Jacquelyn Batterman, MBA, CFP®, is currently the Director, Product and Service Consultant at Fidelity Investments, a role they have held for several years. They previously served in various positions at Fidelity, including Senior Product and Service Consultant and Workplace Planning Consultant I, showcasing a strong background in financial services. Jacquelyn began their career as a Marketing Coordinator at Northeast Planning Associates and completed a communications internship with the Village Empowerment Project. They earned a Bachelor’s degree in English with a minor in Business Administration from the University of Massachusetts Lowell, followed by a Master of Business Administration from Boston College.
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