Allen Eng
Director, Implementation Project Management at Fidelity Investments
- Role
- Project Manager at Fidelity Investments
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Allen Eng
FINRA Series 7 and 24 licensed
Experience
Project Manager
May 2011 — Present · Providence, RI, US
Develop and manage the implementation of complex project plan for large wirehouse breakaway firms from the point of sale through the transition to Client Services on Fidelity’s RIA platform.
Education
Northeastern University
Bachelor’s Degree, Finance
1997
Skills
- Series 24
- Business Analysis
- Pmi
- Project Management
- Financial Services
- Portfolio Management
- Series 7
- Investments
- Securities
- Pmp
- Series 63
- Asset Allocation
- Mutual Funds
- Risk Management
- Hedge Funds
- Wealth
- Asset Management
- 401k
- Relationship Management
- Fixed Income
- Investment Advisory
- Equities
- Wealth Management
- Retirement Planning
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