Gillian Sargent
vice president - at fidelity investments@ Fidelity Investments
Raleigh, North Carolina, United States
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Gillian Sargent is an effective and dynamic legal professional with over 20 years of experience in financial services. She specializes in retirement planning and investments, with expertise in qualified retirement plans and ERP. Gillian is known for her excellent communication and strategic thinking abilities, as well as her ability to collaborate with attorney and marketing professionals to provide superior retirement products and experience to institutional and individual customers. She has a proven track record of providing creative solutions to meet business goals and budgets, developing strategic alliances, and building trust and respect with business partners.
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Emails and Phone Numbers

@fidelity.com
+1 617912****
+1 617963****
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About

Effective and dynamic legal professional with over 20 years experience in financial services specializing in retirement planning. An excellent communicator and strategic thinker committed to making a difference through legal and compliance integration in a business environment. Collaborate with attorney and marketing professionals to provide a superior retirement product and experience to institutional and individual customers. Demonstrated ability to provide creative solutions to meet business goals and budgets, develop strategic alliances and build trust and respect with business partners. Specialties include: -Web-based retirement and financial planning tools -Qualified retirement plans -Development of mobile device applications -ERISA fiduciary duties

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Work Experience

245 Summer St, Boston, MA, 02210, US

Financial Services

74364
Phone
+1 8003433548

Gillian Sargent's Professional Milestones

  • Legal Product Manager (2000-07-01~2001-12-01): Developed and executed strong product strategies to drive revenue growth and enhance stakeholder satisfaction.
  • Legal Director (2004-01-01~2007-03-01): Streamlined legal processes to improve accuracy, efficiency, and compliance.
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Education

New College Durham
New College Durham

Marketing,

Management,

Business Management,

Business,

Bachelors

1988
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