Melissa Falvey
Vice President, Managing Director @Fidelity Investments
Wayne, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jun 2021 — Present
Vice President, Managing Director @Fidelity Investments
View department →
Drive growth and retention of large institutional clients by helping them design benefits strategies that meet the current and future needs of their evolving workforce. Develop, manage and maintain strong client relationships to set the strategic direction.
EDUCATION
1994 — 1998
University of Delaware
B.S., Marketing, International Business
2002 — 2004
Penn State University
MBA, Business, Marketing
SKILLS
Portfolio ManagementCrmAsset ManagementSeries 6, Series 63Strategic ThinkingFinancial AnalysisFinancial ServicesCorporate CommunicationsInvestment ManagementMutual FundsFinancial PlanningManagementStrategyAsset AllocationFinanceCommunication TrainingInvestment StrategiesWealth ManagementRetirement PlanningEquities
ABOUT MELISSA FALVEY
I am a financial service professional with over 20 years of experience managing and…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.