Nancy Klein
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Nancy Klein Email & Phone Number

Communications Consultant at Fidelity Investments
Location: Greater Boston, United States 9 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email n****@fidelity.com
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Current company
Role
Communications Consultant
Location
Greater Boston, United States
Company size

Who is Nancy Klein? Overview

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Quick answer

Nancy Klein is listed as Communications Consultant at Fidelity Investments, a with 52767 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Nancy Klein.

Nancy Klein previously worked as High Net Worth Service Associate at Fidelity Investments and Customer Relationship Advocate at Fidelity Investments. Nancy Klein holds Bachelor Of Science, Business Administration/Marketing from University Of Florida - Warrington College Of Business.

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Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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Profile bio

About Nancy Klein

I am a highly creative and results-driven marketing director with experience generating revenue and increasing support bases for a multitude of cause and awareness initiatives in both corporate and non-profit settings. I am skilled at developing and managing omnichannel campaigns that inspire action and deliver growth and revenue benchmarks. 🔹 Directed Cochlear’s national omnichannel strategy for awareness and cause marketing initiatives resulting in broad adoption in both B2B and B2C channels. 90% of industry leaders implemented key messaging and cross-promoted campaign on their websites and social media channels.🔹 Achieved record-breaking revenue, raising $1.4 million, during 2014-2015 fiscal year at The Leukemia & Lymphoma Society (LLS) Palm Beach Chapter. Directed two campaigns (Palm Beach Gala and Man & Woman of the Year) with both surpassing budgeted goal: Gala over goal by $231,000 and Man & Woman of the Year over goal by $273,000.🔹 Key team member of record-breaking American Heart Association's (AHA) Heart Ball (2008 Palm Beach) securing over $2.4 million in revenue from corporate sponsorships, individual donations, auction and sold-out attendance. PROFICIENCIES: • Strategic Planning • Fundraising • Team Leadership • Digital Marketing • Storytelling • Research • Marketing Campaigns • Reporting • Budget Management • Event Planning • Marketing Programs • Public Speaking • SEO • Public Relations • Volunteer Recruitment & Management • Educating • Thought Leadership

Listed skills include Fundraising, Public Relations, Media Relations, Marketing, and 16 others.

Current workplace

Nancy Klein's current company

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Fidelity Investments
Fidelity Investments
Communications Consultant
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
9 roles

Nancy Klein work experience

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Communications Consultant

Current

United States

I support Large and Select Market Workplace Investing clients to deliver communications and education strategies that encourage their participants to take action to optimize their benefits and improve their financial well-being.

Mar 2023 - Present

High Net Worth Service Associate

United States

Focused on enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. Implementing strong interpersonal skills along with financial and technological knowledge, my role increases client experience, loyalty and drives business development opportunities.

Jan 2023 - Mar 2023

Customer Relationship Advocate

Merrimack, New Hampshire, United States

Jan 2022 - Jan 2023

Cause Marketing Manager

Littleton, Colorado, United States

Newly created position resulting from impact of work as Community Events Coordinator. Developed and led national multichannel integrated marketing campaigns that enhanced organization’s brand values, brand identity and reputation. Collaborated across Marketing, Sales and Volunteer teams to deliver targets, meet objectives and support organizational mission. Created and executed strategic plans to raise category and brand awareness through consumer, Industry partner, clinical, and employee engagement. Exceeded objectives by aligning brand with hearing health and hearing solutions resulting in millions of new impressions through innovative and cost-effective tactics.

Jun 2017 - Sep 2020

Community Events Coordinator

Centennial, Co

Identified opportunities to strategically partner with organizations aligned to the cause, negotiated deliverables, and fostered mutual goals. Cultivated excellent working relationships with industry leadership teams to formulate innovative outreach tactics bringing added value to each partnership.

Apr 2016 - Jun 2017

Campaign Director, Palm Beach

West Palm Beach, Florida

Directed dozens of events per year in relation to the Annual Palm Beach Gala and Man & Woman of the Year Campaign which resulted in record-breaking $1.4 million net revenue, sold-out attendance (650+ for Gala and 400+ Man & Woman of Year) and extensive coverage by broadcast, print and digital.Led chapter public relations initiatives; identified PR opportunities, wrote press releases, leadership profiles, pitched stories, negotiated contracts, designed/updated websites, directed social media efforts.

Jul 2012 - Jun 2015

Community Outreach Coordinator

West Palm Beach, Florida, United States

Initiated and engaged in opportunities for enhancing public awareness, including media relations, advocacy efforts, and speaking engagements. Built and strengthened relationships with business partners and key volunteers to drive fundraising efforts and achieve monetary goals across 4 county market.

Feb 2012 - Aug 2012

Communications Manager

West Palm Beach, Florida Area

Developed, executed, and monitored all branding, communications, and PR strategies. Wrote and pitched all press releases ranging from event-specific topics to advocacy issues. Developed and negotiated media sponsorships.

Nov 2009 - Feb 2012

Special Projects Coordinator

West Palm Beach, Florida, United States

Developed growth strategies, sales plans, budgeting, and logistical efficiencies for annual events including the Palm Beach Heart Ball, Heart Walk, Go Red for Women and Heart Open Tennis Tournament.

Jul 1995 - Jul 2008
Team & coworkers

Colleagues at Fidelity Investments

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1 education record

Nancy Klein education

FAQ

Frequently asked questions about Nancy Klein

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

What company does Nancy Klein work for?

Nancy Klein works for Fidelity Investments.

What is Nancy Klein's role at Fidelity Investments?

Nancy Klein is listed as Communications Consultant at Fidelity Investments.

What is Nancy Klein's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Nancy Klein at Fidelity Investments.

Where is Nancy Klein based?

Nancy Klein is based in Greater Boston, United States while working with Fidelity Investments.

What companies has Nancy Klein worked for?

Nancy Klein has worked for Fidelity Investments, Cochlear, The Leukemia & Lymphoma Society, Alzheimer'S Association®, and Alzheimer'S Community Care.

Who are Nancy Klein's colleagues at Fidelity Investments?

Nancy Klein's colleagues at Fidelity Investments include Michele Combs, Manoj Unnikrishnan, Daniel Goepp, Prince Allen, and Angie Garris.

How can I contact Nancy Klein?

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

What schools did Nancy Klein attend?

Nancy Klein holds Bachelor Of Science, Business Administration/Marketing from University Of Florida - Warrington College Of Business.

What skills is Nancy Klein known for?

Nancy Klein is listed with skills including Fundraising, Public Relations, Media Relations, Marketing, Press Releases, Leadership, Event Management, and Sponsorship.

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