Kate has 19 years experience in the financial services industry primarily focused on servicing retirement plans. Before joining AssetGrade in August 2016, she was with Fidelity Investments for 15 years in various client services, research, and management roles. During her time at Fidelity she led a team of 8 Investment Consultants in the Midwest focused on servicing the needs of over 500 corporate and tax-exempt clients with over $200 billion in assets. Kate’s team serviced 401k and tax-exempt plans that ranged from $3 million to $5 billion in assets. At Fidelity Kate was an industry speaker and participated in discussions about employee benefits. Prior to her time at Fidelity, Kate spent