Matt Connor
Regional Vice President, Executive Services - Northeast Region
- Role
- Regional Vice President, Executive Services - Northeast Region at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Regional Vice President, Executive Services - Northeast Region
Aug 2025 — Present
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science, Finance
1999 — 2002
Skills
- Building Relationships
- Financial Planning
- Charities
- Securities
- Wealth
- Asset Management
- Business Relationship Management
- 401(K) Retirement Savings Plans
- Investment Management
- Key Account Acquisition & Retention
- Pensions
- Financial Services
- Asset Allocation
- Mutual Funds
- Key Relationships
- Strategic Planning
- Nonprofits
- Tax Preparation
- Insurance
- Retirement
- Bonds
- Strategic Financial Planning
- Relationship Management
- Small Business
- Team Leadership
- Tax
- Sales Presentations
- Financial Advisory
- 401k
- High Net Worth Individuals
- Sales
- Business Planning
- Life Insurance
- Investment Advisory
- Alternative Investments
- Retirement Planning
- Philanthropy
- Wealth Management
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