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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Carin Stimolo
VP, Client Experience at Fidelity ESG ProSM

Profile

Carin joined Fidelity Labs, the fintech incubator at Fidelity Investments, in 2018 to help create and launch new businesses and services. She is the head of client experience for ESG Pro, a new sustainable investing software startup for financial advisors. In her role she has worked with advisors and CIOs nationally to understand the opportunities and roadblocks of sustainable investing.  As VP Client Experience, Carin is responsible for ensuring ESG Pro meets the unique needs of advisors and their investors.

Prior to Fidelity, Carin led the Experience Strategy group at Publicis Sapient, helping companies transform their digital capabilities and create new digital service offerings. She has over 15 years’ experience helping Fortune 500 companies across industries develop new product and service offerings. Her work spans industries and continents, some of her clients included the World Bank, AMP, CGAP, UnitedHealthcare, American Express and P&G.



Agenda Sessions

  • Technology Drivers of Next Gen Investing

    3:00pm