In this newly created position, Ghazaleh will oversee the company’s enhanced retirement planning and distribution efforts. According to a press release, Ghazaleh will report to Bob Shaw, executive vice president of Individual Markets.
Ghazaleh spent over twelve years in a variety of executive roles in Fidelity Investments’ Retirement Services business, and brings experience as a former executive of Rollover Systems and a management consultant. He served for five years as an Air Force officer as well.
Ghazaleh graduated from Duke University with bachelor’s degree in electrical engineering and earned his MBA from the Wharton School at the University of Pennsylvania. He holds FINRA Series 7, 24 and 63 securities registrations.
“We’re building an education resource center, further improving our IRA and retirement planning offerings, and adding new functionality to our distribution process,” said Mitchell Graye, president and CEO, in the announcement. “Sam is a hands-on executive who has an impressive record of leading these types of strategic initiatives. He’s a welcome addition to our organization.”
« TX Court Allows for Stock Options Offer in Noncompete Agreement