Fidelity Institutional Wealth Services

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Fidelity Institutional Wealth Services Employees

Employee
Years
Job
Industry
Jeffrey Schmaltz Jeffrey Schmaltz Dallas/Fort Worth Area Details
Jeffrey Schmaltz's Fidelity Institutional Wealth Services Experience January 2001 - December 2012
Job Sales Director Arbor Point Advisors, Focused on Helping Hybrid Advisors Transition to the Independent RIA Model
Industry Financial Services
Experience
Arbor Point Advisors, LLC   January 2014 - Present
Fidelity Institutional Wealth Services   January 2001 - December 2012
Fidelity Charitable Gift Fund  October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center   June 1996 - October 1999
Fidelity Investments  August 1995 - June 1996
Alex Brown & Sons  October 1993 - August 1995
Bear Stearns  March 1988 - October 1993
Fidelity Investments  March 1986 - March 1988

Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM

Education
University of Northern Iowa   1976 — 1979
Bachelor of Arts, Financial Management

Kevin W. Corbett Kevin W. Corbett Dallas/Fort Worth Area Details
Kevin W. Corbett's Fidelity Institutional Wealth Services Experience April 2003 - July 2014
Job Senior Vice President of Wealth Management at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  July 2014 - Present
Fidelity Institutional Wealth Services   April 2003 - July 2014
Bainco International Investors  February 2001 - April 2003
Fidelity Investments  December 1995 - February 2001

Skills
Series 7, Investments, Financial Services, Fixed Income, Relationship Management, Series 63, Awesomeness, Equities, Financial Advisory, Wealth Management, Strategy, Mutual Funds, Business Planning, Asset Allocation, Alternative Investments, Series 6, Finance, FINRA

Education
Isenberg School of Management, UMass Amherst   1991 — 1996
BBA, Marketing

Rick Folk Rick Folk Dallas/Fort Worth Area Details
Rick Folk's Fidelity Institutional Wealth Services Experience January 2012 - Present
Job Senior Vice President at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   January 2012 - Present
Fidelity Investments  January 2007 - February 2012
Fidelity Investments  January 1999 - January 2007
Fidelity Investments  January 1997 - January 1998
Fidelity Investments  January 1996 - January 1997
Fidelity Investments  January 1993 - January 1996
KPMG Peat Marwick  April 1991 - April 1993
Bankers Trust Company  October 1989 - March 1991

Skills
Business Development, CRM, Leadership, Investments, Strategic Planning

Education
Lehigh University - College of Business and Economics   1986 — 1989

Lehigh University   1985 — 1989
BS, Finance

Christian Ryan Christian Ryan Greater Boston Area Details
Christian Ryan's Fidelity Institutional Wealth Services Experience February 2012 - April 2013
Job Senior Billing Strategist at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   April 2014 - Present
Fidelity Institutional Wealth Services   February 2012 - April 2013
Fidelity Investments Institutional Wealth Services  April 2007 - February 2012
Fidelity Pricing Cash Management Services   November 2004 - April 2007

Skills
Excel, Outlook, Bloomberg, Financial Analysis, Access, Brio Query, Hyperion, Lotus Notes, Finance

Education
Quinnipiac University   1999 — 2004
BS, Business Management

Quinnipiac University - School of Business   1999 — 2004
Bachelor of Science (BS), Business Management

Tim Stinson Tim Stinson Orange County, California Area Details
Tim Stinson's Fidelity Institutional Wealth Services Experience November 2009 - August 2013
Job National Sales Manager, Cetera Financial Group
Industry Investment Management
Experience
Cetera Financial Group  January 2015 - Present
Northern Trust  August 2013 - January 2015
Fidelity Institutional Wealth Services   November 2009 - August 2013
Fortigent  July 2007 - November 2009
SEI Investments  June 1992 - May 2007
SEI  1992 - 2007

Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds

Education
Saint Joseph's University   1988 — 1992
Bachelor of Science, Marketing

Liz Manibay Liz Manibay Greater New York City Area Details
Liz Manibay's Fidelity Institutional Wealth Services Experience December 2014 - Present
Job VP, Senior Relationship Manager, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   December 2014 - Present
Charles Schwab Advisor Services  January 2011 - December 2014
JCPR  September 2008 - January 2011
ClientWise   May 2006 - January 2008
Manibay & Morra   May 2004 - April 2006
UBS Financial Services  May 2000 - May 2004

Education
College of Mount Saint Vincent   1991 — 1995
B.A., Psychology

City University of New York-Baruch College
Master of Arts (M.A.), Industrial/Organizational Psychology

Steven Astravas Steven Astravas Greater Boston Area Details
Steven Astravas's Fidelity Institutional Wealth Services Experience February 2007 - July 2007
Job Principal Consultant at AWE VISION CONSULTING
Industry Management Consulting
Experience
Awe Vision Consulting   September 2003 - Present
AIA Systems   January 2012 - June 2015
Top Secret Systems   February 1992 - December 2011
Technology Business Research  January 2008 - March 2008
Fidelity Institutional Wealth Services   February 2007 - July 2007
Harvard University Extension School  September 2002 - June 2004
Bright Horizons Family Solutions  January 2004 - May 2004
IBM Microelectronics, RF/Wireless Group (SBU)   May 2000 - June 2002
Motorola, Internet and Networking Group   December 1996 - October 1999
Frequency Engineering Labs (now part of Argon ST)   February 1992 - October 1992

