Carrie James is a Managing Director at Fidelity Investments, a position they have held since 2021. They also serve as an Adjunct Instructor at Lindenwood University since 2022. Previously, Carrie gained extensive experience in the retirement services sector, having held roles such as Senior Consultant at Lockton Retirement Services, Retirement Strategy Partner at Saint Luke's Health System, and Benefits Specialist - Retirement at Stifel Financial Corp. Carrie earned a BS and MA in Accounting from Iowa State University, which they attended from 1998 to 2004.
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