Fidelity
Dharmesh Joshi, CPA, MBA, currently serves as Vice President of Strategy & Planning at Fidelity Investments, providing support to the Brokerage Group in key initiatives such as Digital Transformation and Workflow Modernization. Previously, Dharmesh held the role of Director of Operations Risk, where responsibilities included delivering consulting services aimed at preventing operational failures and identifying cost-saving opportunities. Earlier career experience includes managerial positions at PwC and Collaborative Consulting, where Dharmesh focused on financial services consulting, operations, and technology transformation. Additional experience encompasses roles at Infosys Consulting, Standard Chartered Bank, and ICICI Bank, emphasizing project management and operations leadership. Academic credentials include a CPA designation, an MBA in Marketing from SVKM's Narsee Monjee Institute of Management Studies, and a Bachelor’s degree in Accounting and Economics from the University of Mumbai.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.