Cassidy Whitehead
Director, Client Experience
- Role
- Director at Fidelity Investments
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
About Cassidy Whitehead
Hello! I have been at Fidelity since May of 2014. I have been in various roles from Customer Service, Sales, Onboarding, and Leadership. I am a Team Leader for our Workplace Planning Consultant role at Fidelity Investments. Here in the Workplace Planning and Advice group we believe that every participant should have a plan to achieve their goals. I want to be an inspiration to my peers and my associates by having aggressive goals and encouraging others to do the same. I want to be known as a strong, driven leader that leads by example. Success for me is constant improvement and doing everything I can to further my career and help others around me do the same. I want to be able to give back and make people feel like their hard work is appreciated and worth the effort.
Experience
Director
Mar 2026 — Present
Education
St. Petersburg College
Finance, General
2011 — 2014
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