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Jeff Webb is a seasoned professional with 30 years of experience in relationship management within the institutional retirement and benefits industry, currently serving as Senior Vice President, Managing Director at Fidelity Investments. They focus on delivering exceptional client service to multinational corporate clients with substantial retirement plan assets. Jeff holds a Bachelor's degree in Accounting and Finance from Appalachian State University and a Master's degree in Taxation from the University of Denver. They are a recipient of the Fidelity President's Circle Award in 2013 and 2015 and possess FINRA Series 7 and 63 licenses, as well as a Certified Financial Planner credential.