Fidelity
Jennifer Tate is a highly experienced Sr. Event Manager at Fidelity Investments, where responsibilities include leading the planning and execution of high-quality meetings and events, achieving a consistent NPS rating of 85% across more than 10 annual events. Prior roles include Event Manager at Orangetheory Fitness, where management of a $7.3 million annual event budget was pivotal, and roles at Publix Super Markets and JM Family Enterprises, focusing on community relations and philanthropic event planning. Early career experience at the Cystic Fibrosis Foundation involved achieving significant growth in special event funding. Jennifer holds a Bachelor's degree in Business/Corporate Communications from Ithaca College.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.