Beth Diegel

Sharpshooter
DISC Type : DC

Vice President, Managing Director at Fidelity Investments

Dallas-Fort Worth Metroplex, United States

Overview

Beth Diegel is a Vice President and Managing Director at Fidelity Investments, where she has worked for over 16 years. Her career is rooted in service and operations, including leading a 300-person organization in Workplace Investing. She holds a Masters from Southern New Hampshire University and a Bachelors from Franklin Pierce University.

Outside of her corporate role, Beth is passionate about supporting meaningful causes and family activities. She has participated in the Susan G. Komen More Than Pink Walk with her family, reflecting a commitment to community and personal values that align with her work at Fidelity Charitable.

She was selected for Fidelitys General Management Apprentice program, a rotational program designed to develop high-potential talent for future leadership roles.

Personality Overview

ROI Driven

Precise But Practical

Thorough Evaluator

They like to be in a position where they can control the conversation and terms.  They respond well to strong and respectful communication. More than the product, they care about the effectiveness of the product.

Topics They Care About

Customer Experience
Her career has focused on leading service and operations teams, improving the customer experience, and designing differentiated service offerings for various client segments.
Leadership Development
Rose from a high-potential talent program to a VP, now leads large organizations, and promotes Fidelity's resources for new hires to succeed.
Company Culture
Frequently posts with pride about being a "#FidelityAssociate" and celebrates company-wide awards, such as being named a LinkedIn Top Company.

Media Appearances

Beth has no verified media appearances

Work History

1-2023
Vice President, Managing Director at Fidelity Investments
8-2021 - 1-2023
Vice President, Participant Services at Fidelity Investments
7-2019 - 8-2021
Vice President, Premium Services at Fidelity Charitable
3-2018 - 7-2019
Director, Premium Services at Fidelity Charitable
7-2016 - 3-2018
General Management Apprentice (GMA) at Fidelity Investments

Education

2010 - 2013
Masters from Southern New Hampshire University
2004 - 2008
Bachelors of Science from Franklin Pierce University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Dallas-Fort Worth Metroplex, United States Job Level : Senior Designation : Vice President, Managing Director at Fidelity Investments
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Insights For Selling To Beth

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Be respectful but crisp

DONT's

  • Don't try too hard to forge relationships with them
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beth is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Beth

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Beth move?

  • They can take decisions very fast if you manage to convince them.
  • Can Beth take some risk or not?

  • The risks don’t matter much to them.

You And Beth

Personality Compatibility


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