Karen is a Vice President and Managing Director at Fidelity Investments, specializing in defined contribution and retirement plans. A graduate of Jacksonville University, her career includes senior roles at BofA Merrill Lynch and Prudential. She is a Registered Securities Broker and focuses on helping employees achieve financial well-being.
She builds strong business and personal relationships by being a deep listener and anticipating customer needs. Colleagues describe her as a professional, well-organized, and a strong client advocate who is incredibly responsive and knowledgeable.
While at Merrill Lynch, Karen received the "Bullish Brainstorm Award" for creating an improved workflow that accelerated key processes.
Read the full overview →They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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