Monica Ochoa-Dennis

Inquirer
DISC Type : cd

Vice President, Performance, Analytics, and Digital Operations at Fidelity Investments

Dallas-Fort Worth Metroplex, United States

Overview

Monica Ochoa-Dennis is a results-driven operations leader at Fidelity Investments with expertise in process re-engineering and continuous improvement across financial services, transportation, and consumer goods. She holds an MBA and is pursuing a Doctor of Business Administration. Colleagues describe her as talented, dynamic, and mature.

As a first-generation Latina, Monica is passionate about mentorship and community. She is a mentor for the Fidelity Scholars program and actively supports Hispanic Heritage Month initiatives. She also engages with professional organizations like the Association of Latino Professionals For America (ALPFA).

She has facilitated an “Emotional Intelligence for Leaders” workshop for an ALPFA Executive Leadership Summit.

Personality Overview

Hard To Convince

Demanding

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Operational Excellence
Her career at Fidelity and Goldman Sachs has focused on operations excellence, process re-engineering, and continuous improvement to drive efficiency and growth.
Diversity & Inclusion
Holds a DEI certification and actively participates in Hispanic Heritage Month events and employee resource groups, identifying as a first-generation Latina.
Mentoring Students
Serves as an inaugural mentor for the Fidelity Scholars program, guiding students through college and into their careers, drawing on her own experiences.

Media Appearances

Monica has no verified media appearances

Work History

11-2023
Vice President, Performance, Analytics, and Digital Operations at Fidelity Investments
9-2021 - 11-2023
Vice President, Operations Strategy & Performance Delivery at Fidelity Investments
9-2019 - 9-2021
Vice President, Operations Excellence at Fidelity Investments
7-2018 - 8-2019
Vice President, Process Engineering at Goldman Sachs
5-2017 - 7-2018
Sr. Manager, Store Operations at Lennox International

Education

Doctor of Business Administration from University of the Incarnate Word
Master of Science from Johnson & Wales University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Dallas-Fort Worth Metroplex, United States Job Level : Senior Designation : Vice President, Performance, Analytics, and Digital Operations at Fidelity Investments
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Insights For Selling To Monica

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Monica is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Monica

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Monica move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Monica take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Monica

Personality Compatibility


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