Jenny Cooper

Stock Plan Client Service Director

Jenny Cooper, CFP® CEP, is the Client Service Director at Fidelity Stock Plan Services, where they focus on delivering exceptional client experiences and business improvements through positive leadership and collaborative solutions. They previously held various roles at Fidelity Investments, including managing client relationships and retirement services, and played a pivotal role in team management and service model execution. Earlier in their career, Jenny worked at Star Bank, N.A. as a Retirement Planning Specialist and Trust Operations Supervisor, where they successfully managed substantial assets and fostered client relationships. Jenny earned an MBA from Xavier University and a Certified Equity Professional designation from Santa Clara University.

Location

Hamilton, United States

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