Ken Hevert
- Role
- Head of Client Engagement at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Head of Client Engagement
Jan 2023 — Present
My purpose in this role is to help millions of customers get on a path to living their desired lifestyles through personalized saving and investing guidance and solutions.
Skills
- Retirement Planning
- Mutual Funds
- Relationship Management
- Marketing
- Investments
- Management
- 401k
- Retirement
- Strategy
- Series 7
- Asset Management
- Business Relationship Management
- Financial Services
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