Jim Freeman
Executive Vice President | Workplace Investing | Fidelity Investments
- Role
- Executive Vice President Workplace Investing Client Engagement Group at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jim Freeman
I firmly believe that successful people and organizations share one critical attribute;…
Experience
Executive Vice President Workplace Investing Client Engagement Group
Feb 2024 — Present · Boston, MA, US
Education
University of Massachusetts Dartmouth
Bachelor of Science, Accounting
1983 — 1987
Babson College
Masters, Business Administration
1994 — 1999
Skills
- Series 63
- Relationship Management
- Retirement
- Series 7
- Asset Allocation
- Mutual Funds
- Profit Sharing
- Pensions
- Retirement Planning
- Investment Advisory
- Erisa
- Series 6
- Series 24
- Defined Contribution
- Asset Managment
- 401k
- Securities
- Financial Services
- Investments
- Defined Benefit
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