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Jim Freeman Email & Phone Number

Executive Vice President | Head of Stock Plan Services at Fidelity Investments
Location: Boston, Massachusetts, United States 15 work roles 2 schools
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Current company
Fidelity Investments
Role
Executive Vice President | Head of Stock Plan Services
Location
Boston, Massachusetts, United States
Company size
10 employees

Who is Jim Freeman? Overview

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Quick answer

Jim Freeman is listed as Executive Vice President | Head of Stock Plan Services at Fidelity Investments, a with 10 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jim Freeman.

Jim Freeman previously worked as Executive Vice President | Workplace Investing Client Engagement Group at Fidelity Investments and Head of Sales, Workplace Investing at Fidelity Investments at Fidelity Investments. Jim Freeman holds Masters, Business Administration from Babson College.

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Fidelity Investments

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Profile bio

About Jim Freeman

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

Current workplace

Jim Freeman's current company

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Fidelity Investments
Fidelity Investments
Executive Vice President | Head of Stock Plan Services
Website
fidelity.com
Employees
10
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Company profile
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15 roles

Jim Freeman work experience

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

Executive Vice President | Workplace Investing Client Engagement Group

Fidelity Investments

Boston, Ma, Us

I 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 Investments

Fidelity Investments

Boston, Ma, Us

I have overall responsibility for sales at Fidelity's Workplace Investing organization.

Jan 2023 - Feb 2024

Head Of One Stop Life Shop

Fidelity Investments

Boston, Ma, Us

Overall 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.

Oct 2019 - Jan 2023

Head Of Lifetime Engagement

Fidelity Investments

Boston, Ma, Us

Overall responsibility for enhancing the support provided to Workplace participants through introduction and adoption of Fidelity's full suite of offerings.

Jan 2019 - Oct 2019

Senior Vice President, Relationship Management

Fidelity Investments

Boston, Ma, Us

Overall responsibility for relationship management within Fidelity's Tax Exempt Market.

May 2013 - Dec 2018

Senior Vice President, National Sales Manager

Fidelity Investments

Boston, Ma, Us

Responsible for sales within Fidelity's Tax Exempt Market

Mar 2011 - May 2013

Senior Vice President, Regional Sales Manager

Fidelity Investments

Boston, Ma, Us

Lead a sales team focused on new business development and client retention efforts within Fidelity’s Workplace Investing Mid and Large Markets - East Region

Jun 2007 - Mar 2011

Vice President, Account Executive

Fidelity Investments

Boston, Ma, Us

Responsible for new business development efforts in Fidelity’s Large Market (companies with between 1,000 and 10,000 employees).

Jul 1999 - Jun 2007

Product & Services Consultant, Sales

Fidelity Investments

Boston, Ma, Us

Responsible for supporting Account Executives in their new business development efforts in Fidelity's Large Market.

Jun 1997 - Jul 1999

Director, Implementation

Fidelity Investments

Boston, Ma, Us

Managed 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.

Jul 1995 - Jun 1997

Project Manager, Service Development

Fidelity Investments

Boston, Ma, Us

Responsible 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.

Sep 1993 - Jul 1995

Senior Auditor

Lifetime Corporation

Responsible for executing internal audit activities focused primarily on the documentation and testing of internal control systems within the Business' critical financial systems.

Jun 1991 - Sep 1993

Internal Auditor

Beth Israel Hospital

Responsible 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.

Apr 1989 - Jun 1991

Auditor

Kpmg Peat Marwick

New York, Ny, Us

Responsible 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.

Aug 1987 - Apr 1989
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

MF Mathieu Foley Mathieu Foley Colleague at Fidelity InvestmentsSouth Jordan, Utah, United States View → NV Nestor Vargas Nestor Vargas Colleague at Fidelity InvestmentsArgentina View → SF Sean Flynn Sean Flynn Colleague at Fidelity InvestmentsActon, Massachusetts, United States View → BH Brennan Hardison Brennan Hardison Colleague at Fidelity InvestmentsGarland, Texas, United States View → RA Ryan Alderink Ryan Alderink Colleague at Fidelity InvestmentsNorth Richland Hills, Texas, United States View → GS Garret Stanley Garret Stanley Colleague at Fidelity InvestmentsMoorpark, California, United States View → HS Hayden Stone Hayden Stone Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → BG Bethany Girling Bethany Girling Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States View → SN Sohini Nath Sohini Nath Colleague at Fidelity InvestmentsGreater Boston, United States View → JQ Joy Quinn Joy Quinn Colleague at Fidelity InvestmentsGreater Boston, United States View →
2 education records

Jim Freeman education

Masters, Business Administration

Babson College

Bachelor Of Science, Accounting

University Of Massachusetts Dartmouth
FAQ

Frequently asked questions about Jim Freeman

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

What company does Jim Freeman work for?

Jim Freeman works for Fidelity Investments.

What is Jim Freeman's role at Fidelity Investments?

Jim Freeman is listed as Executive Vice President | Head of Stock Plan Services at Fidelity Investments.

Where is Jim Freeman based?

Jim Freeman is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Jim Freeman worked for?

Jim Freeman has worked for Fidelity Investments, Lifetime Corporation, Beth Israel Hospital, and Kpmg Peat Marwick.

Who are Jim Freeman's colleagues at Fidelity Investments?

Jim Freeman's colleagues at Fidelity Investments include Mathieu Foley, Nestor Vargas, Sean Flynn, Brennan Hardison, and Ryan Alderink.

How can I contact Jim Freeman?

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

What schools did Jim Freeman attend?

Jim Freeman holds Masters, Business Administration from Babson College.

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