Sheetal Brown
Regional Vice President, Sales @Fidelity Investments
Orlando, FL, US
EMAILS
s••••••••@fidelity.com
MOBILE NUMBERS
+14•••••••44
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WORK HISTORY
Jan 2014 — Present
Regional Vice President, Sales @Fidelity Investments
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Responsible for sales to Registered Investment Advisors (RIAs) and breakaway brokers in the State of Florida. Manage/Coach two other sales professionals in the Southeast. Winner of the 2015, 2016, 2017 & 2018 Presidents Circle for Fidelity Investments.
EDUCATION
1989 — 1993
UCF College of Business
BSBA, Summa Cum Laude, Business Administration and Management, General
SKILLS
Investment AdvisorySales PresentationsConsultative Selling StyleSeries 24Financial AdvisoryGlobal Business DevelopmentNew Business DevelopmentSecuritiesInvestmentsFinraSeries 65Financial ServicesRegistered Investment AdvisorSolution SellingBusiness DevelopmentWealth ManagementMutual FundsBusiness Relationship ManagementStrategic ThinkingBuilding Business RelationshipsStrategic ConsultingRiaSeries 63Wealth Management ServicesRelationship ManagementContract NegotiationPersuasive PresentationsSeries 7Alternative Investments
ABOUT SHEETAL BROWN
With over 30 years in financial services—including leadership roles at Fidelity and other…
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