Fidelity

Andy Bartlett is the Director of Strategy and Reporting at Fidelity Investments, where they have excelled in coaching, mentoring, and employee development since 2019. With a strong track record of implementing process improvements, they successfully created a Data Science Team to enhance operational efficiency and developed a new Quality call model that significantly increased shareholder engagement. Andy's experience includes developing several cost-saving initiatives and leading strategic directions for multiple departments within the organization. They hold a BA in Business with a focus on Finance and Economics from Trinity University and an MBA in Finance from Southern Methodist University.

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