FRP Associates
True or False: Will won 2 intramural sport championships in college
False: He won 4
Where is the COE primarily located?
Texas
Which 2 L2s and one L3 does Corporate Treasury provides reports to directly monthly?
Kevin Barry, John Slyconish, and Jay Burke
When was Fidelity founded and by who?
1946 by Edward Johnson
Which of our Peers is passionate about Wii Sports?
Evan
How many Boston based full-time analysts are in the COE?
11
$1 Trillion AUM
How many events did Fidelity cares host in 2024?
Over 1,200 events
What is Alex's favorite candy?
Mike and Ikes
Who knows why the COE stands for the Center of Excellence?
BONUS: No one really knows but everyone still takes pride in the name regardless
How many clients does WI have as of Q2 2025 and how much is that up YoY?
29,986 clients up 7.5%
How many Fidelity social media interactions were there last year?
2.8 million
Which peer has 3/4 of their family members currently working or has worked at Fidelity?
Bri
How many active deliverable reports does the COE have?
374
What is FI's big summer outing called?
Byrnewood Funtry Club
How much (by percentage) was our Operating income increased from 2023 to 2024?
21%
Which of our peers is in this picture?
Sourjya
What is the COE Slogan?
bringing you financial insights through innovative consultation, solutions, and support
What are the client types for Clearing and Custody?
Custody Pricing's client type includes RIAs and Family Offices while Clearing Pricing's client types include Broker-Dealers and Banks
When was Fidelity's Contrafund created and how much is it worth today?
1967 and $145 Billion AUM