Brad W
Director: Sales Operations at Fidelity Investments | Greater Boston
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As the Director of Sales Operations at Fidelity Investments, Brad W. Weissman plays a pivotal role in shaping the strategic direction of the company's expansive retail channel, which spans over 180 locations nationwide. With a robust background in finance and accounting, Mr. Weissman leverages his expertise to provide critical insights and analytics that drive operational efficiency and enhance the client experience. His responsibilities include identifying, recommending, designing, and implementing process and policy enhancements that not only streamline operations but also eliminate friction points for both clients and associates.
Brad's consultative support extends to a distributed sales network comprising more than 2,200 associates and 950 support personnel, ensuring that each team member is equipped with the tools and strategies necessary to excel in their roles. His leadership is characterized by a commitment to fostering collaboration across cross-functional teams, enabling Fidelity to maintain its competitive edge in the financial services industry.
In his previous roles at Fidelity, Brad has demonstrated a keen ability to analyze complex financial data and develop strategic financial plans that align with the company's long-term goals. His proficiency in business analysis, coupled with his MBA education, allows him to navigate decentralized operations while implementing centralized processes that enhance overall productivity. As he continues to lead key projects aimed at optimizing sales operations, Brad remains dedicated to driving innovation and delivering exceptional value to Fidelity's clients and stakeholders alike.
Director: Sales Operations at Fidelity Investments in December 2020 to December 2024
Business Analysis Consultant at Fidelity Investments in October 2014 to December 2020
Instructor at Southern New Hampshire University in September 2013 to December 2016
Financial Analyst IV (Senior Financial Analyst) at Fidelity Investments in February 2006 to October 2014
Instructor at New England College of Business and Finance in June 2010 to June 2014
Adjunct Professor at Johnson & Wales University in December 2010 to November 2011
Teaching Assistant at New England College of Business and Finance in October 2009 to June 2010
Regional Finance Manager at Cleanharbors Environmental Services, Incorporated in June 2001 to February 2006
Consultant at Deloitte & Touche in January 1999 to January 2001
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Salesforce.com
Customer Relationship Management (CRM)
Data Analysis
Toad
Microsoft Excel
Auditing
Presentations
Financial Analysis
Finance
Budgets
Financial Modeling
Leadership
Strategy
Analysis
Management
Business Analysis
Strategic Financial Planning
Variance Analysis
Building Relationships
Accounting
Emotional Intelligence
Acquisition Integration
Budgeting
KPI Dashboards
Customer Segmentation Strategy
MBA Educated
NPV
Hyperion Essbase
Big Four Public Accounting
Decentralized Operations / Centralized Processes
IRR
Sales Operations
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Discover more about Fidelity InvestmentsWhat is Brad W email address?
Email Brad W at [email protected] and [email protected]. This email is the most updated Brad W email found in 2026.
What is Brad W phone number?
Brad W phone number is +16176209207.
How to contact Brad W?
To contact Brad W send an email to [email protected] or [email protected]. If you want to call Brad W try calling on +16176209207.
What company does Brad W work for?
Brad W works for Fidelity Investments
What is Brad W's role at Fidelity Investments?
Brad W is Director: Sales Operations
What industry does Brad W work in?
Brad W works in the Investment Management industry.
Brad W Email Addresses
Brad W Phone Numbers
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