Katie.Green@fmr.com
770-657-1179
Katie is Vice President of Sales in the Workplace Investing division at Fidelity Investments. Her career mission is to help companies provide retirement plans that are customized to meet their specific needs and ensure their employees are ready for retirement. In her current role, she is dedicated to helping retirement plan sponsors and consultants in meeting their retirement plan needs through a range of plan options on the East Coast. These include defined contribution, defined benefit, and non-qualified deferred compensation plans.
Prior to Fidelity, Katie was VP Sales at Schwab Retirement Plan Services. She has also served as a Lead Consultant at Clearview Advisory and in a business development role at the plan administration firm Qualified Plans, LLC. With her administration, consulting, and recordkeeping background, Katie helps consultants build solutions centered around plan design, plan administration procedures, as well as fiduciary and regulatory compliance.
Katie received her Bachelor of Science Degree in Education from University of Georgia.