Kate Daniels

Vice President, Wealth Distribution Transformation Lead

Kate Daniels is the Vice President of Distribution Service Model Design & Transformation Lead at Fidelity Investments, where they have held several key leadership roles since 2021. Previously, Kate served as the Director of Integration & Alignment Leader, focusing on enhancing digital experiences and organizational priorities. They also led the RC Transformation Team, fostering a balanced work environment that integrates in-office and remote operations. Kate began their career at Deloitte as an Audit Associate from 2007 to 2009 and holds both a Bachelor of Science and a Master of Science in Accounting from the University of Connecticut.

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Boston, United States

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