Robin WeissSenior Technology Advisor; Board Member at Fidelity InvestmentsSpeaker
Profile
Robin Weiss is a Senior Financial / Infrastructure Technology and Securities Industry Executive, bridging legacy financial services and disruptive financial technologies. She has provided strategic, financial, and technology advice to institutions large and small based on decades of experience advising boards and C-Suites, building capital markets businesses, and executing transactions. Her experience spans several senior positions at firms including: Managing Director, JPMorgan; Senior Vice President and Officer, NYSE; Board Member & Head of Strategic Partnerships, LOYAL3 Securities, Inc.; and Senior Technology Advisor, Fidelity Investments. Moreover, her pro bono work includes roles at Blumberg Capital (CIO Council), Authomize (Advisory Board), Boston’s FinTech Sandbox accelerator (Judge), MassChallenge accelerator (Judge and Mentor), The Council of Economic Education (Board), and, intermittent speaking engagements.
Her current focus at Fidelity includes verticals such as Enterprise Data, Applications, CyberSecurity, Cloud, Digital ID, and FinTech more generally.
Ms. Weiss graduated with an MBA from The Wharton School, University of Pennsylvania, and, BA, Honors in Economics, Brandeis University.
Agenda Sessions
Executive Briefing 4: Innovations In Financial Planning Are Reshaping The Wealth Management Landscape: How To Leverage WealthTech To Grow Your Business 11.50-12.35 (Limited to 30 attendees; operating on a first come, first served basis)
, 11:35amView Session