Karan Nanda in

Karan Nanda

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Director - Product Management at Fidelity Investments
📍 Dallas-Fort Worth Metroplex, United States

Karan is a global technology leader with over 20 years of experience driving AI-powered digital transformations at top financial services firms like Fidelity Investments and Prudential. He holds an MBA from the Indian Institute of Technology and is described by colleagues as intelligent, hardworking, and adept at solving complex problems.

Outside of his corporate roles, Karan contributes his strategic expertise to community development as a board member for the Renaissance Development Centre. He maintains a keen interest in the evolution of financial technology and the collaborative potential between established institutions and FinTech startups.

Unique fact: Karan has authored multiple publications focused on calculating ROI and enhancing the user experience for Siebel Open UI implementations.

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Experience
14 Years
Current Role
Director - Product Management
Job Level
Mid-senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Karan cares about

AI in Wealth Management
His career focuses on delivering AI-powered digital transformations to drive growth and innovation for wealth management firms and RIAs.
CRM Platform Strategy
He has extensive experience leading enhancements for CRM platforms like Salesforce to improve advisor excellence and the overall customer experience.
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Career

Work history

5-2023
Director - Product Management
Fidelity Investments
5-2023
Director - Cloud and Data
Kforce Inc
9-2017 - 2-2021
Director - Strategic Business Initiatives
Prudential Financial
1-2008 - 9-2017
Client Partner
Infosys
2-2014 - 2-2016
Member Board Of Directors
Renaissance Development Centre
In the press

Media appearances

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Education
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Roorkee
B.Tech
Kurukshetra University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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