Name
Fidelity Investments
Firm Vision
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 market-leading, interconnected financial services businesses that provide comprehensive solutions for individuals, families, employers, wealth management firms, and institutional investors.
Firm History
With assets under administration of .3 trillion, including discretionary assets of .9 trillion, we focus on meeting the unique needs of a diverse set of customers. Privately held for 76 years, Fidelity employs 80,000 associates who are focused on the long-term success of our customers.
Firm Leadership
Abby Johnson
Key Roadmap Deliverables
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Attendee Partner #1 Picture
Attendee Partner #1 First and Last Names
Chris Lebo
Attendee Partner #1 Phone Number
617-501-8780
Attendee Partner #2 Email
christopher.lebo@fmr.com
Unique Content ( Links, Videos, etc) (1)
