Matthew Fuchs Email & Phone Number
Director, Platform Sales @ Fidelity Investments
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Matthew Fuchs Location
- Boston, MA, US
Matthew Fuchs Work
- 2024 -now Director, Platform Sales @
- 2023 -2024 Director, Business Development | Fidelity Family Office @
- 2021 -2023 Director of Participant Engagement and Financial Planning @
- 2020 -2021 AVP - Financial Advisor at Citizens Investment Services (Citizens Securities, Inc.) @
- 2014 -2020 Director @
- 2012 -2014 Vice President, Northeast Region @
- 2006 -2012 Senior Investment Consultant @
- 2005 -2006 Relationship Banker @
- 2004 -2005 Financial Advisor @
- 2004 -2005 Financial Advisor @
Matthew Fuchs Education
- Anna Maria College
Bachelors of Science (Business Administration)
- Bryant University
Certified Financial Planner Designation
- The Wharton School
CIMA (Certified Investment Management Analyst)
Matthew Fuchs Skills
- Family Offices
- Series 7
- Capital Markets
- Consultative Selling
- Institutional
- Microsoft Office
- Insurance
- New Business Development
- Alternative Investments
- Relationship Management
- Presentations
- Mutual Funds
- Asset Management
- Finance
- Investments
- Portfolio Management
- Equities
- CRM
- Wealth Management
- Series 63
- Family Wealth Management
- Asset Allocation
- Networking
- Financial Planning
- Investment Management
- Sales Presentations
Matthew Fuchs Summary
- Matthew Fuchs, based in Boston, MA, US, is currently a Director, Platform Sales at Fidelity Investments. Matthew Fuchs brings experience from previous roles at Fidelity Investments, IBG Financial Partners, LLC, Citizens Investment Services and Barings. Matthew Fuchs holds a Bachelors of Science in Business Administration @ Anna Maria College. With a robust skill set that includes Family Offices, Series 7, Capital Markets, Consultative Selling, Institutional and more. Matthew Fuchs has 2 emails and 1 mobile phone numbers on RocketReach.
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