Megan E. Thompson
Vice President, Wealth Advisory Managed Solutions, Relationship Management Lead @Fidelity Investments
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2025 — Present
Vice President, Wealth Advisory Managed Solutions, Relationship Management Lead @Fidelity Investments
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Boston, MA, US
EDUCATION
2002 — 2006
University of Connecticut
Bachelor of Arts (B.A.), History
2002 — 2006
University of Connecticut
Bachelor of Arts (B.A.), Political Science
SKILLS
Enterprise SoftwareSeries 65Business DevelopmentWealth ManagementInvestmentsSeries 7TradingMicrosoft ExcelFinancial MarketsSeparately Managed AccountsBusiness Process ManagementStrategySeries 79Mutual FundsRisk ManagementMicrosoft WordCustomer Relationship Management (Crm)Sales OperationsSalesWholesaleCustomer ServicePortfolio ManagementFinancial ServicesCrmSeries 6LeadershipManagementSeries 63
ABOUT MEGAN E. THOMPSON
Highly motivated, initiative-taking, business development and account management…
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