Beau Zhao
Director at Fidelity Investments | Greater Boston
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Beau Zhao is a dynamic Director at Fidelity Investments, where he leverages his extensive expertise in financial services to drive innovative solutions for retirement planning across diverse global markets. With a robust academic foundation, including a Master’s degree in Finance from the prestigious Massachusetts Institute of Technology Sloan School of Management, Beau has cultivated a unique blend of analytical and creative skills that set him apart in the industry. His work focuses on understanding and optimizing country-specific pension systems in key markets such as Canada, Germany, Hong Kong, Japan, Mainland China, the United Kingdom, and the United States.
One of Beau's hallmark achievements is the development of Fidelity's comprehensive retirement savings guidelines tailored to each market, ensuring that clients receive relevant and actionable advice. He has also pioneered a scoring methodology that assesses financial well-being by evaluating critical factors such as budgeting, debt management, savings habits, and insurance coverage. This innovative framework not only enhances client engagement but also empowers individuals to make informed financial decisions.
In addition to his technical prowess in tools like Microsoft Excel and Matlab, Beau's leadership skills shine through in his ability to foster collaboration and creativity within his team. His passion for market research and business strategy is complemented by his artistic side, as he is also an accomplished music composer and pianist. This unique combination of skills and interests enables Beau to approach challenges with a fresh perspective, driving impactful results in the ever-evolving landscape of financial services.
Director at Fidelity Investments in December 2018 to Present
Senior Associate at Fidelity Investments in June 2015 to November 2018
Candidate for Master of Finance at MIT Sloan School of Management in September 2014 to June 2015
Operational Retail Intern at Brioni in February 2014 to May 2014
Summer Researcher at New York University in May 2013 to September 2013
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Analytical Skills
Creativity Skills
Microsoft Excel
Matlab
Leadership
JavaScript
Operations Research
Market Research
Business Strategy
Composition
Piano Performance
PowerPoint
Microsoft Office
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Discover more about Fidelity InvestmentsWhat is Beau Zhao email address?
Email Beau Zhao at [email protected]. This email is the most updated Beau Zhao email found in 2026.
How to contact Beau Zhao?
To contact Beau Zhao send an email to [email protected]. (updated on November 04, 2024)
What company does Beau Zhao work for?
Beau Zhao works for Fidelity Investments
What is Beau Zhao's role at Fidelity Investments?
Beau Zhao is Director
What is Beau Zhao's Phone Number?
Beau Zhao's phone (**) *** *** 652
What industry does Beau Zhao work in?
Beau Zhao works in the Investment Management industry.
Beau Zhao Email Addresses
Beau Zhao Phone Numbers
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