Ted H. is currently the Director and Team Leader of the Workplace Planning and Advice team at Fidelity Investments, where they lead a group of Workplace Planning Consultants to assist employees in optimizing their employer’s benefits through comprehensive financial advice. With 15 years of leadership experience, Ted has a proven track record in talent and leadership development, fostering an environment of accountability and empathetic guidance. Previously, they held various management positions at T-Mobile and JP Morgan Chase, achieving significant sales milestones and recognition for talent development. Ted is currently pursuing a CFP® Certification Education Course at Northwestern University.
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