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Sangeeta Moorjani
Sangeeta Moorjani
EVP, Head of Tax Exempt Market & Lifetime Engagement
Andover, Massachusetts, United States
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.
Sangeeta Moorjani
Work Experience
EVP, Head of Tax Exempt Market & Lifetime Engagement at
Fidelity Investments
December 2021 - Present
Head of Tax Exempt Business & Retirement Solutions, Executive Vice President at
Fidelity Investments
November 2021 - Present
Head of Workplace Investing Product, Marketing and Advice, EVP at
Fidelity Investments
January 2017 - Present
Head of Portfolio Advisory Services at Work (PAS-W) at
Fidelity Investments
January 2011 - January 2017
SVP, Fidelity Consulting Group at
Fidelity Investments
January 2010 - January 2011
SVP, Customer Acquisition and Development at
Fidelity Investments
January 2008 - January 2010
SVP, Stock Plan Services Marketing at
Fidelity Investments
January 2005 - January 2008
SVP, Segment Management at
Fidelity Investments
January 2004 - January 2005
VP, High-Net-Worth Customer Segment Management at
Fidelity Investments
January 2003 - January 2004
VP, High-Net-Worth Offering at
Fidelity Investments
January 2000 - January 2003
VP, Segment Management at
Fidelity Investments
January 1998 - January 2000
Director, Product Management at
Fidelity Investments
January 1997 - January 1998
Sr. Marketing Manager, Product Management at
Fidelity Investments
January 1995 - January 1997
Senior Product Manager at
Baybank Systems
January 1994 - January 1995
Manager Assistant at
Citibank
January 1992 - January 1994
Research Analyst at
PAN ARAB RESEARCH CENTER (PARC)
January 1990 - January 1991
Summer Intern at
Citi
January 1989 - January 1990
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
*****************@fidelity.com
*****************@fmr.com