Experience

• 

  Fidelity investments

  Jan 1993 - now

  • Leads Fidelity’s 800-person Workplace Relationship Management team with responsibility for serving 26,000 clients and millions of their employees.• Upholds Fidelity’s industry-leading client loyalty and retention levels.• Sets strategic direction for Relationship Management function ensuring strong voice of customer input in all business, service, and product development activities for the firm. Responsible for establishing the strategic direction of the relationship management function for Fidelity's Workplace Investing Large market clients Responsible for overseeing team of Managing Directors working with many of Fidelity's Top 200 Workplace Investing clients Various roles of increasing responsibility within Fidelity's Workplace Investing Relationship Management business

  • EVP, Head of Relationship Management

    Jan 2022 - now

  • Head of Strategic Market Relationship Management

    Oct 2018 - Jan 2022

  • Senior Vice President, Relationship Management, Workplace Investing - Large Market Segment Head

    Jan 2012 - Oct 2018

  • Senior Vice President, Relationship Management, Strategic Market Team Leader

    Jan 2009 - Dec 2011

  • Senior Vice President, Relationship Management

    Jul 2007 - Dec 2008

  • Vice President, Communication and Education

    Jan 2006 - Jul 2007

  • Vice President, Relationship Management

    Jan 1993 - Dec 2005