HB
Heather Balfour
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Work Experience
Apr 2010 - Jul 2017 · 7 years and 3 months
Senior Manager, Service Support And Tranformation
May 2016 - Jul 2017 · 1 years and 2 months
Senior Manager, Process Improvement And Innovation
May 2012 - May 2016 · 4 years
High Net Worth Team Senior Manager
Apr 2010 - May 2012 · 2 years and 1 months
Company Details
10000+ Employees
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 $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Year Founded
1946
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Security brokers, Financial and insurance services, Business Services, Independent financial advisers, Investment companies (trusts), Private equity management services, Retirement & Financial Planning, Investment Services, Retirement & Financial Planning
HQ Location
245 Summer St Boston, MA 02210, US
Keywords
InvestingFinancial AdvisingRetirementInvestmentsOnline tradingAsset managementIRA401kMutual fundsStocksETF
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