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Mark Roberts

SVP Institutional Sales @Fidelity Investments

Ashland, MA, US
MOBILE NUMBERS
+19•••••••20

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WORK HISTORY

Jan 2018 — Present

SVP Institutional Sales @Fidelity Investments

Boston, MA, US

Mark Roberts is Senior Vice President for Fidelity Institutional, a division of Fidelity Investments which offers clearing, custody, investment products, brokerage, and trading services to a wide range of financial intermediary firms and institutions. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.Key Prospect Focus Areas:Single Family OfficeBroker Dealer Core ClearingInstitutional Trust & Retirement Custody

EDUCATION

1984

Northeastern University

BS, Business Administration; Management

SKILLS

Series 63Wealth ManagementMutual FundsEquitiesSeries 7Retirement PlanningFinraSeries 24Investments

ABOUT MARK ROBERTS

SVP, Institutional Sales

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