In his current role, Jeremy has overall accountability for the quality administration and servicing of his clients’ equity compensation plans. He also has responsibility for strategic planning and consultative services for the stock plan relationship. Jeremy joined Fidelity Investments in 2001, and has been in his current role since 2006. He has nine years of outsourcing and administration experience within the institutional client space. Prior to coming to Fidelity Stock Plan Services, he served as a finance director focused on both product and strategic business development. Jeremy received his bachelor of business administration degree from the University of Massachusetts, Amherst, and his master of business administration degree from Babson College. Jeremy is a Certified Equity Professional (CEP) and holds Series 7 and 63 securities registrations.