Christopher Hattoy
Director, Client Service - Designated Brokerage Services at Fidelity Investments
- Role
- Director, Client Service - Designated Brokerage Services at Fidelity Investments
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Experience
Director, Client Service - Designated Brokerage Services
Jan 2021 — Present · Smithfield, RI, US
I partner closely with our DBS Relationship Management team to build and deliver innovative solutions and provide world-class service & support to compliance professionals at other financial institutions. Myself, along with my team, are also focused on the growth and development of Fidelity\'s DBS product offering.
Education
University of Rhode Island
Bachelors, Finance
2002 — 2006
University of Rhode Island - College of Business
Bachelor's Degree, Business Administration, Finance
2002 — 2006
Skills
- Relationship Management
- Securities
- College Savings Plans
- Series 63
- Financial Analysis
- Investments
- Asset Managment
- Series 6
- Financial Services
- Series 7
- Wealth Management
- 529 Plans
- Product Management
- Business Analysis
- Equities
- Asset Allocation
- Mutual Funds
- Fixed Income
- Analytics
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