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Background Information

Employment History

Managing Director for Banking and Investing Products
Fleet Bank

Executive Vice President
Fidelity Investments

Vice President
Fidelity Investments

Chief of Online Brokerage Group
Fidelity Investments

Vice President
Bank of America Corporation

Managing Director for Banking and Investments
Bank of America Corporation


Board Member
Citizen Schools

Board Member
New England College of Finance

Member of Board of Trustees
New England College of Finance


University of South Carolina

Web References (64 Total References)

Headlines/Breaking News from Boston Business Journal - bizjournals.com

albuquerque.bizjournals.com [cached]

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

biz.yahoo.com [cached]

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.
"Tracey 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

www.citizenschools.org [cached]

Tracey Flaherty

About NECF - NECF Board of Trustees

www.finance.edu [cached]

Tracey A. EsherickEVP-Online BrokerageFidelity Investments

Rocky Mountain News: Business

www.insidedenver.com [cached]

"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.

Boston-based Fidelity managed $862.6 billion as of April 30.
Maynard, Massachusetts-based Monster is a unit of TMP Worldwide Inc., the leading online recruiter.

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