Andres Pernia

Senior Manager, Personal Investing Distribution Finance @Fidelity Investments

Providence County, RI, US
MOBILE NUMBERS
+91 *********19

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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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Andres Pernia — Senior Manager, Personal Investing Distribution Finance at Fidelity Investments in Providence County, RI, US | Unifers