Jenny Cooper
Stock Plan Client Service Director at Fidelity Investments | Hamilton, Ohio, United States
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As the Stock Plan Client Service Director at Fidelity Investments, Jenny Cooper plays a pivotal role in enhancing the operational relationship with Plan Sponsor equity compensation teams across the central region. With her extensive expertise in equity compensation and retirement services, Jenny is dedicated to delivering exceptional client experiences while driving business improvements. Her high-energy leadership style fosters a collaborative environment, enabling her team to navigate the complexities of record keeping, administration, and execution of equity compensation plans, including Employee Stock Purchase Plans (ESPPs).
Currently, Jenny is spearheading several key projects aimed at optimizing service delivery and enhancing client satisfaction. By leveraging her strategic financial planning skills, she ensures that retail corporate clients receive tailored solutions that align with their unique compensation strategies. Her ability to balance day-to-day service delivery challenges with long-term business strategy is a testament to her extensive team management experience and her passion for continuous learning.
Jenny's commitment to promoting collaborative solutions not only strengthens client relationships but also empowers her team to achieve outstanding results. Her deep understanding of the intricacies of equities and asset allocation further positions her as a trusted advisor within the industry. As she continues to lead Fidelity's Stock Plan Services, Jenny remains focused on driving innovation and excellence, ensuring that clients are well-equipped to navigate the evolving landscape of equity compensation.
Stock Plan Client Service Director at Fidelity Investments in November 2007 to Present
Retirement Investment Services Manager at Fidelity Investments in April 2006 to October 2007
Emerging Corporate Market (ECM) Consulting & Marketing Director at Fidelity Investments in May 2004 to April 2006
ECM Client Relationship Management Director at Fidelity Investments in July 1996 to May 2004
ECM Corporate Plan for Retirement Account Manager at Fidelity Investments in November 1994 to July 1996
Retirement Planning Specialist & Retail Branch Representative at Star Bank, N.A. in March 1993 to November 1994
Personal Trust Administrator at Star Bank, N.A. in June 1990 to March 1993
Trust Operations Income Processing Supervisor at Star Bank, N.A. in June 1988 to June 1990
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Equity Compensation
Retirement Services
Client Advisory Boards
Series 7
Series 9
Series 10
Series 63
Investment Advisory Services
IRAs
Finance
CRM
Retirement
Investments
Equities
Insurance
Strategic Financial Planning
Series 6
Strategy
401k
Employee Benefits
Estate Planning
Leadership
Retirement Planning
Mutual Funds
FINRA
Cross-functional Team Leadership
Management
Wealth Management
Securities
Asset Allocation
Relationship Management
Financial Planning
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Discover more about Fidelity InvestmentsWhat is Jenny Cooper email address?
Email Jenny Cooper at [email protected]. This email is the most updated Jenny Cooper email found in 2026.
What is Jenny Cooper phone number?
Jenny Cooper phone number is +19106527797 and +18593864522.
How to contact Jenny Cooper?
To contact Jenny Cooper send an email to [email protected]. If you want to call Jenny Cooper try calling on +19106527797 and +18593864522. (updated on October 31, 2024)
What company does Jenny Cooper work for?
Jenny Cooper works for Fidelity Investments
What is Jenny Cooper's role at Fidelity Investments?
Jenny Cooper is Stock Plan Client Service Director
What industry does Jenny Cooper work in?
Jenny Cooper works in the Investment Management industry.
Jenny Cooper Email Addresses
Jenny Cooper Phone Numbers
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