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Headlines/Breaking News from Boston Business Journal - bizjournals.com
FleetBoston Financial Corp. announced Monday that Tracey Esherick has been appointed as managing director for the banking and investing products group within Fleet's personal financial services business.
Tracey Esherick Named Managing Director for Banking and Investing Products at Fleet
Tracey Esherick Named Managing Director for Banking and Investing Products at FleetMonday August 11, 10:22 am ET BOSTON--(BUSINESS WIRE)--Aug. 11, 2003--FleetBoston Financial Corporation announced today the appointment of Tracey Esherick as Managing Director for the Banking and Investing Products Group within Fleet's Personal Financial Services business.
In this role, Esherick
is responsible for designing, pricing and building product relationship strategies for Fleet's
consumer banking and investing business lines serving a retail customer base of over 5.5 million consumer households.She
reports to Brad Warner, executive vice president and head of Personal Financial Services at Fleet. Esherick most recently served with Fidelity Investments in Boston as executive vice president responsible for Corporate and Employees Services.
In this capacity, she
managed employee stock option plans for major companies across the U.S., all IRA rollover accounts, and College 529 Savings Plans.During her 18-year career at Fidelity, Esherick also served in leadership roles with the Retail Brokerage Group, Institutional Retirement Services, Retail Marketing Services, and the Training and Development Department.
possesses a dynamic background in both retail and institutional experiences, combined with major revenue responsibilities.She
has built new businesses, and managed major new growth initiatives.Smart, creative, and results-oriented, Tracey
offers skills well suited to Fleet's
aggressive strategies to enhance our customers' experiences and deliver on Fleet's
brand promise," said Brad Warner.
...A graduate of the University of South Carolina, Esherick currently serves on the Board of Directors of the New England College of Finance.She
was also named one of the top 50 women in technology by Outlook Magazine
in March, 2001.
Board of Directors - Citizen Schools - Education Social Entrepreneurs
About NECF - NECF Board of Trustees
Tracey A. EsherickEVP-Online BrokerageFidelity Investments
Rocky Mountain News: Business
"The more than one in five Americans who typically change jobs each year face a common dilemma of what to do with their workplace retirement savings plan assets when they make the transition," Tracey Esherick, a Fidelity Investments executive vice president, said in the statement.
managed $862.6 billion as of April 30.
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