Matt Bowen Email & Phone Number
Senior Vice President, Head of Relationship Management Services @ Fidelity Investments
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Matt Bowen Location
- Cincinnati, OH, US
Matt Bowen Work
- 2023 -now Senior Vice President, Head of Relationship Management Services @
- 2020 -2023 Head of Retail Distribution Coaching and Development @
- 2016 -2020 Senior Vice President, General Manager @
- 2013 -2016 Vice President, Sales @
- 2011 -2013 Vice President, Portfolio Advisory Services @
- 2003 -2011 Vice President, Branch Manager @
- 2000 -2003 Manager Phone Financial Planning Consultants @
- 1995 -1999 Trading, Fixed Income and Phone Investment Planning @
Matt Bowen Education
- University of Kentucky
(Business)
Matt Bowen Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investment Advisory
- Project Management
- Series 63
- Strategic Financial
- Investments
- Series 6
- Retirement
- Series 65
- Series 7
- Securities
- Mutual Funds
Matt Bowen Summary
- Matt Bowen, based in Cincinnati, OH, US, is currently a Senior Vice President, Head of Relationship Management Services at Fidelity Investments. Matt Bowen brings experience from previous roles at Fidelity Investments. Matt Bowen holds a University of Kentucky. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Project Management and more. Matt Bowen has 2 emails and 2 mobile phone numbers on RocketReach.
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