Michael Scanlon
Vice President, Fidelity Family Office
- Role
- Vice President at Fidelity Investments
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Vice President
Apr 2025 — Present · San Francisco, CA, US
Fidelity Family Office
Education
Boston College
B.A. (cum laude), Political Science
University of California, Berkeley, Haas School of Business
Executive Education Programs
Skills
- Wealth Management Services
- Investment Advisory
- High Net Worth Individuals
- Wealth Management
- Wealth
- Mutual Funds
- Investment Strategies
- Relationship Management
- Securities
- Etfs
- Institutional Sales
- Portfolio Management
- Alternative Investments
- Asset Allocation
- Equities
- Fixed Income
- Hedge Funds
- Derivatives
- Investment Management
- Capital Markets
- Series 24
- Series 7
- Asset Management
- Investments
- Separately Managed Accounts
- Bonds
- Private Equity
- Financial Advisory
- Strategic Financial Planning
- Sales Management
- Equity Research
- Financial Services
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