Fidelity Investments® Celebrates Official Opening of New Regional Site in Denver

Customer Contact Center is Fully Operational; Hiring Continues

BOSTON – Fidelity Investments®, one of the world’s largest providers of financial services, today celebrated the opening of its new regional office near Denver with a ceremonial ribbon-cutting event attended by Governor John Hickenlooper; Mayor Pro Tem of Greenwood Village Gary Kramer; representatives from the local business and nonprofit communities; and Fidelity executives and associates.

In January, Fidelity announced that it would open a new customer contact center in Colorado with the capacity to employ as many as 500 people. Fidelity has been hiring aggressively and currently employs about 200 associates in Greenwood Village in a range of roles that represent new jobs for the state.

“We welcome Fidelity Investments to its new home in Colorado,” Gov. John Hickenlooper said. “We’re pleased to see a national financial services firm like Fidelity select Colorado as a regional site. The addition of these new, highly-skilled jobs further boosts Colorado’s reputation as a highly desirable destination for businesses of all sizes in a variety of industries, including the financial services sector.”

“Fidelity’s decision to locate its new customer contact center in Greenwood Village is a credit to the vision of the city’s economic development leaders,” said Greenwood Village Mayor Ronald Rakowsky. “The Denver South region provides the talent, quality of life and solid reputation as a global commercial gateway that will continue to drive economic growth in the future.”

The majority of Fidelity’s Colorado associates are part of the company’s Personal Investing division. They provide assistance to customers on a variety of topics including retirement and retirement income planning, college saving strategies and management of investment portfolios. The new regional location has already become an important hub for Fidelity with associates taking their first calls on July 17th. In addition to the new contact center, Fidelity operates five Investor Centers in Colorado, including two in downtown Denver. Fidelity’s asset management organization also established a new sector investing division in Denver earlier this year. 

Fidelity selected the Denver area for a number of reasons, primarily because it offers access to an abundant, highly educated workforce with the talent and skills important to Fidelity’s business strategy and ability to deliver an exceptional client experience, along with a vibrant and welcoming business climate.

Fidelity is leasing 100,000 square feet in a building owned and managed by the John Madden Company at Fiddler’s Green Office Center. Fidelity expects to receive LEED certification for the build-out of the space based on a number of elements including high efficiency light fixtures and heating/cooling systems, a bike storage area and a construction waste management process that maximized the recycling of materials. The office features Rocky Mountain views and was designed to create an environment that enables associates to serve clients efficiently while coming to work in a beautiful new space.

In March, Colorado native Sherri Kroonenberg joined Fidelity Investments as senior vice president and general manager of the new customer contact center. She has more than 25 years of experience in the financial services industry, most recently leading Charles Schwab’s retail client service and support organization as well as holding a variety of senior executive level roles and managing large teams focused on customer service, employee experience and investor services. She is active in a number of metro-Denver nonprofit organizations including the Boys & Girls Club of Metro Denver and the Denver Chapter of the Foundation Fighting Blindness.

“As America’s retirement leader1, Fidelity has always been committed to providing investors with industry-leading education, innovative products and technology, and trusted solutions,” said Kathleen Murphy, president of Personal Investing for Fidelity Investments. “Denver will play a key role in Fidelity’s growth strategy going forward as we continue to help millions of customers achieve their investing goals. Under Sherri’s leadership, we have assembled a winning team that will enable us to deliver the reliable guidance, trusted financial solutions and exemplary customer service that Fidelity is known for providing.”

Fidelity actively supports the needs of the communities where its associates live and work by providing financial support, skilled leadership and volunteers. On Saturday, August 24, more than 180 Fidelity associates volunteered at the Boettcher Boys & Girls Club in Aurora, taking on a variety of tasks that transformed the learning environment and revitalized several rooms and outdoor space at the Club. As part of the grand opening celebration, Fidelity presented a donation to John Arigoni, President and CEO, Boys and Girls Clubs of Metro Denver.

About Fidelity Investments
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $4.3 trillion, including managed assets of $1.8 trillion, as of July 31, 2013. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

1 Based on two surveys, The PLANSPONSOR Recordkeeping Survey (© Asset International, Inc.), based on fourth-quarter 2012 defined-contribution plan assets administered and number of participants of record keepers, as of 12/31/2011; and Cerulli Associates’ The Cerulli Edge – Retirement Edition, third-quarter 2012, based on an industry survey of firms reporting total IRA assets for Q2 2012.

Investing involves risk including the risk of loss.

Fidelity Brokerage Services LLC, Member NYSE, SIPC
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