Colleen Casey Email & Phone Number
VP, Squad Lead Client Reporting and Analytics @ Fidelity Investments
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Colleen Casey Location
- Beverly, MA, US
Colleen Casey Work
- VP, Squad Lead Client Reporting and Analytics @ (March 2025 - Present)
- AVP, Data Transformation and Strategy @ (August 2023 - November 2024)
- Head of US Retirement Business Intelligence @ (March 2022 - August 2023)
- Director, Business Intelligence and Reporting @ (July 2011 - March 2022)
- Manager, Sales Analytics @ (January 2010 - July 2011)
- Manager, Competitive Strategy @ (January 2006 - January 2010)
Colleen Casey Education
- Boston College Carroll School of Management
MBA
2003-2005 - University of Massachusetts Amherst
Business
1995-1999
Colleen Casey Skills
- 63 Licenses
- Analytical Skills
- Analytics
- Business Analytics
- Business Development
- Business Insights
- Business Intelligence (BI)
- Business Intelligence Tools
- Business Strategy
- Coaching
- Competitive Intelligence
- Data Analysis
- Data Strategies
- Decision-Making
- Design Thinking
- Executive Reporting
- Finance
- Financial Analysis
- Financial Services
- KPI Reports
- Leadership
- Management
- Market Intelligence
- People Development
- People Management
- Product Development
- Productivity Improvement
- Project Management
- Reporting
- Reporting & Analysis
- Salesforce.com
- Series 6
- Series 63
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Teamwork
- Wealth Management
Colleen Casey Summary
- Colleen Casey, based in Beverly, MA, US, is currently a VP, Squad Lead Client Reporting and Analytics at Fidelity Investments. Colleen Casey brings experience from previous roles at John Hancock Retirement. Colleen Casey holds a 2003 - 2005 MBA @ Boston College Carroll School of Management. With a robust skill set that includes 63 Licenses, Analytical Skills, Analytics, Business Analytics, Business Development and more. Colleen Casey has 1 emails and 2 mobile phone numbers on RocketReach.
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