Sangeeta Moorjani has held several senior leadership positions within Fidelity’s Workplace and Personal Investing business since joining Fidelity over 25 years ago.
Now as Head of Tax Exempt and Retirement Solutions for Fidelity Investments, she considers the end-to-end customer experience and delivers integrated solutions that are targeted and relevant in the context of customers’ financial lives.
She is passionate about advancing women’s leadership and promotes Asian cultural awareness and inclusion at Fidelity. Sangeeta and her husband, Raj, live in Massachusetts with their children Pooja and Sahil with their puppy, Yogi.
You can follow Sangeeta on LinkedIn.