Bill Mitchell

Bill Mitchell is a retired Vice President of Trust Product at Fidelity Investments, where they led teams in client service and operations for major financial clients. With a Bachelor of Arts in Economics from Brandeis University, they demonstrated expertise in trust administration, plan administration, and investment management servicing throughout their career. Bill has successfully managed teams, driven process improvements, and developed innovative solutions to enhance client satisfaction and reduce risk. Prior to their tenure at Fidelity, they held various roles at Bank of Boston and The Boston Company, cultivating strong client relationships in the financial sector.