Marty Falcone Email & Phone Number

Marty Falcone Email & Phone Number

Senior Vice President, Workplace Investing, Relationship Management Leadership (Strategic Segment) @ Fidelity Investments

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Marty Falcone's Location

Wayne, Pennsylvania, United States

Marty Falcone's Work

  • Senior Vice President, Workplace Investing, Relationship Management Leadership (Strategic Segment) @ Fidelity Investments
  • Head of Institutional Advice Distribution and Department Head of Mega Segment Client Service @ Vanguard
  • Department Head Jumbo Market Segment Client Service, Senior Manager @ Vanguard
  • Department Head Institutional Participant Experience @ Vanguard
  • Senior Project Manager, Portfolio Review Department @ Vanguard
  • Chief of Staff, Financial Advisor Services @ Vanguard
  • Supervisor @ Vanguard
  • AIM Participant @ Vanguard

Marty Falcone's Education

  • Saint Joseph's University

    Master of Business Administration (M.B.A.)

    2011 - 2013
  • Lehigh University

    BA (Economics and Journalism)

    2001 - 2005
  • Radnor High School

    1997 - 2001

Marty Falcone's Skills

  • Portfolio Management
  • Mutual Funds
  • Series 6
  • Budgeting
  • Strategic Planning
  • Series 63
  • Change Management
  • People Management
  • Management
  • Finance

Marty Falcone's Summary

Marty Falcone, based in Wayne, Pennsylvania, United States, is currently a Senior Vice President, Workplace Investing, Relationship Management Leadership (Strategic Segment) at Fidelity Investments, bringing experience from previous roles at Vanguard. Marty Falcone holds a 2011 - 2013 Master of Business Administration (M.B.A.) @ Saint Joseph's University. With a robust skill set that includes Portfolio Management, Mutual Funds, Series 6, Budgeting, Strategic Planning and more, Marty Falcone contributes valuable insights to the industry. Marty Falcone has 2 emails on RocketReach.
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