John Gagliardi
Vice President, Regional Brokerge Consultant @Fidelity Investments
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WORK HISTORY
Vice President, Regional Brokerge Consultant @Fidelity Investments
Played a key role in goal to organically grow brokerage, expanding market share from 9th to 3rd. • Managed brokerage activity in NY, NJ and often CT branch channels. • Consistently reinvigorated brokerage culture within the firm through coaching of financial planners. • Functional leader within organization for technology, data visualization and investor education. • 2018 Personal Sales:$182MM net flows, 130 New Households, 589 Appointments. 3rd Place/15 • Developed assets for most sophisticated, high net worth investors. • Engaged with development teams designing research and trading tools. • Winner of peer nominated award; Excellence in Action Winner 2011, 2016 & 2018. • Role evolved to include spokesperson within the Financial Media including: Cheddar.com, Yahoo Finance and Bloomberg TV.
SKILLS
ABOUT JOHN GAGLIARDI
My career began as an entrepreneur creating a business in the dorm rooms of NYU, which…
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