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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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