John-Thomas Petree

Regional Vice President, Planning Solutions

Role: Regional Vice President, Planning Solutions at Fidelity Investments
Location: Madison, WI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Regional Vice President, Planning Solutions
Fidelity Investments
Sep 2021 — Present

Education

University of Wisconsin-Madison
Master of Business Administration - MBA
2019 — 2021
The University of Texas at Arlington
Bachelor’s Degree
2003 — 2005

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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Experience

Regional Vice President, Planning Solutions

Education

University of Wisconsin-Madison

The University of Texas at Arlington

Find verified contacts for anyone on LinkedIn