed and building a brand presence in the BPO and Human Capital space
  • She was also previously the head of marketing for TIAA-CREF’s Asset Management Company, inclusive of both annuities and mutual funds
  • Shelli has vast experience managing corporate thought leadership activities as well as leading business strategy, market research and voice of the customer initiatives. She has also held Product Marketing and Product Management roles, driving the successful launch of many new products

Prior Positions Held

  • Vice President, Global Marketing – Avid Technology
  • Vice President, Asset Management Marketing – TIAA-CREF
  • Vice President, Institutional Product Marketing – TIAA-CREF
  • Senior Vice President, Marketing – Fidelity Investments Benefits Outsourcing Division
  • Senior Vice President, Strategic Marketing – Fidelity Investments Institutional Retirement Division