Doreen Duffy, Qpfc
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Doreen Duffy, Qpfc Email & Phone Number

Head of Tax Exempt Sales Support at Fidelity Investments
Location: United States, United States, United States 11 work roles 1 school
2 work emails found @fidelity.com 1 phone found area 855 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email d****@fidelity.com
Direct phone (855) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Head of Tax Exempt Sales Support
Location
United States, United States, United States
Company size
83148 employees

Who is Doreen Duffy, Qpfc? Overview

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Quick answer

Doreen Duffy, Qpfc is listed as Head of Tax Exempt Sales Support at Fidelity Investments, a company with 83148 employees, based in United States, United States, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 855, and a matched LinkedIn profile for Doreen Duffy, Qpfc.

Doreen Duffy, Qpfc previously worked as Head of Tax Exempt Sales Support and Executive Admin Office at Fidelity Investments and Head of Core Market Sales Support and Executive Admin Office at Fidelity Investments. Doreen Duffy, Qpfc studied at Bryant University.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 2 current-domain work email signals for Doreen Duffy, Qpfc. Compare company email patterns before reaching out.

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Profile bio

About Doreen Duffy, Qpfc

I am an accomplished people leader with a diverse background of experience and proven track record of success in sales, sales management and sales support roles. I achieved 140% of sales goal as an associate, and led teams that exceeded sales goals 9 out of 10 years. I also created a new team in 2016 to support our 401(k) sales team and continually evolve what we do.I am known for consistently seeking out difficult assignments and displaying resilience through challenges.

Listed skills include Series 7 and Retirement Plan Consulting.

Current workplace

Doreen Duffy, Qpfc's current company

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Fidelity Investments
Fidelity Investments
Head of Tax Exempt Sales Support
United States
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
View company profile Email format
11 roles

Doreen Duffy, Qpfc work experience

A career timeline built from the work history available for this profile.

Head Of Tax Exempt Sales Support And Executive Admin Office

Current
Fidelity Investments

United States

I currently lead the Tax Exempt Sales Support team which provides sales support to our sales team in their pursuits of selling Tax Exempt plans in all market sizes.I also lead a technology effort to increase pricing automation.In addition, I lead the Executive Admin office which provides support to sales associates and sales leaders.I look for ways to.

Aug 2023 - Present

Head Of Core Market Sales Support And Executive Admin Office

Fidelity Investments
Jul 2022 - Aug 2023

Vice President, Pricing And Acquisition Consulting

Fidelity Investments

Smithfield, RI

I led the team I created in 2016, the Pricing and Acquisition team which provides sales support to our 401k sales team.In addition, I created and led a Multi Product Sales team in 2018-2019. This team was responsible for selling Fidelity's HSA, Student Debt and Personalized Planning and Advice offering to prospects.In creating these 2 teams I have.

Aug 2016 - Aug 2022

Vice President, Regional Retirement Consulting

Fidelity Investments

Smithfield, RI

  • I led a team of 401k sales people. I achieved the strategic initiatives and goals by coaching / evaluating the team on sales process skills, activity and sales results. This was done by creatively integrating.
  • Exceeded sales and activity goals 7 out of 8 years.
Feb 2013 - Aug 2016

Director, Regional Retirement Consulting Group

Fidelity Investments

Smithfield, Rhode Island, United States

Jan 2012 - Feb 2013

Senior Manager, Regional Retirement Consulting

Fidelity Investments

Smithfield, Rhode Island, United States

Sep 2008 - Jan 2012

Senior Manager Regional Investment Consulting

Fidelity Investments

Smithfield, Rhode Island, United States

  • I led a team of Inside Wholesalers selling Fidelity Advisor products to Financial Advisors. I drove sales results and market share by executing and delivering on Fidelity Investments Institutional Services strategic.
  • Exceeded sales goals: (102% and 115.3% of goal)
Jan 2006 - Sep 2008

Manager Inbound Sales

Fidelity Investments

Smithfield, Rhode Island, United States

I was responsible for hiring and developing sales people to sell Fidelity Advisor products. Over 18 months, I hired and developed 37 associates into Inside Wholesalers. I achieved this by coaching, as well as created and Implemented an extensive Inbound Sales Representative transition plan to prepare Inbound Sales Representatives to be successful Inside.

Sep 2004 - Jan 2006

Inbound Sales Representative

Fidelity Investments

Smithfield, Rhode Island, United States

May 2002 - Jan 2003
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

MT Mike Tello Mike Tello Colleague at Fidelity Investments Medford, Massachusetts, United States, United States View → JG Jessica Grimes Jessica Grimes Colleague at Fidelity Investments Durham, North Carolina, United States, United States View → KT Krystal Tung Krystal Tung Colleague at Fidelity Investments Cambridge, Massachusetts, United States, United States View → GT Gina Tandy (Cusano) Gina Tandy (Cusano) Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity Investments San Francisco Bay Area, United States, United States View → JB Jeff Benson Jeff Benson Colleague at Fidelity Investments Salt Lake City Metropolitan Area, United States View → JB Jasmin Baeva Jasmin Baeva Colleague at Fidelity Investments El Segundo, California, United States, United States View → HF Helen Fox Helen Fox Colleague at Fidelity Investments Spokane, Washington, United States, United States View → RR Rich Rosenthal Rich Rosenthal Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → AD Amar Dutta Amar Dutta Colleague at Fidelity Investments Dublin, County Dublin, Ireland, Ireland View →
1 education record

Doreen Duffy, Qpfc education

FAQ

Frequently asked questions about Doreen Duffy, Qpfc

Quick answers generated from the profile data available on this page.

What company does Doreen Duffy, Qpfc work for?

Doreen Duffy, Qpfc works for Fidelity Investments.

What is Doreen Duffy, Qpfc's role at Fidelity Investments?

Doreen Duffy, Qpfc is listed as Head of Tax Exempt Sales Support at Fidelity Investments.

What is Doreen Duffy, Qpfc's email address?

AeroLeads has found 2 work email signals at @fidelity.com for Doreen Duffy, Qpfc at Fidelity Investments.

What is Doreen Duffy, Qpfc's phone number?

AeroLeads has found 1 phone signal(s) with area code 855 for Doreen Duffy, Qpfc at Fidelity Investments.

Where is Doreen Duffy, Qpfc based?

Doreen Duffy, Qpfc is based in United States, United States, United States while working with Fidelity Investments.

What companies has Doreen Duffy, Qpfc worked for?

Doreen Duffy, Qpfc has worked for Fidelity Investments.

Who are Doreen Duffy, Qpfc's colleagues at Fidelity Investments?

Doreen Duffy, Qpfc's colleagues at Fidelity Investments include Mike Tello, Jessica Grimes, Krystal Tung, Gina Tandy (Cusano), and Andrew Megia.

How can I contact Doreen Duffy, Qpfc?

You can use AeroLeads to view verified contact signals for Doreen Duffy, Qpfc at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Doreen Duffy, Qpfc attend?

Doreen Duffy, Qpfc studied at Bryant University.

What skills is Doreen Duffy, Qpfc known for?

Doreen Duffy, Qpfc is listed with skills including Series 7 and Retirement Plan Consulting.

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