Michael Fazio
VP, Regional Account Executive @Fidelity Investments
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WORK HISTORY
VP, Regional Account Executive @Fidelity Investments
Primary point of engagement for advisors, third-party administrators, and business owners, helping them and their employees with financial wellness and retirement needs.• First person in 20 years to achieve sales quota within my territory.• Sold 25 plans for over $100 million in total AUM for FY 2024.• Consistently led region in selling Fidelity partnership products – Target Dates, 3(16), HSA, TPA+• Liaison between selling partners, implementation, and service. • Ranked 6th nationally in KPI activity.
EDUCATION
Code Louisville
C#/.Net Framework, Python (data driven approach), HTML, CSS, JavaScript, Business Applications & Front-end UX
University of Louisville College of Business Graduate Programs
Master of Business Administration (MBA), Finance & Equity Analysis
ABOUT MICHAEL FAZIO
I build high-performance sales engines for the Wealth Management, 401(k), and FinTech…
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