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Harriet Haake Hall Email & Phone Number

Managing Director at Fidelity Investments at Fidelity Investments
Location: San Diego, California, United States 8 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@fidelity.com
LinkedIn Profile matched
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Current company
Role
Managing Director at Fidelity Investments
Location
San Diego, California, United States
Company size

Who is Harriet Haake Hall? Overview

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Quick answer

Harriet Haake Hall is listed as Managing Director at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Harriet Haake Hall.

Harriet Haake Hall previously worked as Managing Director at Fidelity Investments and Sr. Client Executive at Transamerica Retirement Solutions. Harriet Haake Hall holds Mba, Business Administration And Management, General from Babson College - Franklin W. Olin Graduate School Of Business.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Harriet Haake Hall. Compare company email patterns before reaching out.

Profile bio

About Harriet Haake Hall

Experienced Client Executive with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), extensive background in Plan Design, Investments and operations. Many years of management experience.

Listed skills include Retirement, Financial Services, Vendor Management, Mutual Funds, and 19 others.

Current workplace

Harriet Haake Hall's current company

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Fidelity Investments
Fidelity Investments
Managing Director at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
8 roles · 37 years

Harriet Haake Hall work experience

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

Sr. Client Executive

  • I am the primary relationship manager for 60+ mid -sizes plans, generally in the $5 MM - $40 MM range for Southern California, Hawaii and Las Vegas. My responsibilities include:
  • Identify and manage at risk situations. Demonstrate proactive, innovative and creative solution with a sense of urgency.
  • Drive toward optimal plan design and client self sufficiency which may include utilization of products, services (On-line Enrollment, email capture, etc.) and client tools.
  • Responsible for client retention and growing our existing plans.
  • Provide plan consultation on overall plan design such as; Transamerica’s product and services offerings, plan administration and investments.
  • Identify and establish open lines of communication with Advisors and Key Decision Makers to build a partnership based on trust and loyalty.
Oct 2014 - May 2019

Client Services Coordinator

Mammini Company

Greater San Diego Area

Nov 2006 - Oct 2014

Senior Omni Technical Analyst/Project Manager

Affiliated Computer Services (Formerly Mellon Bank)

Greater San Diego Area

Apr 2005 - Sep 2006

Vice President Of Retirement Services

Zurich Scudder Investments

Salem, New Hamphire And San Deigo CA

1996 - 1999 ~3 yrs

Manager Of Product Support

Scudder Retirement Services

Boston MA And Salem New Hamphire

1994 - 1996 ~2 yrs

Retirement Plan Implementation Coordinator

Scudder Investments

Boston MA

1989 - 1994 ~5 yrs
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

3 education records

Harriet Haake Hall education

Ba, Math & Economics

Activities and Societies: Year Book Photo Editor Dorm Staff Manager of Swim TeamMath and Economic's Major, Resident Assistant, Manager of.

Education record

Westridge School
FAQ

Frequently asked questions about Harriet Haake Hall

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

What company does Harriet Haake Hall work for?

Harriet Haake Hall works for Fidelity Investments.

What is Harriet Haake Hall's role at Fidelity Investments?

Harriet Haake Hall is listed as Managing Director at Fidelity Investments at Fidelity Investments.

What is Harriet Haake Hall's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Harriet Haake Hall at Fidelity Investments.

Where is Harriet Haake Hall based?

Harriet Haake Hall is based in San Diego, California, United States while working with Fidelity Investments.

What companies has Harriet Haake Hall worked for?

Harriet Haake Hall has worked for Fidelity Investments, Transamerica Retirement Solutions, Mammini Company, Affiliated Computer Services (Formerly Mellon Bank), and Mellon Retirement Services (Formally Buck Consultants).

Who are Harriet Haake Hall's colleagues at Fidelity Investments?

Harriet Haake Hall's colleagues at Fidelity Investments include Eric Brezina, Cfa, Shena Mpemwangi, Susan Chopelas, Cathryn Gartley, and Mellissa Hanks.

How can I contact Harriet Haake Hall?

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

What schools did Harriet Haake Hall attend?

Harriet Haake Hall holds Mba, Business Administration And Management, General from Babson College - Franklin W. Olin Graduate School Of Business.

What skills is Harriet Haake Hall known for?

Harriet Haake Hall is listed with skills including Retirement, Financial Services, Vendor Management, Mutual Funds, Benefits Administration, Business Analysis, 401K, and Process Improvement.

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