Fireside Chat: Kathleen Murphy, President, Personal Investing, Fidelity Investments

Named among the 50 Most Powerful Women in Business by Fortune and the 25 Most Powerful Women in Finance by US Banker, Kathy Murphy, President, Fidelity Personal Investing, will share insights on her journey from a lawyer to a business leader; discuss the leadership principles that have shaped her career; explain why she’s such a tireless advocate for individual investors and helping them achieve their life goals; discuss her passion for helping women engage more actively in their finances; and share stories on how she stays deeply connected to her customers while also running a large financial services organization. Murphy’s business at Fidelity boasts over 15 million customer accounts, $1.7 trillion in assets under administration, and over 12,000 employees nationwide. You can read more about Kathy on her LinkedIn Influencer profile.

In this powerful session, you’ll learn about:

  • Personal Finance: the “Game of Life” – how to think about your finances at any stage of life
  • Women Investing: why it’s so important today for women to engage in their finances
  • Revere the Customer: why Kathy listens to 20 hours of customer calls per month on her iPod
  • Leadership Principles: striving to be a great leader, not just a strong manager
  • The power of “Bad Sandwiches”: important career lessons that Kathy learned growing up in a large Irish family in central Connecticut
  • Advice for women who want to advance, and more

A great event to boost your success – the FWA Way!

Kathleen Murphy, President, Personal Investing, Fidelity Investments

Kathleen Murphy joined Fidelity in 2009 as President of Personal Investing, a business that provides millions of individual investors with investment services such as retirement planning, college planning, estate planning strategies, retail brokerage & trading services, and cash management offerings. Personal Investing is a leading provider of offerings such as mutual funds, IRAs, ETFs, college savings plans, and many more.

Ms. Murphy also oversees Fidelity’s life insurance and annuities business, its workplace savings business for tax-exempt organizations, all of the firm’s brand and advertising programs, its online strategies through Fidelity.com, and Fidelity’s mobile device applications.

The businesses Kathy oversees have more than 15 million customer accounts, over $1.7 trillion in customer assets under administration, and more than 12,000 employees nationwide.

Prior to joining Fidelity, Kathy was CEO of ING U.S. Wealth Management, leading the Defined Contribution, Defined Benefit, Retirement Solutions, Annuities, and ING Advisors Network businesses. Ms. Murphy began her career with Aetna, spending 15 years in a variety of legal and government affairs positions, eventually serving as general counsel and chief compliance officer, Aetna Financial Services.

Kathy sits on the Board of Directors and Executive Committees of America’s Promise Alliance and the National Football Foundation. She has been named one of the “50 Most Powerful Women in American Business” by Fortune magazine, one of the “Wall Street Top 50” and “Business 100” by Irish America magazine, and named as one of the “25 Most Powerful Women in Finance” by US Banker, among other honors.

Registration coming soon. Stay tuned!



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