1. Monica M Smith
30 Union Park Street #204
Boston, MA 02118
+1 857 207 1766 Email: Monalyle@gmail.com
Executive Summary:
Professional with over 25 of years of experience in delivering strategic contributions in a variety of IT and business
management roles. Provide innovative thought leadership and execution management for strategic transformation
of delivery organizations globally. Key areas of expertise include IT Governance, Outsourcing Business Models,
IT Finance, Enterprise Vendor Management, Globalization and Organizational Design for Operational Excellence.
MAJOR ACCOMPLISHMENTS AT FIDELITY INVESTMENTS
• Leader of Fidelity’s Global Expansion
o Created and executed an enterprise strategy framework for the global expansion of the company’s workforce in U.S.,
India, and China to support enterprise IT and Business Processes.
o Designed and launched FMR LLC Wholly Foreign-owned Entity (WFOE) and established two Offshore Delivery
Centers (ODCs) with global IT vendor partners.
• Architect of Fidelity’s Enterprise Offshore Vendor Management (VMO)
o Designed, launched and managed a comprehensive Offshore Vendor Management business model to support the
enterprise.
o Defined and oversaw a comprehensive operations model for all global vendors that support the company’s ODCs.
• Principal of Program Management Office
o Planned and managed discretionary portfolio spending of over $800 million per annum.
PROFESSIONAL EXPERIENCE
• MMS Consulting, Management Consultant (2013 – current)
o Engaged by Tier 1 Life insurance company in New York to architect and launch a global, enterprise-wide sourcing
model as part of an overall IT and business process transformation initiative.
• Fidelity Investments (1994 to 2011)
o Global Corporate Operations (2010 –2011)
§ Created, implemented and led a governance and interaction model among global business units for effective
business engagement, execution of complex contractual structures and engagement of all enterprise
partnerships necessary to ensure seamless execution of the new business initiatives.
o IT Transformation Enterprise Initiative (2008 – 2010)
§ Created enterprise global resource oversight unit.
§ Served as Operational Expert advisor during sales assessment of Fidelity India.
o Enterprise Offshore Vendor Management (2005 – 2008) (Bangalore, India)
§ Defined strategic global workforce allocation framework for U.S. customers for a risk-balanced workforce
deployment leveraging Indian workforce of vendors, FMR captive personnel and various resource
combinations.
§ Significantly restructured vendor partnerships including financial terms to incent successfully self-managed
vendor facilities to be compliant with Fidelity standards. Executed effective collaboration with all enterprise
Risk, Compliance, Finance, Legal and Procurement disciplines.
§ Conducted Fidelity-wide workshops with industry and internal speakers to educate management on strategic
outsourcing best practices.
§ Built and managed a PMO for FMR India to drive multi-year demand planning and internal reporting.

2. o U.S. Business Planning, Offshore Program Management for Fidelity Brokerage IT Services Technology
(FBCT) (2002 – 2005)
§ Defined strategic framework for FBCT Offshore Program, which became the enterprise model.
§ Drove annual FBCT IT Business Planning program for discretionary spending.
§ Managed a team of Program Managers/Business Analysts for IT Implementations.
o Risk Management (1999 –2001)
§ Managed Marketing and Distribution Risk teams.
o Strategic Marketing & Business Planning (1998 –1999)
§ Facilitated Business Planning cycle for Strategic Marketing.
o Latin America Offshore Investment Division (1997 – 1998)
§ Launched 10-fund product line for offshore marketplace via Fund to Fund model with Fidelity London (FIL)
and managed program to support Chile Pension system via FMR/FIL partnership.
o FIIS IT Large Implementations 1994 – 1997
§ Managed large IT implementations of Broker Dealer systems. Optimized business unit profitability and
service levels via accelerated implementation.
§ Converted $2 billion in assets onto Fidelity platform from outside service provider. Full fiscal responsibility
for $12 million IT program.
§ Implemented two-year strategy to upgrade FIIS’ NSCC trading platforms to advance FIIS’ standing within
NSCC trading marketplace. FIIS grew successfully from start up ranking to one of top 5 largest Fund traders
in NSCC.
• The Shareholder Services Group (TSSG) (1988 – 1994)
• Boston Financial Data Services (BFDS) (1986 – 1988)
ACADEMIC ACCOMPLISHMENTS and EDUCATION
• 2011-2013 Fletcher School/Tufts University Global Masters of Arts Program (GMAP)
§ GMAP designed for mid to senior level professionals to build global leadership capability in
all fields of activity (www.fletcher.tufts.edu/GMAP)
• 1985-1986 Freie Universitaet/Berlin Scholarship
• 1983-1985 Vanderbilt University German Language and Literature
• 1980-1982 Fulbright Award for English Teaching position, Waidhofen an der Ybbs, Austria
• 1980 University of Dallas, B.A. Foreign Languages
INTERESTS
• Board member for InABLE.org charity in Kenya – technology education for blind school students
• The Fletcher School/Tufts University -- Strategic Initiatives Group and Development Committee