James sent a message to Abigail Johnson – President and Chief Executive Officer of Fidelity Investments and Chairman of Fidelity Worldwide Investment email address that said:
Hello Abby,
My name is James I am President/ Investment Advisor of Integrity Financial in Hudson, Ohio. I am Series 7, 63, and 8 (Principal Sales Manager) licensed and have 23 years of professional experience in my field.
Id like to get into management with Fidelity and I can offer my experience with increasing your asset retention when employees of firms using Fidelity retire and take their 401k and pension plan with them. I have over 150 retired employees from Verizon land line division alone as clients because of an over looked opportunity that I uncovered. Imagine if I could head a team that would "plug" this hole and allowing Fidelity to keep a much higher percent of theses assets !! The whole idea is very exciting !! I would love the opportunity to discuss this in more detail at a time convenient for you. Thank you for your time.
