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Deals and People May 8, 2001
Fidelity Names Executives to Fund Supermarket
May 8, 2001 (PLANSPONSOR.com) - Fidelity Investments
on Tuesday announced the appointment of two executives to its
FundsNetwork mutual fund supermarket.
Reported by Fred Schneyer
Dale Bearden joined Fidelity Personal Investments as
senior vice president in charge of FundsNetwork. Terry
Green has been named vice president for FundsNetwork retail
marketing and fund relationship management. Green reports
to Bearden.
Prior to joining Fidelity, Bearden served as senior vice president and head of retirement services for John Hancock Funds where he was responsible for all aspects of sales, marketing, client services, and operations. Previously, he was senior vice president and national sales manager for Putnam Investments.
Green is a veteran of Fidelity’s retail telephone investor sales and service unit and most recently headed a group responsible for online and electronic service offerings.
Fidelity FundsNetwork offers investors access to more than 4,500 Fidelity and third-party mutual funds from more than 370 mutual fund companies.
Fidelity Investments has $854 billion in assets under management and provides retirement services to 16 million people and institutions.