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C.G. (Hopkinton, MA)

C.G. is an accomplished financial services professional with experience achieving results in both small and large entrepreneurial, fast-paced work environments, including 19 years at Fidelity Investments. For the past 9 years, she developed new retirement and money movement products/services distributed to broker/dealers, financial advisors and family offices. Previously, she was a client relationship and on-boarding manager for trust/custody services to 401(k) plans. She is a strategic, out-of-the box thinker, who brings deep knowledge, passion, and a “can-do” mind-set to every project and position. She has demonstrated ability to provide business vision, lead, and collaborate with cross-functional teams (technology, operations, legal, risk, and compliance). Her expertise includes brokerage and banking operations, retirement administration, and business-oriented product and project management. She has a Master of Business Administration (MBA) from Babson College and a Bachelor of Science (BS) from Georgetown University, School of Foreign Service. She is FINRA Series 7 & 63 Licensed and is a Certified Project Management Professional (PMP). Available 20 to 30 hours per week.

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