Lisa Smith Email & Phone Number
Senior Vice President, Fidelity Workplace Investing, Head of National Accounts @ Fidelity Investments
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Lisa Smith Location
- Mansfield, MA, US
Lisa Smith Work
- 2020 -now Senior Vice President, Fidelity Workplace Investing, Head of National Accounts @
- 2008 -2020 Senior Vice President, Fidelity Institutional Asset Management, Retirement National Accounts @
- 2003 -2008 Senior Vice President, Retirement Product and Marketing @
- 2001 -2003 Senior Vice President, Large and Strategic Market Communication and Education @
- 1998 -2001 Senior Vice President, Large Plan Services Implementation @
- 2019 -now Past President @
- 2008 -2016 Volunteer, Co-Chair @ American Retirement Association - NAPA 401k Summit
Lisa Smith Education
- Isenberg School of Management, UMass Amherst
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
1986-1989
Lisa Smith Skills
- 401k
- Retirement
- Mutual Funds
- Financial Services
- 401(k) Retirement Savings Plans
- Management
- Retirement Planning
- Investments
- Asset Allocation
- Sales
- Insurance
- Wealth Management
- Series 7
- Series 63
- Marketing
- Financial Advisory
- Product Development
- Sales Management
- Strategy
- Business Development
- 401K Retirement Savings Plans
- Microsoft Office
- Marketing Communications
- Relationship Management
- Services
- Employee Benefits
- 401 Retirement Savings Plans
Lisa Smith Summary
- Lisa Smith, based in Mansfield, MA, US, is currently a Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at Fidelity Investments. Lisa Smith brings experience from previous roles at Fidelity Investments. Lisa Smith holds a 1986 - 1989 Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes 401k, Retirement, Mutual Funds, Financial Services, 401(k) Retirement Savings Plans and more. Lisa Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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