Bill Douglas

Vice President, Retirement Director @Fidelity Investments

Detroit, MI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Vice President, Retirement Director @Fidelity Investments

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EDUCATION

2015 — 2017

Xavier University - Williams College of Business

Master of Business Administration (M.B.A.)

2009 — 2013

Centre College

Bachelor of Science (B.S.)

SKILLS

Microsoft ExcelWritingEquity ResearchFinancial ModelingBusiness DevelopmentLeadershipManagerial FinanceBondsStrategic Financial PlanningFinancial AnalysisEquity ManagementTeamworkFinanceSeries 65InvestmentsPublic SpeakingData Analysis

ABOUT BILL DOUGLAS

My team consults with plan sponsors, advisory teams, and third-party administrators to provide employee benefits solutions. Our focus is on relationship building, and we spend a meaningful amount of time helping them better understand the complex retirement and benefits landscape. Based on these engagements, we’re able to identify ways Fidelity can work with them over the long term to help them realize their Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02••••••••20

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Bill Douglas — Vice President, Retirement Director at Fidelity Investments in Detroit, MI, US | Unifers