Fidelity
Katherine Chiarelli is a seasoned professional with extensive experience in data strategy, governance, business operations, and financial analytics at Fidelity Investments since 2006, where responsibilities have included managing large-scale initiatives like the migration of the Fund Accounting system to the cloud and leading teams that ensure efficient operations of finance and accounting applications. Previous roles at John Hancock Financial Services involved management of significant outsourcing agreements and development of financial business cases that achieved substantial cost savings. Early career experience includes positions focused on IT infrastructure project management and auditing at Deloitte. Katherine holds a Bachelor's degree in Computer Information Systems and Accounting from Fairfield University and became a certified SCRUM Master in 2021.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.