Jim Freeman Email and Phone Number
I firmly believe that successful people and organizations share one critical attribute; they find it far more important to listen than to be heard. I’ve had the privilege of spending more than 30 years at Fidelity Investments serving both clients and prospective clients and working alongside phenomenal colleagues. Throughout my time here, it’s become clear that prioritizing active listening, being empathetic to others’ needs, and maintaining a passion for supporting our customers’ success is the clearest path to delivering world-class service and being the best leader and colleague I can be. As a member of Fidelity’s Workplace Investing senior leadership team, I focus my time on challenging my team to hone their listening skills and to develop an ever-deeper understanding of our customers’ unique needs. This, in turn, helps us identify the right Fidelity solutions that will help our clients in meeting those unique needs.I’m proud to be a part of an organization that consistently delivers customer-centric solutions and service to our clients and their employees while supporting our associates to be their very best. ---------------------------------------------------------------------------------------------------------------------Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity.Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1108788.1.0
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 10
- Company email:
- Johrenk7@gmail.com
-
Executive Vice President | Workplace Investing Client Engagement GroupFidelity Investments Feb 2024 - PresentBoston, Ma, UsI am privileged to support an exceptional senior leadership team responsible for driving growth, maintaining and deepening client relationships, and supporting our clients' evolving needs through our consulting business. -
Head Of Sales, Workplace Investing At Fidelity InvestmentsFidelity Investments Jan 2023 - Feb 2024Boston, Ma, UsI have overall responsibility for sales at Fidelity's Workplace Investing organization. -
Head Of One Stop Life ShopFidelity Investments Oct 2019 - Jan 2023Boston, Ma, UsOverall responsibility for a range of initiatives across Fidelity to strengthen our aggregate offering for Fidelity's Workplace participants including Women, Financial Wellness, Lifetime Engagement, Executive Services, Life Events and Plan Sponsor Advocacy. -
Head Of Lifetime EngagementFidelity Investments Jan 2019 - Oct 2019Boston, Ma, UsOverall responsibility for enhancing the support provided to Workplace participants through introduction and adoption of Fidelity's full suite of offerings. -
Senior Vice President, Relationship ManagementFidelity Investments May 2013 - Dec 2018Boston, Ma, UsOverall responsibility for relationship management within Fidelity's Tax Exempt Market. -
Senior Vice President, National Sales ManagerFidelity Investments Mar 2011 - May 2013Boston, Ma, UsResponsible for sales within Fidelity's Tax Exempt Market -
Senior Vice President, Regional Sales ManagerFidelity Investments Jun 2007 - Mar 2011Boston, Ma, UsLead a sales team focused on new business development and client retention efforts within Fidelity’s Workplace Investing Mid and Large Markets - East Region -
Vice President, Account ExecutiveFidelity Investments Jul 1999 - Jun 2007Boston, Ma, UsResponsible for new business development efforts in Fidelity’s Large Market (companies with between 1,000 and 10,000 employees). -
Product & Services Consultant, SalesFidelity Investments Jun 1997 - Jul 1999Boston, Ma, UsResponsible for supporting Account Executives in their new business development efforts in Fidelity's Large Market. -
Director, ImplementationFidelity Investments Jul 1995 - Jun 1997Boston, Ma, UsManaged a team of Project Managers and oversaw the transition of their clients from Sales to Relationship Management in addition to merger and acquisition related activities. Responsibilities included active management of complex and high-risk processes and intense client negotiations. -
Project Manager, Service DevelopmentFidelity Investments Sep 1993 - Jul 1995Boston, Ma, UsResponsible for the coordination and negotiation of defined contribution product and service enhancements through the definition of business requirements following active consultation with IT and client-facing associates. -
Senior AuditorLifetime Corporation Jun 1991 - Sep 1993Responsible for executing internal audit activities focused primarily on the documentation and testing of internal control systems within the Business' critical financial systems.
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Internal AuditorBeth Israel Hospital Apr 1989 - Jun 1991Responsible for executing internal audit activities focused primarily on the documentation and testing of internal control systems within the Hospital's critical financial functions and systems.
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AuditorKpmg Peat Marwick Aug 1987 - Apr 1989New York, Ny, UsResponsible for supporting senior auditors in the completion of audit steps in conjunction with the issuance of opinions on the financial statements of Organizations within the public and private sectors.
Jim Freeman Education Details
-
Babson CollegeBusiness Administration -
University Of Massachusetts DartmouthAccounting
Frequently Asked Questions about Jim Freeman
What company does Jim Freeman work for?
Jim Freeman works for Fidelity Investments
What is Jim Freeman's role at the current company?
Jim Freeman's current role is Executive Vice President | Workplace Investing | Fidelity Investments.
What schools did Jim Freeman attend?
Jim Freeman attended Babson College, University Of Massachusetts Dartmouth.
Who are Jim Freeman's colleagues?
Jim Freeman's colleagues are Brad Ickenroth, Joseph Ode, Jania Bonds, Nicolas Souffrant, Cindy Fitzpatrick, Brandon Webster, Cody Brookes.
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