Russell Pandolfo

Russell Pandolfo is senior vice president, Client Experience, for Fidelity Institutional (FI), which offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. Fidelity Institutional is a division of Fidelity Investments®, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 27 million individuals, institutions and financial intermediaries.

Russell joined Fidelity in 2005, and he currently oversees the execution of the Client Experience Service Strategy & Client Management for clients of Fidelity Clearing & Custody Solutions within the clearing segments. Russell also has responsibility for the Quality Solutions & Data Analytics team which provides services to all clients of Fidelity Clearing and Custody Solutions. In this role his team has won many industry awards for both service & quality.

Russell began his career in June 1990 with Prudential Securities as a customer service associate supporting the affluent account program. Over the next 15 years, he served in several roles within Prudential’s operations and technology groups, playing an active part in the demutualization process of Prudential Financial. In 1999, he presented at the Comdex Windows World Open event on behalf of Prudential Financial, a CRM platform he co architected.

Russell co-authored a chapter in a book called “Creating Value in Financial Services,” which speaks to the service strategy created at Prudential, and is part of the learnings at the Stern School of Business at New York University.

Russell earned a bachelor of business administration degree in finance from Pace University, and he holds the FINRA Series 7 and 24 licenses.

Russell is a Board of Trustee Member for the SII Wharton Program.