Skills
Program Management, Integration, Project Management, Business Intelligence, Competitive Intelligence, Strategic Planning, Software Project..., Competitive Analysis, Analysis, Business Analysis, New Business Development, Product Development, Mergers & Acquisitions, Process Improvement, Business Strategy, Analytics, Strategy

Education
Harvard University   2002 — 2003
Certificate of Special Studies in Business

Northeastern University - Graduate School of Business Administration   1993 — 1995
MBA

University of Illinois at Urbana-Champaign   1978 — 1980
Master of Science

Northeastern University   1971 — 1977
Bachelor of Science

Hugh O'Donnell Hugh O'Donnell Chicago, Illinois Details
Hugh O'Donnell's Fidelity Institutional Wealth Services Experience March 2006 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   March 2006 - Present
SKM Wealth Managment   March 2005 - March 2006
StrategicPoint Investment Advisors  January 2002 - March 2005
Cogent Communications  July 2000 - December 2001
Fidelity Investments  July 1995 - July 2000

Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation

Education
Fairfield University   1990 — 1994
BA, Economics

Portsmouth Abbey   1986 — 1990

Brad Lucas Brad Lucas Dallas/Fort Worth Area Details
Brad Lucas's Fidelity Institutional Wealth Services Experience April 2013 - Present
Job Vice President, Senior Sales
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   April 2013 - Present
Schwab Advisor Services  August 1998 - March 2013

Skills
Series 7, Wealth Management, Mutual Funds, ETFs, Portfolio Management, Investments, Asset Allocation, Investment Advisory, Series 63

Education
Texas Christian University   1988 — 1992
Bachelor of Science, Political Science, Business

Brad Hixson Brad Hixson Greater Los Angeles Area Details
Brad Hixson's Fidelity Institutional Wealth Services Experience April 2011 - Present
Job VP, Relationship Manager
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   April 2011 - Present
First American Trust, FSB  November 2002 - April 2011
Fidelity Investments  October 1996 - November 2002

Education
University of Pittsburgh   1988 — 1991

Penn State University   1986 — 1988
business

Plum High   1984 — 1986

William Connell William Connell Greater Boston Area Details
William Connell's Fidelity Institutional Wealth Services Experience July 2009 - March 2012
Job Client Service Manager at Canby Financial Advisors
Industry Investment Management
Experience
Canby Financial Advisors   2012 - Present
Fidelity Institutional Wealth Services   July 2009 - March 2012
Fidelity Investments  July 2006 - November 2008
Fidelity Family Office Services  2005 - 2006
Pioneer Investments  1999 - 2000

Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7

Education
Boston University   2009 — 2010
Certificate, Financial Planning

Suffolk University - Sawyer Business School   2007 — 2009
Master's Degree, Finance

Suffolk University - Sawyer Business School   1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General

Stonehill College   1987 — 1991
BS, Economics

Randy Magdaluyo Randy Magdaluyo San Diego, California Details
Randy Magdaluyo's Fidelity Institutional Wealth Services Experience October 2010 - January 2014
Job Program Manager, Business Development at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional  June 2014 - Present
Accenture  January 2014 - June 2014
Fidelity Institutional Wealth Services   October 2010 - January 2014
Xealot, Inc.   April 2009 - December 2009
State Street  June 2001 - February 2009
Andersen Consulting (now Accenture)   October 1999 - May 2001

Skills
Wealth Management, Financial Services, Relationship Management, Investments, Management, Outsourcing, Consulting, Business Analysis

Education
UCLA Anderson School of Management
MBA

San Diego State University-California State University
Bachelor of Science

Willy Suwoto Willy Suwoto Greater Boston Area Details
Willy Suwoto's Fidelity Institutional Wealth Services Experience April 2008 - April 2010
Job Experienced finance professional with specialty in financial analysis/modeling, strategic/business planning.
Industry Financial Services
Experience
Fidelity Institutional Wealth Services   April 2008 - April 2010
Fidelity Brokerage Company  November 2004 - April 2008
Fidelity Brokerage Company Technology   August 2000 - October 2004
Dewey Ballantine LLP  September 1999 - May 2000
Rogers & Wells LLP  September 1998 - September 1999
Aon Risk Services, Inc. of New York   May 1996 - September 1998
R.L. Renck & Co., Inc.   September 1995 - April 1996
Cincinnati Bilingual Academy   March 1990 - June 1993

Education
Saint John's University   1993 — 1995
MBA, Finance

The Ohio State University   1988 — 1989
M.A., Chinese Linguistics

Indiana University Bloomington   1984 — 1987
Bachelor Degree, Computer Science and Chinese Language

John Lonergan John Lonergan Greater Boston Area Details
John Lonergan's Fidelity Institutional Wealth Services Experience 2005 - 2013
Job Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management  December 2013 - Present
Fidelity Institutional Wealth Services   2005 - 2013
SEI Investments  July 2000 - July 2005
ING  1997 - 2000
Keyport Life Insurance  1994 - 1997

Skills
New Business Development, Business Formation, Investments, Portfolio Management, Series 7, Strategic Financial..., Series 63, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Series 24, Estate Planning, Alternative Investments, Risk Management, Securities, Insurance, Investment Advisory, Financial Services, 401k, FINRA, Series 65

Education
Fairfield University   1990 — 1994