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I have a rare combination of skills and experience that bridge financial services and social business.

Financial Services:

As a financial services industry veteran with 20 years of experience in roles spanning customer service, finance and investment advice and management. I have worked at world-class firms such as Fidelity Investments, State Street Corporation, The Pioneer Group and BFDS.

I have worked in both retail and institutional businesses and have a deep understanding of the challenges and opportunities that exist at their intersection.

I spent significant time in channel management for phones operations and web development at Fidelity where I developed a keen appreciation for...

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