Lisa Deppey
Strategic Financial Services Executive | Client Relationship Management | Retirement Plan Consulting | Coaching & Mentoring | Team Leadership | Cross-Functional Collaboration
- Role
- Managing Director at Fidelity Investments
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Lisa Deppey
With a career rooted in financial services and retirement planning, I’ve built my reputation on one guiding principle: when you prioritize people—clients, colleagues, and teams—results naturally follow. As a VP and trusted advisor to public-sector clients, I help others achieve their goals through thoughtful strategy, exceptional service, and impactful coaching. Whether I\'m leading a team, solving client challenges, or supporting board-level decision-making, I’m known for bringing clarity, collaboration, and care to every conversation. Notable accomplishments include: • Directed $9B in assets across a 17-state region while mentoring Relationship Managers to excellence. • Presented to boards and executives on plan design, leading to modernization and optimization. • Successfully managed retirement plans for large (100M+) governmental clients in Colorado. • Led product adoption and retention initiatives that deepened client engagement. • Drove sales growth by 64% in a previously stagnant territory. Let’s connect if you value collaboration, transparency, and thoughtful leadership in retirement planning and client service. I look forward to learning from each connection.
Experience
Managing Director
Nov 2025 — Present · Phoenix, AZ, US
Education
Regis University
Bachelor's degree
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