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AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Senior Vice President of Data Science and Artificial Intelligence, Workplace Investing at Fidelity Investments.
• Big Data, AI / Data Science, Marketing, Risk, and Finance executive and thought leader/innovator with over three decades of experience in applying or managing quantitative analytics • Extensive consulting experience in applying analytics to a wide variety of business areas, such as Risk Management, Financial Econometrics, Investment, Database Marketing, Market Research, Customer Relationship Management, Advertising & Media Mix, Product Development, Transportation Analysis, Operations Management, and Human Resource Analytics • Consulting experience in numerous industries such as Financial Services, Telecommunication, Transportation, Technology, Energy, and Non-profit • Expertise in utilizing methods from experimental design to observational data to advanced survey research to complex simulations for predictions, generating causal insights, and driving business decisions • Frequently invited speaker at conferences Specialties: Predictive Analytics; Data Science; Data Mining; Artificial Intelligence; Machine Learning; Marketing Analytics; Risk Analytics; Customer Relationship Management; Statistical Analysis; Market Research; Marketing-Mix Analysis; Quantitative Finance; Performance Management; Business Analytics; Prescriptive Analytics; Optimization under Uncertainty; Human Resource Analytics; Policy Evaluation; Causal Inference; Monte Carlo Simulation; Stress Tests; Operational Risk; Enterprise Risk Management; Insurance & Actuarial Science; Financial Econometrics; Forecasting
The University of British Columbia
Postdoctoral Research Fellow, Management Science, Sauder School of Business
January 1, 1992 – January 1, 1994
The University of Hong Kong
PhD, Statistics
January 1, 1990 – January 1, 1992
Lancaster University
MSc with Distinction, Operational Research, Lancaster University Management School
January 1, 1988 – January 1, 1989
The Hong Kong Polytechnic University
Higher Diploma with Distinction, Mathematics, Statistics, and Computing
January 1, 1985 – January 1, 1988
Fidelity Investments
Senior Vice President, AI Ethics Leader, formerly Data Science and Artificial Intelligence
January 1, 2021 – Present
Fidelity Investments
Center of Excellence Leader, Data Science & AI; Head of Data Science and AI, Workplace Solutions
July 1, 2017 – December 1, 2020
Fidelity Investments
Vice President, Data Science, Healthcare and Total Well-being; Workplace Solutions
December 1, 2016 – June 1, 2017
Fidelity Investments
Vice President, Data Science, Workplace Investing
May 1, 2015 – December 1, 2016
Fidelity Investments
Vice President, Managerial Finance, previously Insurance & Risk Management
May 1, 2009 – May 1, 2015
Fidelity Investments
Vice President, Head of Decision Sciences / Marketing Sciences
July 1, 2000 – April 1, 2009
FleetBoston Financial / Fleet Bank (now part of Bank of America)
Vice President and Manager of Modeling and Analysis / VP and Lead Analytic Consultant
March 1, 1998 – July 1, 2000
Mercer Management Consulting (now Oliver Wyman)
Senior Associate (96-98); Associate (94-95)
January 1, 1994 – January 1, 1998
The University of British Columbia
Postdoctoral Teaching Fellow, Management Sciences Division, Sauder School of Business
September 1, 1992 – May 1, 1994
Vancouver, BC, Canada
Global Impact: Business Ethics (Coursera)
University of Illinois Urbana-Champaign
June 24, 2026 – Present
Program on Negotiation for Senior Executives
Harvard Law School
June 24, 2026 – Present
An Introduction to Causal Inference
Harvard T.H. Chan School of Public Health
June 24, 2026 – Present
Game Theory (Coursera)
Stanford University
June 24, 2026 – Present
Introduction to Quantum Computing for Everyone (edX)
University of Chicago
June 24, 2026 – Present
Probabilistic Graphical Models (Coursera)
Stanford University
June 24, 2026 – Present
Chartered Statistician
The Royal Statistical Society
June 24, 2026 – Present
Complex Systems Modeling and Networks
New England Complex Systems Institute
June 24, 2026 – Present
Bias and Discrimination in AI (edX)
Université de Montréal
June 24, 2026 – Present
Chartered Scientist
The Science Council
June 24, 2026 – Present
Cultural Fit Analysis
The candidate's background demonstrates a strong fit for a data-driven, innovative, and ethically conscious culture. Their experience in leading diverse projects and teams, coupled with a focus on education and governance, suggests an ability to collaborate across functions and promote best practices. The breadth of their experience, from foundational analytics to advanced AI ethics, indicates adaptability and a comprehensive understanding of the data lifecycle, which would be valuable in a dynamic organizational environment.
Soft Skills & Operational Fit
The candidate's extensive leadership roles, experience in building and managing teams, and focus on data literacy education suggest strong communication, mentorship, and strategic thinking skills. Their involvement in AI ethics indicates a strong sense of responsibility and foresight. The long tenure at Fidelity Investments demonstrates loyalty and the ability to drive long-term initiatives. The academic background and continuous certifications imply a strong drive for learning and intellectual curiosity.