Cherie Hartmann, MBA, has over 16 years of experience in the financial services industry, currently serving as Vice President and Client Service Leader at Fidelity Investments since May 2007. Hartmann has held multiple leadership roles within the company, including Director of TEM Planning and Guidance and Team Leader of various divisions such as Remote Regional Center and Retirements. Prior experience includes roles as a Financial Advisor at New England Financial and Ameriprise Financial Services, Inc. Hartmann holds a Bachelor’s degree in International Business and Finance from The Ohio State University Fisher College of Business and a Master of Business Administration from Xavier University - Williams College of Business.
January, 2023 - present
August, 2021
January, 2021
May, 2019
October, 2018
June, 2017
September, 2013
May, 2011
May, 2007
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