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
- Head of Wealth Management Enablement @ (August 2022 - Present)
- Head of Integrated Distribution @ (January 2021 - August 2022)
- National Regional Center Site Leader @ (March 2018 - December 2020)
- Agile Acceleration Office Leader @ (July 2017 - February 2018)
- Senior Vice President, Head of Regional Center Sales @ (January 2016 - June 2017)
- Senior Vice President and Site General Manager @ (July 2012 - December 2015)
- Senior Vice President Sales and Service Model Design @ (January 2011 - July 2012)
- Vice President National Sales @ (May 2007 - December 2010)
- VP - Branch Office Manager @ (January 2005 - April 2007)
- Financial Professional @ (August 1999 - December 2004)
Matthew McKay Education
- Northeastern University
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
- Bentley University
MBA (Mktg / Mgmt.)
Matthew McKay Skills
- Analytical Skills
- Business Process Improvement
- CRM
- Contact Center Operations
- Contact Centers
- Cross-functional Team Leadership
- Customer Experience
- Customer Service
- Financial Advisory
- Financial Services
- Investments
- Leadership
- Management
- Mutual Funds
- Process Improvement
- Product Management
- Program Management
- Relationship Management
- Sales
- Series 63
- Series 7
- Strategy
- Team Building
- Vendor Management
- Wealth Management
- Training
- Illustrator
- Business Development
- Cross Functional Team Leadership
- Strategic Planning
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 Analytical Skills, Business Process Improvement, CRM, Contact Center Operations, Contact Centers and more. Matthew McKay has 1 emails and 2 mobile phone numbers on RocketReach.
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