Khalid Al-Kofahi

Trailblazer
DISC Type : ID

SVP, Head of AI. Personal Investments at Fidelity at Fidelity Investments

Greater Boston, United States

Overview

Khalid is a technology executive and scientist leading the AI team for Personal Investing at Fidelity. With a PhD from Rensselaer Polytechnic Institute, he has a long track record of developing AI-powered solutions, notably during a 25-year tenure at Thomson Reuters where he led the Center for AI and Cognitive Computing. Colleagues describe him as brilliant and extraordinarily knowledgeable.

Outside of his extensive professional life, Khalid is known as a dedicated family man and a supportive elder brother to his two younger brothers, who are also accomplished professionals in the technology and AI fields. This strong family connection appears to be a core part of his personal life.

An interesting fact: Khalids distinguished 25-year career at Thomson Reuters began with a role as a summer intern.

Personality Overview

Achievement-Oriented

Assertive

Charismatic

They are more likely to be open to unproven but exciting technologies.  They are charming and have the ability to align others behind their decisions. They do not mind taking risks and can make hard decisions, if necessary.

Topics They Care About

Applied AI Solutions
Currently leads Fidelity's AI team for Personal Investing and previously headed Thomson Reuters' Center for AI, focusing on simplifying and automating knowledge-based work.
Responsible AI
Contributed to the book "Responsible AI: A Global Policy Framework, " focusing on the ethical principles required for the successful development and deployment of AI applications.
Legal & Regulatory Tech
Spent 25 years at Thomson Reuters developing AI for the legal industry and holds multiple patents for systems that identify and analyze relevant legal documents.

Media Appearances

Khalid has no verified media appearances

Work History

8-2020
SVP, Head of AI. Personal Investments at Fidelity at Fidelity Investments
9-2016 - 8-2020
Vice President, R&D. Head: Center for AI & Cognitive Computing at Thomson Reuters
1-2012 - 8-2020
Vice President, R&D at Thomson Reuters
2-2010 - 12-2011
Vice President, R&D, Corporate Technology at Thomson Reuters
6-2004 - 7-2006
Director, Technology R&D at Thomson Legal & Regulatory

Education

1993 - 2000
PhD from Rensselaer Polytechnic Institute
1991 - 1993
M.Sc. from Rochester Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Boston, United States Job Level : Leadership Designation : SVP, Head of AI. Personal Investments at Fidelity at Fidelity Investments
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Insights For Selling To Khalid

During A Call Or A Meeting

DO's

  • Talk about yourself and some of your achievements at the start of the conversation
  • Help them visualize the impact of their decision
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Khalid is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Khalid

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Khalid move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Khalid take some risk or not?

  • They can take risks if necessary.

You And Khalid

Personality Compatibility


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