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Sangeeta Moorjani

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Sangeeta Moorjani

EVP, Head of Tax Exempt Market & Lifetime Engagement

Andover, Massachusetts, United States

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Sangeeta Moorjani

Summary

Sangeeta Moorjani is an accomplished executive with a wealth of experience in financial services, particularly in the tax-exempt market and employee engagement. As the EVP and Head of Tax Exempt Market at Fidelity Investments, she leads initiatives that help nonprofit organizations and their employees navigate complex financial decisions throughout their lives. Her commitment to financial literacy and mobility reflects her passion for empowering individuals and communities. Sangeeta is an advocate for women's rights and Asian cultural inclusion, serving on the boards of Women Who Win and Pratham Education Foundation. With a diverse background that spans over three decades in various leadership roles at Fidelity, she has developed expertise in business strategy, investment advisory services, and marketing strategy. Outside of work, she enjoys spending time with her family, engaging in yoga, and exploring new books and podcasts.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Sangeeta Moorjani

Work Experience

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EVP, Head of Tax Exempt Market & Lifetime Engagement at

Fidelity Investments

December 2021 - Present

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Head of Tax Exempt Business & Retirement Solutions, Executive Vice President at

Fidelity Investments

November 2021 - Present

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Head of Workplace Investing Product, Marketing and Advice, EVP at

Fidelity Investments

January 2017 - Present

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Head of Portfolio Advisory Services at Work (PAS-W) at

Fidelity Investments

January 2011 - January 2017

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SVP, Fidelity Consulting Group at

Fidelity Investments

January 2010 - January 2011

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SVP, Customer Acquisition and Development at

Fidelity Investments

January 2008 - January 2010

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SVP, Stock Plan Services Marketing at

Fidelity Investments

January 2005 - January 2008

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SVP, Segment Management at

Fidelity Investments

January 2004 - January 2005

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VP, High-Net-Worth Customer Segment Management at

Fidelity Investments

January 2003 - January 2004

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VP, High-Net-Worth Offering at

Fidelity Investments

January 2000 - January 2003

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VP, Segment Management at

Fidelity Investments

January 1998 - January 2000

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Director, Product Management at

Fidelity Investments

January 1997 - January 1998

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Sr. Marketing Manager, Product Management at

Fidelity Investments

January 1995 - January 1997

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Senior Product Manager at

Baybank Systems

January 1994 - January 1995

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Manager Assistant at

Citibank

January 1992 - January 1994

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Research Analyst at

PAN ARAB RESEARCH CENTER (PARC)

January 1990 - January 1991

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Summer Intern at

Citi

January 1989 - January 1990

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Sangeeta Moorjani

Education

Savitribai Phule Pune University, Mba

January 1988 - January 1990

Frequently Asked Questions about Sangeeta Moorjani

What is Sangeeta Moorjani email address?

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

Where Sangeeta Moorjani graduated from?

Sangeeta Moorjani holds a degree in Marketing from Savitribai Phule Pune University.

How can I directly contact Sangeeta Moorjani?

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

Who is Sangeeta Moorjani?

Sangeeta Moorjani is an accomplished executive with a wealth of experience in financial services, particularly in the tax-exempt market and employee engagement. As the EVP and Head of Tax Exempt Market at Fidelity Investments, she leads initiatives that help nonprofit organizations and their employees navigate complex financial decisions throughout their lives. Her commitment to financial literacy and mobility reflects her passion for empowering individuals and communities. Sangeeta is an advocate for women's rights and Asian cultural inclusion, serving on the boards of Women Who Win and Pratham Education Foundation. With a diverse background that spans over three decades in various leadership roles at Fidelity, she has developed expertise in business strategy, investment advisory services, and marketing strategy. Outside of work, she enjoys spending time with her family, engaging in yoga, and exploring new books and podcasts.

Sangeeta`s contact details

mail

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

*****************@fmr.com

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