Jeffrey Martinez

Director, Relationship Management

Jeffrey Martinez is a Director of Relationship Management with 10 years of experience in the financial services industry. Currently, Jeffrey partners with Plan Sponsors and Investment Professionals to ensure participants are on track for retirement. In the past, Jeffrey managed the daily operations of Fidelity's Canadian Funds and oversaw equity and high yield debt pricing and fair valuation. Jeffrey has also held various roles at Fidelity Investments, including Senior Manager in Fund Accounting and Valuation. They are pursuing a Bachelor's degree in Finance from the University of Oklahoma - Price College of Business.

Location

Dallas, United States

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