Stephanie A. Clark, Esq.

585-***-****, ad3qzf@r.postjobfree.com

WORK EXPERIENCE

Fidelity Investments, Boston, MA June 2021 - present Director, Strategic Advisers Platform Management

• Manage the delivery and roll out of high priority, cross-company, multi-year initiatives: the launch Participant Level Portfolios (PLPs); migration of accounts from legacy platform (TAO 1) to strategic cloud- based platform (TAO 2); and pilot a UMH prototype

• Coordinated agendas, materials, and presented for senior level internal and cross-company update forums including PLP Governance Committee, SAI and PI Strategic Reviews, and SAI Product Council

• Collaborated with the broader team to establish monthly learning series, reference material library, playbooks, and document best practices

• Lead process improvements efforts for Environmental SMA performance reporting, cash management notifications, and other operational oversight activities Fidelity Investments, Boston, MA October 2017 – June 2021 Senior Manager, Strategic Advisers Platform Management

• Worked in close partnership with investment and technology teams, to manage, mitigate risk, and communicate changes impacting platforms and systems used for retail managed account products

• Managed the analysis/design, development, testing, and rollout of a new platform (TAO 2) to allow for Multi Account Management, the first step in executing on UMH vision

• Executed program management for the launch of four new SMA offerings in partnership with PI

• Facilitated ongoing platform scale enhancements including but not limited to cash management, IM assignment, acceptable assets, universe consolidation, hot money and hypo processing

• Developed a business case and presented to senior leadership on the need for a consolidated business reporting catalog and governance structure

Fidelity Investments, Boston, MA June 2017 – October 2017 Senior Analyst, Asset Management Investment Operations

• Led team’s onboarding activities with internal and external parties

• Helped to drive new fund launches, collective investment trust conversions, and fund mergers

• Assisted with the development of a net new process for fund launch initiatives Fidelity Investments, Boston, MA September 2014- June 2017 Analyst, Asset Management Investment Operations

• Coordinated onboarding activities with internal and external parties on behalf of Fidelity’s Advisors

• Assisted Advisors with product development and implement program management

• Monitored global regulatory changes and collaborated within the business to update the operational infrastructure in accordance with those changes

VOLUNTEER EXPERIENCE AND PROFESSIONAL DEVELOPMENT

• SAI Mentorship Program, April 2023 - present

• Managing @ Fidelity Program, September 2022 – December 2022

• Aspiring Leaders Program, September 2021- December 2021

• Big Sister Boston, August 2015 – December 2019

• Fidelity Leader Lab Program, March 2016- September 2016 EDUCATION

• Suffolk University Law School, JD, May 2014

• University of Vermont, BA, May 2011

PROFESSIONAL MEMBERSHIPS

• Commonwealth of Massachusetts Bar Association 2014