Fidelity
Sangeeta Moorjani has extensive experience in the financial services industry, primarily with Fidelity Investments since 1995, where current roles include Executive Vice President (EVP) and Head of Tax Exempt Market & Lifetime Engagement, as well as oversight of various product and marketing initiatives. Previous positions at Fidelity include leadership in Portfolio Advisory Services, Customer Acquisition and Development, and Stock Plan Services Marketing, among others. Prior to Fidelity, Sangeeta was a Senior Product Manager at BayBank Systems, Inc., and held positions at Citibank Canada, PAN ARAB RESEARCH CENTER (PARC), and Citibank. Sangeeta holds an MBA in Marketing from Savitribai Phule Pune 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.