Hannah Marble Email & Phone Number
Managing Director, Workplace Investing @ Fidelity Investments
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Hannah Marble Location
- San Francisco, CA, US
Hannah Marble Work
- 2019 -now Managing Director, Workplace Investing @
- 2017 -2019 Vice President @
- 2010 -2017 Institutional Client Relationship Manager @
- 2005 -2010 External Investment Analyst @
- 2004 -2005 Marketing Analyst @
- 2001 -2004 Marketing Analyst @
Hannah Marble Education
- UC Santa Barbara
BS (UCSB Women's Crew)
- Saint Mary's College of California
M.S. (Financial Analysis)
Hannah Marble Skills
- Series 7
- Investments
- Asset Allocation
- Marketing
- Mutual Funds
- Series 63
- Alternative Investments
- Wealth Management
- Investment Strategies
- Uniform Combined State Law
- Series 66
- CRM
- Financial Analysis
- Financial Services
- Securities
- Relationship Management
- Account Management
- Strategic Planning
- Strategic Partnerships
- Retirement Plan Consulting
- Banking
- RFP
- Finance
- Asset Management
- Services
- Presentation Skills
- Growth Strategies
- Retirement Savings
- Defined Contribution
- Retirement Planning
- Customer Retention
- Cross Selling
- Investment Knowledge
- Capital Markets
- Business Development
- Competitive Analysis
- Plan Review
- Customer Relationship Management
- Strategy
- Regulatory Requirements
- FINRA
- Defined Benefit
- Business Strategy
- Project Management
- Due Diligence
- Organization Skills
- 401 Retirement Savings Plans
- Financial Markets
- Investment Management
Hannah Marble Summary
- Hannah Marble, based in San Francisco, CA, US, is currently a Managing Director, Workplace Investing at Fidelity Investments. Hannah Marble brings experience from previous roles at JPMorgan Chase & Co. and Wells Fargo Funds Distributor, LLC. Hannah Marble holds a BS in UCSB Women's Crew @ UC Santa Barbara. With a robust skill set that includes Series 7, Investments, Asset Allocation, Marketing, Mutual Funds and more. Hannah Marble has 1 emails and 2 mobile phone numbers on RocketReach.
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