James Whalen
Director, Wealth Management & Retirement Offerings @Fidelity Investments
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WORK HISTORY
Director, Wealth Management & Retirement Offerings @Fidelity Investments
Boston, MA, US
EDUCATION
Pomfret School
General
Babson College
Bachelor of Business Administration (B.B.A.), Strategic Management Concentration
ABOUT JAMES WHALEN
With over ten years of experience in the financial services industry, I am a Director of Wealth Management Strategy at Fidelity Investments, where I lead the development and execution of strategic initiatives to enhance the value proposition and growth of Fidelity\'s wealth management offerings. I leverage my expertise in FinTech, data analysis, and product strategy to identify and incubate innovative solutions that address the evolving needs and preferences of our clients, partners, and advisors. Previously, I was a Vice President at JPMorgan Chase & Co, where I was responsible for the go-to-market strategy and launch of new wealth management products and services. I have a strong track record of delivering results, collaborating with cross-functional teams, and driving customer satisfaction and retention.
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