Jim Freeman Email & Phone Number
Executive Vice President | Head of Stock Plan Services @ Fidelity Investments
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Jim Freeman Location
- Boston, MA, US
Jim Freeman Work
- Executive Vice President | Head of Stock Plan Services @ (December 2025 - Present)
- Executive Vice President | Workplace Investing Client Engagement Group @ (February 2024 - January 2026)
- Head of Sales, Workplace Investing at Fidelity Investments @ (January 2023 - February 2024)
- Head of One Stop Life Shop @ (October 2019 - January 2023)
- Head of Lifetime Engagement @ (January 2019 - October 2019)
- Senior Vice President, Relationship Management @ (May 2013 - December 2018)
- Senior Vice President, National Sales Manager @ (March 2011 - May 2013)
- Senior Vice President, Regional Sales Manager @ (June 2007 - March 2011)
- Vice President, Account Executive @ (July 1999 - June 2007)
- Product and Services Consultant, Sales @ (June 1997 - July 1999)
- Director, Implementation @ (July 1995 - June 1997)
- Project Manager, Service Development @ (September 1993 - July 1995)
- Senior Auditor @ Lifetime Corporation (June 1991 - September 1993)
- Internal Auditor @ Beth Israel Hospital (April 1989 - June 1991)
- Auditor @ (August 1987 - April 1989)
Jim Freeman Education
- Babson College
Masters (Business Administration)
1994-1999 - University of Massachusetts Dartmouth
Bachelor of Science (Accounting)
1983-1987
Jim Freeman Skills
- 401k
- Series 63
- Series 7
- Mutual Funds
- Retirement
- Defined Contribution
- Investments
- Retirement Planning
- Defined Benefit
- Series 6
- Asset Allocation
- Relationship Management
- Financial Services
- Profit Sharing
- ERISA
- Investment Advisory
- Series 24
- Pensions
- Asset Managment
- Securities
- Change Management
- Microsoft Word
- Strategic Planning
- Tax
- Business Analysis
- Customer Service
- Strategy
- Leadership
Jim Freeman Summary
- Jim Freeman, based in Boston, MA, US, is currently a Executive Vice President | Head of Stock Plan Services at Fidelity Investments. Jim Freeman brings experience from previous roles at Fidelity Investments. Jim Freeman holds a 1994 - 1999 Masters in Business Administration @ Babson College. With a robust skill set that includes 401k, Series 63, Series 7, Mutual Funds, Retirement and more. Jim Freeman has 1 emails and 2 mobile phone numbers on RocketReach.
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