3/27 CMO Breakfast with:

Fidelity Investments

Jim Speros, EVP & CMO of Fidelity, gives insight into how this brand re-positioned itself after the meltdown of financial markets. This discussion focuses on Fidelity’s iconic “green line” campaign, which has become synonymous with trusted financial guidance and navigation and is one of the most effective campaigns in the financial services industy.
 
 

About Jim Speros

James Speros is executive vice president and chief marketing officer of Fidelity Personal & Workplace Investing (PWI), a unit of Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. Mr. Speros assumed his current position within the Marketing and Communications division of PWI in August 2008 and is responsible for leading a team of 200 associates and directing the development of product marketing, advertising, online marketing, media planning & buying, branding, direct marketing, collateral development, magazine publishing and market insights within PWI. He reports directly to Personal Investments (PI) president, Kathleen Murphy.
 
Mr. Speros earned his bachelor of business administration degree, magna cum laude, in marketing from Bernard M. Baruch College in New York City. In addition, he received an Advanced Management Certificate from Duke University’s Fuqua School of Business.
 
His core belief: “Always bring pride and honor to your name.”