SVP leading stock plan services relationship management team at Fidelity, focusing on client retention and business strategy implementation. Responsible for management of client relationships and team development.

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions.
With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base.
Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
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SVP leading stock plan services relationship management team at Fidelity, focusing on client retention and business strategy implementation. Responsible for management of client relationships and team development.
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BI development professional at Fidelity leading data - driven initiatives and collaborating across product domains. Seeking creative individuals with expertise in data analytics and business intelligence.