Katie Desai is a dynamic wealth management leader and consulting strategist with deep expertise in asset management and technology. Currently serving as SVP at Fidelity Investments, Katie leads the Client Consulting organization, delivering strategic insights and technology solutions to a range of institutional clients. Previously, they headed Fidelity Institutional Portfolio Management, where they restructured teams and modernized workflows to enhance decision-making and customer value. With a career spanning various sales and relationship management roles, Katie has consistently driven growth and maximized portfolio performance across multiple financial services sectors. They hold a Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania.
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