Bill Johnson is a senior vice president and co-head of Institutional Sales within the Asset Management Solutions division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. The Fidelity Asset Management Solutions division is an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace. In this role, Mr. Johnson works with institutional investors on equity and fixed income investment solutions. Prior to assuming his current position in January 2016, Mr. Johnson held various other roles within Fidelity, including head of institutional large market sales, head of institutional DCIO sales, vice president, and account executive. Before joining Fidelity in 2013, Mr. Johnson was vice president of sales at Morningstar and a senior auditor at American Express Tax and Business Services. He has been in the financial industry since 2003. Mr. Johnson earned his bachelor of science degree from The University of Illinois and his master of business administration degree from The University of Chicago’s Booth School of Business. He is also a CFA® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses.
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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.