Marcey Santos
Distribution Service Model Design & Transformation @Fidelity Investments
Providence County, RI, US
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MOBILE NUMBERS
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WORK HISTORY
Jun 2024 — Present
Distribution Service Model Design & Transformation @Fidelity Investments
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SKILLS
Financial ServicesAnalytical SkillsSeries 63Communication SkillsFinancial AnalysisBusiness AnalysisSeries 26Risk AssessmentDue DiligenceFinanceLeadershipVendor ManagementResearchSeries 51Risk ManagementInvestmentsProcess ImprovementProject ManagementFinancial RiskSeries 6AuditingBuilding RelationshipsComplianceInternal ControlsAnalysisFinraInternal Audit
ABOUT MARCEY SANTOS
Extensive and diverse experience providing compliance, regulatory, operational, risk and…
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