As Head of Human Resources for Fidelity Investments, Jennifer is responsible for leading Fidelity’s overall human resources strategy including organizational design, talent acquisition and development, total rewards, HR operations and technology, associate experience, and employee relations.

Jennifer joined Fidelity in 1993 and has over 30 years of experience in benefits consulting and outsourcing. She has worked extensively with clients of all sizes and industries in the design, development, and administration of their benefits programs. Her deep experience managing large client relationships and leading high-performing teams gives her a unique perspective on workforce strategy and associate engagement, which she now applies to shaping Fidelity’s HR strategy.

Most recently, Jennifer served as executive vice president of Relationship Management for Fidelity’s Workplace Investing (WI) organization where she led an 800-person team responsible for serving nearly 26,000 WI clients and millions of their employees by offering defined contribution, defined benefit, health and welfare, non-qualified, equity compensation, and health savings plans.

Prior to that, Jennifer led Fidelity’s Strategic Market Relationship Management team with responsibility for WI’s largest clients. Under her leadership, Strategic Market delivered industry leading Net Promoter Scores and client retention results. She has held several other positions of increasing leadership across Fidelity’s Relationship Management organization.

Jennifer received a B.S. from Carnegie Mellon University and an M.B.A. from Xavier University. She also holds Series 6, 7, 24, 26, and 63 licenses with the Financial Industry Regulatory Authority (FINRA).

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As Director of Advanced Planning, Vanessa partners with clients to navigate complex financial decisions

with confidence and clarity. She delivers a collaborative planning experience that is comprehensive, strategic, and deeply personal—aligning each plan with the clients’ unique goals, values, and family dynamics to ensure it reflects what matters most.

Vanessa has spent 13 years at Fidelity Investments, serving in various roles, including six years as a Workplace Financial Consultant before transitioning into her current position. She’s passionate about empowering individuals to take control of their financial future, reach their goals, and create a path toward

financial freedom.

Outside of work, Vanessa and her boyfriend, Clark, recently relocated from Houston, TX, to Denver, CO,

with their two dogs, Samson and Archie. They’re excited to embrace Colorado’s outdoor lifestyle— whether it’s hiking scenic trails or hitting the slopes for snowboarding.

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Randelle Lenoir is a vice president and branch leader in the Chicago area. She spends her days at Fidelity inspiring a team of financial professionals and coaching them in how to deliver essential support to customers in need of financial planning.

She’s been in the industry since 2008, the majority of that time working one-on one with clients from all walks of life, helping them solve problems and achieve goals. She believes that solid financial planning relationships can changes lives and communities for the better.

Randelle holds a bachelor’s degree in economics from Michigan State University and calls Lansing, Michigan, her hometown. Her special interests include community building, wellness, education, and artistic expression of all sorts.

Sasha Heathman, a Fidelity Workplace Financial Consultant, has more than 10 years with the company. She was previously a national retirement planner based in Dallas, Texas. Ms. Heathman promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant, investment advisor representative, registered securities representative* and licensed insurance representative, Sasha holds a bachelor's degree in human development from the University of Texas at Austin and a master’s degree in business administration from the University of Illinois Urbana-Champaign.

 
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Alexandra (Alex) Roca serves as a lead in Fidelity’s Planning & Engagement organization. As part of her clients’ dedicated service team, she partners closely with plan sponsors to shape educational engagement strategies that encourage employees to take meaningful action and strengthen their overall financial and retirement plans.  

She leads the development and execution of engagement approaches across the full suite of Fidelity financial solutions—working across internal planning teams to ensure a coordinated, consistent, and aligned experience. Her focus is on understanding each client’s priorities, workforce needs, and desired outcomes, and connecting them with the right Fidelity resources to deliver results. 

In addition to her leadership role, Alex is the dynamic host and spokesperson for Women Talk Money, where she brings financial education to life for the community. With a talent for transforming complex retirement and investment topics into engaging, actionable insights, she empowers individuals to take charge of their financial futures. 

She is a registered representative, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Florida insurance license. As a bilingual presenter fluent in English and Spanish, Alex is passionate about making financial planning relatable and inclusive for diverse audiences. 

Outside of her professional role, Alex enjoys spending time with family and friends, camping, cooking, traveling, reading, and attending concerts. 

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