Megan E. Thompson

Vice President, Wealth Advisory Managed Solutions, Relationship Management Lead @Fidelity Investments

Boston, MA, US
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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Megan E. Thompson — Vice President, Wealth Advisory Managed Solutions, Relationship Management Lead at Fidelity Investments in Boston, MA, US | Unifers