Senior Manager, Investment Product @ (September 2024 - October 2025)
Senior Regional Investment Consultant @ (July 2023 - September 2024)
Regional Investment Consultant @ (May 2022 - July 2023)
Investment Sales Associate @ (March 2021 - May 2022)
Henry Marshall Education
Boston College Carroll School of Management
Master of Business Administration - MBA
Bentley University
Bachelor's degree (Economics-Finance; Minor: Computer Information Systems)
Henry Marshall Skills
Algorithmic Trading Strategies
Asset Allocation
Blockchain
Bloomberg Terminal
Computer Information Systems
Data Analysis
Economics
Equities
Equity Research
Equity Trading
FactSet
Financial Modeling
Financial Statement Analysis
Investment Management
Investment Strategies
Investments
Market Risk
Market Structure
Microsoft Excel
Microsoft Office
Morningstar Direct
Pitch Development
Public Speaking
Python
Sales
Team Leadership
US Equities
Valuation
Wealth Management
Wealth Management Services
Henry Marshall Summary
Henry Marshall, based in Boston, MA, US, is currently a Director, Investment Product at Fidelity Investments. Henry Marshall brings experience from previous roles at Fidelity Investments. Henry Marshall holds a Master of Business Administration - MBA @ Boston College Carroll School of Management. With a robust skill set that includes Algorithmic Trading Strategies, Asset Allocation, Blockchain, Bloomberg Terminal, Computer Information Systems and more. Henry Marshall has 1 emails and 1 mobile phone numbers on RocketReach.
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