Cherie Hartmann

Vice President, Client Service Leader at Fidelity

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.

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Timeline

  • Vice President, Client Service Leader

    January, 2023 - present

  • Director, TEM Planning And Guidance

    August, 2021

  • Team Leader, Remote Regional Center

    January, 2021

  • Onboarding Leader

    May, 2019

  • Talent Champion

    October, 2018

  • Team Leader, Retirements

    June, 2017

  • Sr Manager, Retirement Investment Solutions

    September, 2013

  • Team Leader

    May, 2011

  • Various

    May, 2007