Matthew McKay Email & Phone Number
Head of Wealth Management Enablement @ Fidelity Investments
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Matthew McKay Location
- Boston, MA, US
Matthew McKay Work
- 2022 - now Head of Wealth Management Enablement @
- 2021 - 2022 Head of Integrated Distribution @
- 2018 - 2020 National Regional Center Site Leader @
- 2017 - 2018 Agile Acceleration Office Leader @
- 2016 - 2017 Senior Vice President, Head of Regional Center Sales @
- 2012 - 2015 Senior Vice President and Site General Manager @
- 2011 - 2012 Senior Vice President Sales and Service Model Design @
- 2007 - 2010 Vice President National Sales @
- 2005 - 2007 VP - Branch Office Manager @
- 1999 - 2004 Financial Professional @
Matthew McKay Education
- Northeastern University
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
- Bentley University
MBA (Mktg / Mgmt.)
Matthew McKay Skills
- Series 7
- Program Management
- Training
- Strategy
- Vendor Management
- Financial Services
- Product Management
- Investments
- Process Improvement
- Sales
- Management
- Series 63
- Illustrator
- Business Development
- Customer Experience
- Relationship Management
- Cross Functional Team Leadership
- CRM
- Mutual Funds
- Wealth Management
- Strategic Planning
- Leadership
Matthew McKay Summary
- Matthew McKay, based in Boston, MA, US, is currently a Head of Wealth Management Enablement at Fidelity Investments. Matthew McKay brings experience from previous roles at Fidelity Investments. Matthew McKay holds a Bachelor's degree in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Northeastern University. With a robust skill set that includes Series 7, Program Management, Training, Strategy, Vendor Management and more. Matthew McKay has 1 emails and 1 mobile phone numbers on RocketReach.
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