Kristin White in

Kristin White

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Chief Financial Officer, Fidelity Brokerage at Fidelity Investments
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
21 Years
Current Role
Chief Financial Officer, Fidelity Brokerage
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

How Kristin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kristin cares about

Strategic Priorities
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Career

Work history

12-2023
Chief Financial Officer, Fidelity Brokerage
Fidelity Investments
1-2021 - 12-2023
SVP, Head of Distribution Finance, Personal Investing
Fidelity Investments
3-2019 - 1-2021
SVP, Head of Central Finance, Personal Investing
Fidelity Investments
11-2017 - 3-2019
SVP, Head Of Finance, Fidelity Capital Markets
Fidelity Investments
5-2012 - 11-2017
Vice President, Business Performance Analysis
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
Master of Business Administration (MBA)
Babson F.W. Olin Graduate School of Business
1992 - 1996
BS
Providence College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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