David Wakefield

David Wakefield is an energetic and results-driven finance executive with a robust background in finance, treasury, and strategy. Currently, they serve as the Head of Finance and Strategy for Fund Brokerage Operations & Technology at Fidelity Investments, overseeing financial strategy and operations platforms. Prior to this role, David accumulated extensive experience at Fidelity in multiple leadership positions, including Head of Finance for Fidelity Clearing & Custody Solutions and CFO for Fidelity Institutional. Their career also includes analyst roles at VIGIC Services and Morgan Stanley, as well as an associate position at Duff & Phelps Capital Partners. David holds a degree from Babson College's Franklin W. Olin Graduate School of Business.