Fidelity
Rebecca Walker Loftis has extensive experience in relationship management and project implementation, currently serving as Director of Relationship Management at Fidelity Investments since April 2007. Prior to this role, Rebecca was an Implementation Project Manager and also worked as a Financial Advisor at American Express Financial Advisors from 2003 to 2005. Rebecca served in the US Army from June 1995 to April 2007 as a Staff Sergeant and Army Medic, focusing on Mobilization Operations for Hospital Units deploying overseas. Rebecca holds a degree from Boston University, earned between 1996 and 2000.
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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.