Prior to joining AssetGrade as a Partner, Susan held a number of senior executive positions during her 17 year tenure with Fidelity Investments. Most recently leading a national team of investment consultants focused on servicing the needs of more than 2,500 corporate and tax-exempt clients with $1.2 trillion in assets, providing an array of investment services and solutions for their Defined Contribution, Defined Benefit and Non-Qualified plans. Prior to joining Fidelity, Susan was a Senior Vice President and Trust Officer managing the Employee Benefits Division of a national bank trust department covering qualified plans, endowments and foundations. Before joining the bank, Susan worked