Nancy Kwan Email & Phone Number
Senior Vice President, Digital Transformation and Paper Elimination @ Fidelity Investments
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Nancy Kwan Location
- Boston, MA, US
Nancy Kwan Work
- Senior Vice President, Digital Transformation and Paper Elimination @ (June 2025 - Present)
- SVP, Head of Workplace Segment @ (February 2023 - May 2025)
- SVP, Head of Financial Wellness @ (January 2022 - January 2023)
- Vice President, AI-powered Virtual Assistant Solutions @ (April 2019 - March 2022)
- Vice President, Wealth Management @ (January 2018 - April 2019)
- Vice President, Retirement and Strategic Initiatives @ (January 2015 - December 2017)
- Director, Retirement Product Management and Growth Strategy @ (April 2011 - December 2014)
- Vice President, Consultant @ (May 2005 - April 2011)
- Manager @ (November 1998 - May 2005)
Nancy Kwan Education
- Boston University
Bachelor
1994-1998 - Boston Latin School 1994
Nancy Kwan Skills
- Financial Services
- Business Analysis
- Vendor Management
- Business Process Improvement
- Program Management
- Analytics
- Strategy
- Process Improvement
- Management Consulting
- Risk Management
- Product Management
- Relationship Management
- Business Strategy
Nancy Kwan Summary
- Nancy Kwan, based in Boston, MA, US, is currently a Senior Vice President, Digital Transformation and Paper Elimination at Fidelity Investments. Nancy Kwan brings experience from previous roles at Fidelity Investments. Nancy Kwan holds a 1994 - 1998 Bachelor @ Boston University. With a robust skill set that includes Financial Services, Business Analysis, Vendor Management, Business Process Improvement, Program Management and more. Nancy Kwan has 2 emails and 2 mobile phone numbers on RocketReach.
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