Directory
>
Lisa Smith
Lisa Smith
Senior Vice President, Fidelity Workplace Investing, Head of National Accounts | WE Inspire. Promote. Network. (WIPN)
Mansfield, Massachusetts, United States
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.
Lisa Smith
Work Experience
Senior Vice President, Fidelity Workplace Investing, Head of National Accounts at
Fidelity Investments
April 2020 - Present
Past President at
WE Inspire. Promote. Network. (WIPN)
January 2019 - Present
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
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
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
**********@fidelity.com