Katherine Connelly is an experienced financial services professional currently serving as the Director of Strategy and Planning at Fidelity Institutional. With a strong background in Business and Portfolio Strategy, Mergers & Acquisitions, and Client Onboarding, they are known for their strategic thinking and leadership skills. Katherine previously held several senior roles at Fidelity Investments, including Senior Director of Practice Management & Consulting, where they managed analytics-driven client engagements. They gained extensive experience at State Street LLC, serving as Vice President and managing various initiatives in business development and client onboarding. Katherine earned a BS in Political Science and History from Stonehill College.
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