Dave Gray serves as Head of Retirement Products and Solutions, Workplace Investing for Fidelity. Dave leads Fidelity’s defined contribution, defined benefit, nonqualified plan, and self-directed brokerage product management and development team. The team develops and manages market-leading solutions for plan sponsors and participants. Prior to joining Fidelity, he worked at Charles Schwab where he served as Vice President of Retirement Services, and was responsible for client experience, product management, managed accounts, and business strategy. He served as a member of Schwab’s Retirement Plan Services executive leadership team. Previously, Dave served as a Vice President at Standard Insurance Retirement Services where he built and led the client relationship management organization, and earlier as Vice President at Invesmart where he led the Eastern Region responsible for general management of the retirement plans business. Dave earned a Bachelor of Arts from Tennessee Temple University. He holds FINRA Series 7, 24, and 66 licenses.
