Taeshima White, CFP®

Senior VP @ Fidelity Investments | Senior Leader in Financial Services

Jacksonville, Florida, United States Contact Info
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About

As a Senior Vice President, Site General Manager at Fidelity Investments, I lead a team of over 900 associates who provide exceptional customer service and financial advice to millions of clients. I am passionate about creating a culture of excellence, innovation, and collaboration that fosters employee engagement, retention, and development.

I have over 15 years of experience in the financial services industry, with a proven track record of delivering key results in process optimization and operational management. I hold a CERTIFIED FINANCIAL PLANNER (CFP) designation, which demonstrates my expertise in portfolio management, asset allocation, and risk management. I also have strong skills in coaching and mentoring, and broad leadership skills, which enable me to support and empower my team.

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