Fidelity
Craig Thomas, MBA, is an experienced financial professional with a successful career at Fidelity Investments since August 2013, currently serving as Managing Director. In this role, Craig manages client relationships, assists in plan design, and develops investment lineups tailored to employer needs. Previous positions at Fidelity include Compliance Analyst, focusing on compliance and non-discrimination testing for defined contribution plans, and Defined Contributions Analyst III, where Craig educated participants on retirement options. Craig began his career with an internship at Bank On Louisville, engaging with banking partners to support community service initiatives. Craig holds a Master of Business Administration with a Pricing Concentration from Xavier University and a Bachelor of Arts in Finance from the University of Kentucky.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.