Directory

>

Lisa Smith

avatar

Lisa Smith

Senior Vice President, Fidelity Workplace Investing, Head of National Accounts | WE Inspire. Promote. Network. (WIPN)

Mansfield, Massachusetts, United States

View contact details (it's free)

Lisa Smith

Summary

Lisa Smith is an accomplished leader in the financial services industry with over 30 years of experience, specializing in retirement plans and business development. As the Senior Vice President at Fidelity Investments, she heads the National Accounts team, focusing on strategic partnerships and innovative solutions that drive growth. Lisa's extensive background in consulting and relationship management has equipped her with a unique ability to connect diverse stakeholders and create value for clients. She has received multiple awards for her outstanding contributions, including the Presidents Circle Award and the Excellence Award. Beyond her corporate role, she actively participates in industry initiatives, having served as Past President of We Inspire Promote Network. Lisa holds a Bachelor of Science degree in Business Administration from the Isenberg School of Management, UMass Amherst, where she developed her foundational skills in management and operations. Her passion for enhancing retirement solutions reflects her commitment to the financial well-being of individuals and organizations alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Lisa Smith

Work Experience

company logo

Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at

Fidelity Investments

April 2020 - Present

company logo

Past President at

WE Inspire. Promote. Network. (WIPN)

January 2019 - Present

company logo

Senior Vice President, Fidelity Institutional Asset Management, Retirement National Accounts at

Fidelity Investments

January 2008 - April 2020

💼

Volunteer, Co-Chair at

American Retirement Association Napa 401k Summit

January 2008 - January 2016

company logo

Senior Vice President, Retirement Product and Marketing at

Fidelity Investments Institutional Services

September 2003 - April 2008

💼

Senior Vice President, Large/Strategic Market Communication and Education at

Fidelity Investments Retirement Services

February 2001 - October 2003

💼

Senior Vice President, Large Plan Services Implementation at

Fidelity Investments Retirement Services

July 1998 - February 2001

Logos provided by Logo.dev

Lisa Smith

Education

Isenberg School of Management, UMass Amherst, Bachelor Of Science (B.S.)

January 1986 - January 1989

Frequently Asked Questions about Lisa Smith

What is Lisa Smith email address?

Lisa Smith's primary email address is **********@fidelity.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lisa Smith work for?

Lisa Smith is a Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at WE Inspire. Promote. Network. (WIPN).

Where Lisa Smith graduated from?

Lisa Smith holds a degree in Business Administration, Management And Operations from Isenberg School of Management, UMass Amherst.

How can I directly contact Lisa Smith?

To contact Lisa Smith directly, you can use the email address **********@fidelity.com. Complete contact information is available upon registration with Muraena.

Who is Lisa Smith?

Lisa Smith is an accomplished leader in the financial services industry with over 30 years of experience, specializing in retirement plans and business development. As the Senior Vice President at Fidelity Investments, she heads the National Accounts team, focusing on strategic partnerships and innovative solutions that drive growth. Lisa's extensive background in consulting and relationship management has equipped her with a unique ability to connect diverse stakeholders and create value for clients. She has received multiple awards for her outstanding contributions, including the Presidents Circle Award and the Excellence Award. Beyond her corporate role, she actively participates in industry initiatives, having served as Past President of We Inspire Promote Network. Lisa holds a Bachelor of Science degree in Business Administration from the Isenberg School of Management, UMass Amherst, where she developed her foundational skills in management and operations. Her passion for enhancing retirement solutions reflects her commitment to the financial well-being of individuals and organizations alike.

Lisa`s contact details

mail

**********@fidelity.com

View Contact details (it's free)
Request Profile Removal