Director, Managed Solutions @ (April 2021 - June 2022)
Director Managed Accounts Product Management and Development @ (April 2016 - April 2021)
Senior Manager, Implementation @ (January 2015 - April 2016)
Analyst and Senior Analyst @ (May 2012 - January 2015)
Investment Representative @ (April 2010 - May 2012)
Financial Representative @ (March 2008 - March 2010)
Registered Client Service Associate @ Smith Barney/Morgan Stanley (January 2005 - January 2008)
Matt Kerns Education
Questrom School of Business, Boston University
Master of Business Administration (MBA) (Finance, General)
2011-2015
University of Michigan
Bachelor of Arts (BA) (Economics)
2001-2005
Matt Kerns Skills
Asset Allocation
Asset Management
Business Case
Certified Financial Planner
Chartered Financial Analyst
Competitive Analysis
Competitive Intelligence
Customer Engagement
Customer Service
Data Analysis
Finance
Financial Analysis
Financial Planning
Financial Services
Go-to-market Strategy
Investments
Managed Money
Microsoft Excel
Microsoft Office
Morningstar Direct
Mutual Funds
Portfolio Management
Product Design
Product Development
Product Management
Product Strategy
Securities
Stock Market
Strategic Design
Strategic Planning
Tableau
Wealth Management
Matt Kerns Summary
Matt Kerns, based in Boston, MA, US, is currently a Senior Investment Manager at Fidelity Investments. Matt Kerns brings experience from previous roles at Fidelity Investments. Matt Kerns holds a 2011 - 2015 Master of Business Administration (MBA) in Finance, General @ Questrom School of Business, Boston University. With a robust skill set that includes Asset Allocation, Asset Management, Business Case, Certified Financial Planner, Chartered Financial Analyst and more. Matt Kerns has 1 mobile phone numbers on RocketReach.
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