Nicholas Whalen
Head of Managed Account Products (Quantitative) @Fidelity Investments
Boston, MA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Jan 2023 — Present
Head of Managed Account Products (Quantitative) @Fidelity Investments
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Boston, MA, US
EDUCATION
2005 — 2009
Questrom School of Business, Boston University
Business Administration, Concentration: Finance, Minor: Economics
N/A
MIT Sloan School of Management
Executive MBA
SKILLS
AnalysisBloomberg TerminalFinancial RiskAsset ManagementValuationBrokerageExcel ModelsMicrosoft ExcelFinancial AnalysisBusiness PlanningMicrosoft OfficeCertified Scrum Product OwnerFinancial MarketsInvestmentsManagementRetail BankingFinanceSoftware Project ManagementStrategic PlanningAgile Project ManagementBusiness RequirementsInvestment StrategiesBloomberg SoftwareFinancial ModelingProject ManagementProject PlanningRisk ManagementSocial MediaBusiness Strategy
ABOUT NICHOLAS WHALEN
MIT Sloan | Fidelity Investments
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