Harriet Haake Hall Email & Phone Number
@fidelity.com
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Who is Harriet Haake Hall? Overview
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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.
Email format at Fidelity Investments
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AeroLeads found 1 current-domain work email signal for Harriet Haake Hall. Compare company email patterns before reaching out.
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.
Harriet Haake Hall's current company
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Harriet Haake Hall work experience
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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.
Client Services Coordinator
Senior Omni Technical Analyst/Project Manager
Client Relationship Manager/Account Manager
Vice President Of Retirement Services
Manager Of Product Support
Retirement Plan Implementation Coordinator
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Eric Brezina, Cfa
Colleague at Fidelity Investments
Downers Grove, Illinois, United States, United States
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Shena Mpemwangi
Colleague at Fidelity Investments
Haslet, Texas, United States, United States
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Susan Chopelas
Colleague at Fidelity Investments
Lynn, Massachusetts, United States, United States
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Cathryn Gartley
Colleague at Fidelity Investments
Greater Boston, United States
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Mellissa Hanks
Colleague at Fidelity Investments
Bosque Farms, New Mexico, United States, United States
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Landry Truett
Colleague at Fidelity Investments
Denver Metropolitan Area, United States
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Mike Garcia
Colleague at Fidelity Investments
United States, United States
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Lokesh Nuthi
Colleague at Fidelity Investments
United States, United States
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KM
Kaushik Maddipatti
Colleague at Fidelity Investments
Cary, North Carolina, United States, United States
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Theodore Pepe
Colleague at Fidelity Investments
Billerica, Massachusetts, United States, United States
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Harriet Haake Hall education
Mba, Business Administration And Management, General
Ba, Math & Economics
Education record
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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