Resumes
Resumes

Assistant Branch Manager
View pageLocation:
Austin, TX
Industry:
Financial Services
Work:
Fidelity Investments Apr 2015 - Jun 2018
Branch Service Manager
Fidelity Investments Apr 2015 - Jun 2018
Assistant Branch Manager
Fidelity Investments Sep 2012 - Apr 2015
Relationship Manager
Fidelity Investments Apr 2011 - Sep 2012
Financial Representative
Fidelity Investments Jun 2009 - Apr 2011
Associate Financial Analyst
Branch Service Manager
Fidelity Investments Apr 2015 - Jun 2018
Assistant Branch Manager
Fidelity Investments Sep 2012 - Apr 2015
Relationship Manager
Fidelity Investments Apr 2011 - Sep 2012
Financial Representative
Fidelity Investments Jun 2009 - Apr 2011
Associate Financial Analyst
Education:
Boston College 2019 - 2022
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Villanova University 2005 - 2009
Bachelors, Economics, Finance
Master of Business Administration, Masters, Business Administration, Management, Business Administration and Management Villanova University 2005 - 2009
Bachelors, Economics, Finance
Skills:
Financial Analysis
Investments
Series 7
Series 63
Mutual Funds
Retirement Planning
Asset Allocation
Bloomberg
Investment Management
Wealth Management
Fixed Income
Equities
Financial Modeling
Portfolio Management
Valuation
Strategic Financial Planning
Equity Research
Options
Asset Managment
Equity Valuation
Investments
Series 7
Series 63
Mutual Funds
Retirement Planning
Asset Allocation
Bloomberg
Investment Management
Wealth Management
Fixed Income
Equities
Financial Modeling
Portfolio Management
Valuation
Strategic Financial Planning
Equity Research
Options
Asset Managment
Equity Valuation

Fund Board Director
View pageLocation:
Sudbury, MA
Industry:
Financial Services
Work:
Natixis Global Associates since Jun 2008
Board Director
Fidelity Investments Apr 2005 - Jun 2008
President andCEO Pyramis Global Advisors
Fidelity Investments 1996 - 2001
President, Fidelity Employer Services Company
Fidelity Investments 1996 - 2001
President 401(k)
Board Director
Fidelity Investments Apr 2005 - Jun 2008
President andCEO Pyramis Global Advisors
Fidelity Investments 1996 - 2001
President, Fidelity Employer Services Company
Fidelity Investments 1996 - 2001
President 401(k)
Education:
Northeastern University 1981
BS, business management
BS, business management
Skills:
Relationship Management
Marketing
Mutual Funds
Retirement
Investment Management
Series 7
Series 63
Investments
Risk Management
Portfolio Management
Alternative Investments
Leadership
Asset Allocation
Management
Marketing
Mutual Funds
Retirement
Investment Management
Series 7
Series 63
Investments
Risk Management
Portfolio Management
Alternative Investments
Leadership
Asset Allocation
Management

Peter Smail
View pageLocation:
Sudbury, MA
Industry:
Financial Services
