Fidelity
Leigh Penniman is a seasoned professional currently serving as Senior Vice President and Managing Director at Fidelity Investments since May 2012, where leadership of a team of relationship managers focuses on the support and satisfaction of tax-exempt retirement plan sponsors. Previously, Leigh held the position of Vice President of Client Communications, leading initiatives in strategic communications for the tax-exempt market. Earlier experience at Fidelity includes roles such as Marketing Communications Director, overseeing custom communication production for 401(k) participants, and various positions in retirement investment services. Additionally, Leigh worked as Business Services Manager at New England Home Therapies and served as an English Teacher at Bedford Middle School. Leigh holds an MBA from Babson College and a BA in American Studies from Fairfield University.
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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.