Tom

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Vice President - Plan Document Consulting at Fidelity Investments|Roanoke, Texas, United States

Position:

Vice President - Plan Document Consulting at Fidelity Investments

Location:

Roanoke, Texas, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 34 years

Vice President - Plan Document Consulting at Fidelity Investments

Nov 2025 - Current

Director at Fidelity Investments

Oct 1993 - Current

Broker at Morgan Stanley

Jul 1992 - Oct 1993

Tom started working in 1992, then the employee has changed 1 company and 2 jobs. On average, Tom works for one company for 11 years 7 months.

Their professional focus is 401k, Business Development, and Business Process Improvement across 3 core areas.

Tom holds Generative AI for Leaders certifications.

Education

Hofstra University

Skills

Business Development, Business Process Improvement, 401k

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Tom
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