AeroLeads people directory · profile

Jim March Email & Phone Number

Director, Core Operations at Fidelity Charitable®
Location: Dallas-Fort Worth Metroplex, United States 10 work roles 3 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@fidelity.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Charitable®
Role
Director, Core Operations
Location
Dallas-Fort Worth Metroplex, United States
Company size
313 employees

Who is Jim March? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jim March is listed as Director, Core Operations at Fidelity Charitable®, a with 313 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Jim March.

Jim March previously worked as Sr. Manager, Cash Reconciliations at Fidelity Investments and Manager, Cash Reconciliations at Fidelity Investments. Jim March holds Master Of Science (Ms), Accounting from University Of Milwaukee - Wisconsin.

Company email context

Email format at Fidelity Charitable®

This section adds company-level context without repeating Jim March's masked contact details.

{first}.{last}@fidelity.com
86% confidence

AeroLeads found 1 current-domain work email signal for Jim March. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Jim March

Jim March is a Director, Core Operations at Fidelity Charitable®. He possess expertise in accounting, finance, management, social media, time management and 12 more skills.

Listed skills include Accounting, Finance, Management, Social Media, and 13 others.

Current workplace

Jim March's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Charitable®
Fidelity Charitable®
Director, Core Operations
boston, massachusetts, united states
Website
fidelitycharitable.org
Employees
313
AeroLeads page
Company profile
View company profile Email format
10 roles

Jim March work experience

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

Manager, Cash Reconciliations

Fidelity Investments

Westlake, Tx

Aug 2019 - Dec 2021

Reconciliations Analyst (V) - Qc / Audit Team

Fidelity Investments

Westlake, Texas

Led Fidelity's private placement and PIPE share reconciliationsEstablished and performs a reconciliation process for the debt and equity of an alternative investmentManaged special projects to reduce the risk of registered positions and the share cleaning processWorked with counterparties to retrieve escheated property Candidate for the CFA Level II exam

Jul 2018 - Aug 2019

Proxy Reconciliations Analyst (Iv)

Fidelity Investments

Westlake, Texas

Researched eligibility and reconciled ballot discrepancies on behalf of Fidelity's fundsImproved exception tracking to facilitate real time ballot monitoringPartnered with System Teams to deliver tool enhancements by utilizing AGILE methodologyExecuted ad hoc reconciliations and verifications which required sophisticated proxy knowledgeTrained new analysts on proxy processes and procedures

Oct 2016 - Jul 2018

Position Reconciliations Analyst (Iii)

Fidelity Investments

Westlake, Texas

Researched and resolved share quantity discrepancies for Fidelity's institutional fundsWorked in concert with Corporate Actions, Fund Events and Trade Operations

Feb 2016 - Oct 2016

Restaurant Owner & Operator

Bel'Gustos - New Berlin, Wi

New Berlin, Wi

Resumed operation of the initial Bel'GUSTOS restaurant in New Berlin, WI. Analyzed financial performance, forecasts and budgets.Increased revenues 60% within six months.

Sep 2014 - Dec 2015

Restaurant Owner & Operator

Bel'Gustos - Irving, Tx

Irving, Tx

Jul 2011 - Oct 2014

Private Equity Intern Accountant

Stark Investments

St. Francis, Wi

Performed daily and monthly accounting procedures for 3 funds and 18 underlying entities.Prepared consolidated monthly financials.Assisted in developing analytic and quantitative models to value private equity investments.Implemented procedures to help secure company assets.Assisted the Internal Audit department by reconciling positions and reports.Designed an automated NAV report previously done manually.

Feb 2010 - May 2011

Restaurant Owner & Operator

Bel'Gustos - New Berlin, Wi

New Berlin, Wi

May 2006 - Aug 2009
Team & coworkers

Colleagues at Fidelity Charitable®

Other employees you can reach at fidelitycharitable.org. View company contacts for 313 employees →

TH Tony Hankerson, Jr. Tony Hankerson, Jr. Colleague at Fidelity Charitable®Morrisville, North Carolina, United States View → KS Kevin Smith Kevin Smith Colleague at Fidelity Charitable®Portsmouth, New Hampshire, United States View → MN Maiya Nakayama Maiya Nakayama Colleague at Fidelity Charitable®Greensboro, North Carolina, United States View → TS Tracy Sessions Tracy Sessions Colleague at Fidelity Charitable®Durham, North Carolina, United States View → BC Brenna Casella Smith Brenna Casella Smith Colleague at Fidelity Charitable®Southlake, Texas, United States View → MR Matthew Ruterbories, Cpa Matthew Ruterbories, Cpa Colleague at Fidelity Charitable®Raleigh-Durham-Chapel Hill Area, United States View → G" George George "Zeke" James Colleague at Fidelity Charitable®Wynnewood, Pennsylvania, United States View → LR Luis Rodriguez Luis Rodriguez Colleague at Fidelity Charitable®Dallas-Fort Worth Metroplex, United States View → ML Matt Litzsinger Matt Litzsinger Colleague at Fidelity Charitable®Morrisville, North Carolina, United States View → JR Jake Riberich Jake Riberich Colleague at Fidelity Charitable®Dallas-Fort Worth Metroplex, United States View →
3 education records

Jim March education

Master Of Science (Ms), Accounting

University Of Milwaukee - Wisconsin

Education record

Waukesha West High School
FAQ

Frequently asked questions about Jim March

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

What company does Jim March work for?

Jim March works for Fidelity Charitable®.

What is Jim March's role at Fidelity Charitable®?

Jim March is listed as Director, Core Operations at Fidelity Charitable®.

What is Jim March's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Jim March at Fidelity Charitable®.

Where is Jim March based?

Jim March is based in Dallas-Fort Worth Metroplex, United States while working with Fidelity Charitable®.

What companies has Jim March worked for?

Jim March has worked for Fidelity Charitable®, Fidelity Investments, Bel'Gustos - New Berlin, Wi, Bel'Gustos - Irving, Tx, and Stark Investments.

Who are Jim March's colleagues at Fidelity Charitable®?

Jim March's colleagues at Fidelity Charitable® include Tony Hankerson, Jr., Kevin Smith, Maiya Nakayama, Tracy Sessions, and Brenna Casella Smith.

How can I contact Jim March?

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

What schools did Jim March attend?

Jim March holds Master Of Science (Ms), Accounting from University Of Milwaukee - Wisconsin.

What skills is Jim March known for?

Jim March is listed with skills including Accounting, Finance, Management, Social Media, Time Management, Internal Audit, Financial Analysis, and Forecasting.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jim March you were looking for.

Jim March
Jim March
General Manager At East Bay Grille
Braintree, Ma
Jim March
Jim March
Vp And Assist General Counsel At Zurich Insurance
New York, Ny
1 email domain
View similar profiles