Tricia Haskins

Vice President of Digital Strategy & Platform Consulting, Fidelity Institutional
Tricia B. Haskins
Tricia Haskins is vice president of Digital Strategy & Platform Consulting with Fidelity Institutional. With over 20 years of experience in financial services, Ms. Haskins leads the strategic team that is focused on helping wealth management firms thrive in an environment of transformational change. We devise and implement strategies to achieve help our institutional clients achieve their growth, client service and productivity goals, as shifting investor demographics, rapid technology innovations, and the advisor supply-demand imbalance provide tremendous opportunities for firms determined to lead the future of wealth management.

Ms. Haskins has an extensive track record of helping firms develop and implement a digitally-enabled strategy to grow their business by attracting more diverse clients, expanding into new segments and addressing changing client expectations. Her client-oriented approach is focused on collaborating with, and supporting, firms to achieve their business goals and create lasting value for clients and the firm.

Prior to her current position, Ms. Haskins led the technology & operations consulting team, focused on Fidelity’s RIA segment. Ms. Haskins joined Fidelity in 2004, as Product Manager on the WealthCentral for the Family Offices platform.

She began her career managing the operations of an independent advisor in San Francisco, where she then transitioned to financial technology, spending a number of years at Advent Software implementing the suite of technology and advising firms on how to effectively use the technology to manage their business. Before joining Fidelity, Ms. Haskins was responsible for designing, implementing and integrating the technology platform at a single-family office.

Ms. Haskins received her Bachelor of Arts degree in sociology from Wheaton College in Norton, MA.

She currently holds her Series 24, 7 and 63 licenses with FINRA.