Andres Pernia
Senior Manager, Personal Investing Distribution Finance @Fidelity Investments
Providence County, RI, US
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MOBILE NUMBERS
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WORK HISTORY
Dec 2021 — Present
Senior Manager, Personal Investing Distribution Finance @Fidelity Investments
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Responsible for delivering strategic presentations to executives, encompassing Business KPIs, performance goals, and variable compensation structures tailored for our advisors. Currently overseeing ROI evaluations on new Investor Centers, new advisor roles, Managed Accounts products, and sales platforms.
SKILLS
Data AnalysisMicrosoft WordTime ManagementPowerpointFinancial ReportingMicrosoft AccessPublic SpeakingFinancial ModelingResearchAccessMicrosoft OfficeMicrosoft ExcelFinanceInvestmentsFinancial AnalysisPortfolio ManagementInsuranceTeamwork
ABOUT ANDRES PERNIA
Strategic and highly analytical professional with eight years of progressive experience…
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