Thirteen years of career progression at Fidelity Investments through sales, relationship management and operations. I have worked primarily in the institutional market place in the distribution of institutional liquidity products (money markets & short-term bond funds). I have work with intermediaries, such as banks, trusts, RIAs and broker dealers. Although I still partner with these business types I am now focus on the direct end client regardless to how they would trade the Fidelity products. These clients are made up of governments, agencies, businesses & high net-worth individuals.
I also distribute the LGIP Ocean State Investment Pool (OSIP) to the state, towns, cities, and government agencies of Rhode Island
NewsFidelity Investments to Add 9,000 New Jobs, Doubling Hiring Efforts Year-Over-Year to Serve Growing Customer BaseRelease Date: September 01, 2021