Thurman Chestnutt
Vice President Relationship Management, Team Leader
- Role
- Vice President Relationship Management at Fidelity Investments
- Location
- Pinehurst, NC, US
- LinkedIn followers
- 500 followers
About Thurman Chestnutt
Highly motivated and experienced retirement solutions relationship management executive, focused on the development and expansion of institutional client relationships, leading and elevating team performance, and maximizing asset retention.
Experience
Vice President Relationship Management
May 2022 — Present
Lead team of Managing Directors with direct accountability for driving continued client satisfaction and retention, and the growth and development of organizational talent.
Education
Wake Forest University
Bachelor of Arts (B.A.)
University of South Carolina - The Moore School of Business
MBA
Skills
- Non-Qualified Deferred Compensation
- Defined Contribution
- Employee Benefits
- Health Insurance
- Financial Analysis
- Business Relationship Management
- Relationship Management
- Series 63
- Securities
- Portfolio Management
- Wealth Management
- 401(K) Retirement Savings Plans
- Erisa
- 403 B
- Due Diligence
- Fixed Income
- Financial Services
- Crm
- Management
- Retirement
- Strategic Financial Planning
- Pension Funds
- Defined Benefit
- Life Insurance
- Investment Strategies
- Alternative Investments
- Retirement Plan Consulting
- Fixed Annuities
- Equities
- Asset Allocation
- Mutual Funds
- Investment Management
- Variable Annuities
- Retirement Planning
- Finra
- Qualified Retirement Plans
- Series 6
- Series 7
- Asset Management
- Pensions
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