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Jon Graff Location
Cincinnati, OH, US
Jon Graff Work
Head of Client Service Management for Select and Large Markets @ (September 2025 - Present)
Head of Large Market Product Strategy @ (March 2022 - September 2024)
Head of Employer Services and Operations @ (January 2020 - March 2022)
SVP, Participant Services Director @ (May 2016 - January 2020)
Managing Director - Retirement Plan Services Marketing @ (January 2014 - April 2016)
Vice President and Market Manager @ (November 2007 - January 2014)
Vice President and Group Manager @ (October 1999 - November 2007)
Director, Transition Services @ (July 1996 - October 1999)
Director - Relationship Management @ (December 1994 - July 1996)
Jon Graff Education
University of Connecticut School of Business
MBA (Business Administration)
College of the Holy Cross
BA (Economics)
Jon Graff Skills
401k
Retirement Planning
Strategy
Relationship Management
Management
Jon Graff Summary
Jon Graff, based in Cincinnati, OH, US, is currently a Head of Client Service Management for Select and Large Markets at Fidelity Investments. Jon Graff brings experience from previous roles at Principal Financial Group, Wells Fargo and Charles Schwab. Jon Graff holds a MBA in Business Administration @ University of Connecticut School of Business. With a robust skill set that includes 401k, Retirement Planning, Strategy, Relationship Management, Management and more. Jon Graff has 3 emails and 1 mobile phone numbers on RocketReach.
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