Stephen Long
Retirement Director
- Role
- Sr Vice President, Retirement Director at Fidelity Investments
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Stephen Long
I am a highly motivated, results oriented professional with 20+ years of experience. I…
Experience
Sr Vice President, Retirement Director
Oct 1997 — Present
Lead a team in support of financial advisors in North Carolina and southern Virginia. Help financial advisors and companies design effective employee benefit programs. Primary emphasis in six key areas: 401(k)/Retirement Plans, Financial Wellness, HSAs, Payroll/HR, Student Debt and Charitable Giving. Extremely passionate about alleviating administrative burdens on company staff and helping employees become financially well.
Education
Weatherhead School of Management at Case Western Reserve University
Master of Business Administration (MBA)
Wilbur O. and Ann Powers College of Business at Clemson University
Bachelor of Science - BS
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