Matt Connor Email & Phone Number
Regional Vice President, Executive Services - Northeast Region @ Fidelity Investments
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Matt Connor Location
- Plainville, MA, US
Matt Connor Work
- 2025 -now Regional Vice President, Executive Services - Northeast Region @
- 2020 -2025 VP, National Fundraising Manager - Personal and Workplace Investing Channels @
- 2017 -2019 VP, National Fundraising Mangager - PI channel and Central Division Manager - Advisor Channel @
- 2017 -2017 VP, National Fundraising Manager - PI Channel and Head of Fundraising Operations @
- 2015 -2017 VP, National Fundraising Manager - PI Channel @
- 2013 -2015 Director, Inside Sales Manager @
- 2011 -2013 Charitable Planning Associate II - Team Leader @
- 2009 -2011 Certified Financial Planner™ @
- 2008 -2008 Wealth Advisor @ RMK Associates, LLC
- 2005 -2008 Business Development and Wholesaler @
- 2003 -2005 Inside Wholesaler @
Matt Connor Education
- University of Colorado Boulder - Leeds School of Business
Bachelor of Science (Finance)
1999-2002 - Bishop Feehan High School 1994-1997
Matt Connor Skills
- Retirement
- Tax
- Wealth Management
- Sales
- Sales Presentations
- Life Insurance
- Tax Preparation
- Team Leadership
- Building Relationships
- Key Relationships
- Key Account Acquisition & Retention
- Mutual Funds
- Financial Advisory
- Nonprofits
- Philanthropy
- Strategic Financial Planning
- Wealth
- Charities
- Relationship Management
- Alternative Investments
- Bonds
- High Net Worth Individuals
- Pensions
- Small Business
- Business Planning
- Business Relationship Management
- 401k
- Insurance
- Investment Advisory
- Asset Allocation
- Asset Management
- Securities
- Retirement Planning
- Strategic Planning
- Financial Services
- Investment Management
- Financial Planning
- 401(k) Retirement Savings Plans
- Estate Planning
- Banking
- Boston
- Qualifying Prospects
- Genesys
- Sales Growth
- Attract
- Seminars
- IRS
- Community
- Build Relationships
- Fidelity
- Investments
- Business Development
- Internal Audit
- Variable Annuities
- New Clients
- Finance
- Credentials
- 401k Retirement Savings Plans
- County
- Sold
- Strategies
- Leeds
- Colorado
- Certified Financial Planner
- Admitted to Practice
- Insurance Planning
- Council
- Educational Consulting
- Health Insurance
- Capital
- Presentations
- Partnerships
- Series 7
- 529 Plans
- Competition
- Key Account Acquisition and Retention
- Dealers
- 401 Retirement Savings Plans
Matt Connor Summary
- Matt Connor, based in Plainville, MA, US, is currently a Regional Vice President, Executive Services - Northeast Region at Fidelity Investments. Matt Connor brings experience from previous roles at Fidelity Charitable® and Fidelity Charitable. Matt Connor holds a 1999 - 2002 Bachelor of Science in Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Retirement, Tax, Wealth Management, Sales, Sales Presentations and more. Matt Connor has 1 emails and 3 mobile phone numbers on RocketReach.
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