Lisa Smith

Experience

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  Fidelity Investments

  Jul 1998 - now

  National Account Sales/Relationship Manager responsible for business development and retention with strategic firms including every major Broker Dealer, Bank and top retirement advisory firm across the US. Deepened relationships and developed strategic plans with C-Suite and retirement executives including sales coverage strategies and marketing programs to drive 401k platform/fund sales and market share. Recipient of Presidents Circle Award ( 2009, 2011, 2015 ), Excellence Award (2010), 12th Man Award (2013) and Product Champion Award (2015). Show less

  • Senior Vice President, Fidelity Workplace Investing, Head of National Accounts

    Apr 2020 - now

  • Senior Vice President, Fidelity Institutional Asset Management, Retirement National Accounts

    Jan 2008 - Apr 2020

  • Senior Vice President, Retirement Product and Marketing

    Sept 2003 - Apr 2008

  • Senior Vice President, Large/Strategic Market Communication and Education

    Feb 2001 - Oct 2003

  • Senior Vice President, Large Plan Services Implementation

    Jul 1998 - Feb 2001
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  American Retirement Association - NAPA 401k Summit

  Jan 2008 - Jan 2016

  Volunteer, Co-Chair
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  WE Inspire. Promote. Network. (WIPN)

  Jan 2019 - now

  Past President