Drew Turner
Private Wealth Investment Management Consultant @Fidelity Investments
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WORK HISTORY
Private Wealth Investment Management Consultant @Fidelity Investments
Denver, CO, US
The Private Wealth Investment Management Consultant is a Director level client-facing role that serves as an investment planning specialist for Fidelity\'s high net worth clients and their advisors. The Investment Management Consultant provides support for their aligned clients with Fidelity’s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This includes guidance on the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Operational support, and Risk/Compliance execution.This position delivers an end-to-end investment management process. This includes providing extensive depth and expertise on portfolio construction, portfolio positioning and coordinating the transition of client assets into our managed account suite.Leadership in all Managed Account servicing including account set-up, money movement and problem resolution.Expertise in all elements of Managed Account Risk and Compliance and will ensure that there is accurate oversight.Investment knowledge across all Fidelity Managed Accounts including Fidelity Wealth Management Advisory
EDUCATION
Xavier University
Bachelor's Degree, Honors College, Biology
SKILLS
ABOUT DREW TURNER
I\'ve worked as a fiduciary in both advisory and brokerage roles for companies with national profiles. Broker, Advisor, and Principal licensed.The skills I deliver to my firm are: Broad-based knowledge and understanding of financial planning, financial investments, global economics, and determinants of market movements.Deep understanding of asset allocation, tax planning, and estate planning to service each client\'s distinct investment needs.Establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies.Effective profiling, funding, investing procedures, risk mitigation and compliance oversight abilities.Excellent time management and organizational skills, effective communicator, and aptitude for decision-making and good judgment.Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business.Series 4, 24, 9/10, 7, 63, 66 licensed.Certified Futures and Options AnalystCertified ScrumMaster
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