Ron Cartwright
VP, Wealth Management at Fidelity Investments
- Role
- VP, Wealth Management at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Ron Cartwright
Team Leader dedicated to our team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Fidelity\'s Leadership Principles and motivating associates to perform at their highest level. Motivated to learn, grow and excel.
Experience
VP, Wealth Management
Sep 2018 — Present · Merrimack, NH, US
Managed Accounts Support Desk – Team Leader• Manage and Developing team of Directors and Sr. Managers with a multi-regional presence that support a growing Advisory Solutions Business both in size, product and platform development.• Focused on diversity of experience and position to create well rounded team that would be able to support diverse Product Area initiatives within all Squads.• Working with other Domains and Business Partners outside of the scope of this role to anticipate and prepare the team for role evolution and change.• Perform quarterly and annual reviews assessing each employee’s performance and establish development plans• Analyze and interpret call trends with Business Partners and Stakeholders to facilitate backlog planning for the Managed Solutions Squads.
Education
University of Southern Maine
Bachelor of Science (BS), Finance, General
1996 — 2005
Skills
- Equities
- Financial Analysis
- Investments
- Series 66
- Nasd Series 10
- Financial Services
- Securities
- Nasd Series 9
- Asset Management
- Series 7
- Mutual Funds
- Wealth Management
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