Karen Gemski in

Karen Gemski

Go-getter · DISC type d
Vice President, Managing Director at Fidelity Investments
📍 New York City Metropolitan Area, United States

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.

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Experience
24 Years
Current Role
Vice President, Managing Director
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Karen shows up

Fast-Paced
Vision Oriented
Challenger

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.

Priorities

Topics Karen cares about

Retirement Planning
Her entire career is focused on defined contribution, defined benefit, and non-qualified retirement plans to help employees prepare for their future.
Financial Wellness
She serves as a client advocate to help employees engage with and focus on their long-term financial well-being.
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Career

Work history

8-2015
Vice President, Managing Director
Fidelity Investments
2-2011 - 8-2015
Vice President, Senior Client Relationship Manager
BofA Merrill Lynch
12-2000 - 12-2010
Vice President, Relationship Management
Prudential Retirement
Vice President, Retirement Group
Merrill Lynch
Senior Representative, Financial Data Services
Merrill Lynch
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1994
BA
Jacksonville University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

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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