Ellen Bocina

Vice President and Product Manager, Fidelity Investments

Ellen Bocina joined Fidelity Investments (Fidelity) in July, 2006 and has over 25 years experience in the financial services industry.  She is a vice president and product manager for the Operations and Services Group with a general focus on Cost Basis and other general Tax Reporting requirements. Ms. Bocina participates on a number of industry working groups focused on evaluating legislative and regulatory requirements and developing industry best practices. She works closely with the Securities Industry and Financial Markets Association (SIFMA) in their efforts to ensure that cost basis legislation and resulting regulations provide effective reporting to the Internal Revenue Service (IRS).  She also co-chairs the Cost Basis Reporting Service Steering Committee, responsible for developing the utility to comply with the IRS regulations for transferring cost basis as assets transfer between firms.  Ms. Bocina earned a Bachelor of Science degree in Business Administration from Rider University, and an MBA in Finance from Pace University.  She currently holds the National Associate of Securities Dealers Series 7 license.