Michael Farrell
Vice President, Advisory Sales & Relationship Management at Fidelity Investments
- Role
- Fmax Sales & Relationship Management at Fidelity Investments
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
Experience
Fmax Sales & Relationship Management
Nov 2025 — Present
Education
Endicott College
Bachelor's degree, Finance, General
2002 — 2006
Skills
- Investments
- Business Analysis
- Problem Solving
- Mutual Funds
- Risk Management
- Financial Services
- Customer Service
- Strategy
- Financial Modeling
- Microsoft Office
- Separately Managed Accounts
- Process Improvement
- Equities
- Securities
- Public Speaking
- Unified Managed Accounts
- Series 7
- Series 24
- Financial Analysis
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