Fidelity Digital Assets

Fidelity Workplace

Fidelity Center for Applied Technology®(FCAT)

Fidelity Labs

Women Talk Money

Fidelity for Institutional Investors

Fidelity for Wealth Managers

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 across the United States, Ireland, and India. 

For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

23andMe

Deliveroo

DoorDash

MADE

Roku

WeWork

Zomato

Zynga

Groupon

Airtel

Blue Apron

MongoDB

Airbnb

Axcella

Nutanix

Peloton

Pinterest

Cloudflare

Compass

Snap

Sonder

Spotify

Sweetgreen

Twilio

X (formerly Twitter)

Uber

Recurly

Reddit

Scott Barber

Fidelity Investments

Join us at 2pm ET for #MarketSense: The latest headlines, the current market conditions, and what it all means for you. 

Capital gains tax is the tax you may have to pay on the profits of investments you've sold in the current tax year. A key factor to consider is when you bought the investment - and whether it will be taxed as short or long-term gains. Get the full picture here: https://lnkd.in/eADA4hdT

How much do you really know about Roth IRAs? Test your knowledge in our latest edition of Fact or Fiction. 

Congratulations to all of the women selected for Barron’s 100 Most Influential Women in U.S. Finance! We're excited to share that a few of our leaders have been named to the list. #FidelityAssociate

Read more via Barron's: https://lnkd.in/duSCV4Z

Taxes just got a little less taxing 💪. Head to our tax hub for money-saving tips and strategies: https://lnkd.in/e_Zvv6Zn

Edward Jones is a financial services firm that provides personalized investment services to individual investors.

Edward Jones

BlackRock is a global investment management corporation offering a wide range of financial services and solutions.

BlackRock, Inc.

UBS is a multinational investment bank and financial services company providing wealth management, asset management, and investment banking services.

TIAA is a financial services organization that provides retirement plans, investment products, and financial services for academic, research, medical, cultural, and governmental fields.

TIAA

Charles Schwab is a brokerage and banking firm providing a full range of financial services, including wealth management, investment advisory, and retirement planning.

Charles Schwab Corporation

Vanguard is an investment management company offering a wide range of low-cost mutual funds, ETFs, advice, and related services.

Vanguard Group, Inc.

Brighthouse Financial is a life insurance and annuity company offering a range of products and services to help people achieve financial security.

Brighthouse Financial

Franklin Templeton is a global investment management organization providing investment solutions and retirement planning services.

Franklin Templeton

Principal Financial Group is a global financial investment management and insurance company offering retirement, asset management, and insurance solutions.

Principal Financial Group

Morningstar is a financial services firm providing investment research, investment management, and retirement planning services.

Morningstar

TD Ameritrade is a brokerage firm providing investment and trading services, retirement planning, and wealth management solutions.

TD Ameritrade

Credit Suisse is a global wealth management and investment banking firm offering a range of financial services, including wealth management, investment advisory, and banking services.

Credit Suisse

Fidelity Investments provides digital experiences and cash management products to help individuals reach their financial goals. They offer personalized experiences, helpful tools, and prioritize account security. The company is committed to accessibility, inclusion, and diversity, working with employers to design benefit packages for a diverse workforce.

Director, Learning Delivery

Director, Leadership Development

Manager, Leadership Development

Manager of Leadership and Training Consulting

Director of Business and Investor Operations

Director of Human Resources & Student Services

Designer, Reporter

Weekend editor

Page Designer

Sports Editor

Director, Learning Delivery at Fidelity Investments

Patrick Poyfair

Director, Strategic Insights & Planning

VP, Regional Coaching Consultant

Product Owner

Director

Planning Consultant

Financial Planning Consultant

Restaurant Manager & Sommelier

Erol Senel

Director of Sales (Fidelity Labs)

Director of Sales (AI & RegTech)

Vice President, Sales (Capital Markets)

Strategic Advisor

Vice President of Sales

Head of Customer Success

Director, Account Management

Director of Sales

Senior Manager, Equity Plans

Various Positions in Operations, Securities and Account Management

Career Reinvention Strategist - Helping you navigate your next move and find a role you love

Heather Foidart

Co-Head of Equity and Asset Management Lead on Sustainable Investing

Chief Investment Officer

Head of Global Portfolio Management

Analyst/PM/CIO

Senior Analyst

Financial Analyst

Co-Head of Equity and Asset Management Lead on Sustainable Investing at Fidelity Investments

Pam Holding

Head of Sales Operations

Managing Director, Institutional Retirement

Senior Director Field Consulting Group/Director Field Consulting Group

Director Planning & Business Implementation/Client Service Projects & Excellence Manager

Head of Institutional Sales Operations, SVP at Fidelity Investments

Maggie Dehn

Head of Digital Asset Product & Strategy

Chief Strategy Officer (CSO)

CEO & Co-Founder

Managing Director

Vice President

Trader

Peter Hans

Director, Audit, CyberSecurity, and Risk Engagement

Security Testing Manager/Program Manager - Global Information Security

Cybersecurity Vulnerability Manager - Global Information Security

Senior Cyber and Systems Engineer (SME) / Program Manager / Instructor

Senior Cyber Security Technical Officer / Lead

Senior Cyber Security Program Manager and Instructor

Senior Information Systems Officer and IT Program Manager

Senior Information Systems Officer and Systems Engineer

Senior IT Manager, Communications Team Chief

Tactical Communications NCO Team Chief/Communications Security (COMSEC) Account Manager

Loss Control Manager

IT Support Technician and Cable Systems Installer

Director, Audit, CyberSecurity, and Risk Engagement | CISSP | GIAC x 10 | CEH | Agile

Elbert Peak

Global Head of Business Development, Fidelity Digital Assets

Sales

Founder

Fractional Deal Maker / Business Developer

Early-Stage Start-Up Lead Business Development Management Consultant

Business Development | Sales | Partnerships | TradFI | DeFI | Cyclist

Aiyana Currie

Director - Corporate Communications

Senior Manager - Corporate Communications

Content Architect

Editor

Sub Editor

Sub Editor / Reporter

Prem Ninan

Vice President, Business Partner Manager

Co-Founder & Host

Leaders Live

NYC CULTURE Podcast

National Partnerships

Corporate Real Estate Advisor

Associate

Manager

VC & Startup Ecosystem @ Fidelity

Charlie Stephens

Director of Compliance Training

Founding Partner

Chapter Lead, Design Development and Technology Enablement

Human Rights Film Festival Directing Project Manager

English Instructor

Training and Outreach Manager, HuskySMS (LMS/KMS) Administrator

Political Science Instructor

Political Science Visiting Lecturer

Humanities House Associate Director

Romano Collection Archival Assistant, Thomas J. Dodd Research Center

Leadership Learning Community Instructor and Program Coordinator

Assistant Director of the Connecticut Writing Project

Narrative Politics | Communications | K-Career Skill Development | Data & Analytics | Emerging Technologies

Shawna Lesseur

Talent Acquisition Partner

Talent Acquisition Consultant (Contract)

External Candidate Developer

Senior Contract Recruiter

Executive Recruiter (National Health Information Management) at Addison Group

Senior Executive Recruiter

Professional Recruiter

Contingency Recruiter

Onsite Technical Recruiter

Talent Acquisition Partner at Fidelity Investments ***Seeking Series 7 licensed professionals across the Greater Houston Region. I’d love to connect with you!***

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