Michael Lombard Email & Phone Number
Vice President, Senior Relationship Manager @ Fidelity Investments
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Michael Lombard Location
- Dover, MA, US
Michael Lombard Work
- 2024 -now Vice President, Senior Relationship Manager @
- 2021 -2024 Vice President, Relationship Management @
- 2016 -2021 Vice President, Head of Sales Support and Integration Planning @
- 2015 -2016 Vice President, Head of New Client Testing Programs @
- 2008 -2015 Vice President, Client Management and Middle Office Outsourcing @
- 2006 -2008 Senior Director, Client Management @
- 2004 -2006 Director, Client Management @
- 2004 -2004 Regional Service Manager @
- 2003 -2004 Sr Client Manager @
- 1997 -2002 Trading and Operations @ Barry Murphy and Company
Michael Lombard Education
- Boston College
MBA (Finance)
2002-2007 - Tufts University
BA (History)
1993-1997 - Brooks School 1989-1993
Michael Lombard Skills
- Series 7
- Series 24
- Series 55
- Series 4
- Financial Services
- Account Management
- Leadership
- Securities
- Wealth Management
- Mutual Funds
- Operations Management
- Relationship Management
- Microsoft Office
- Strategy
- Microsoft Excel
- Marketing
- Strategic Planning
Michael Lombard Summary
- Michael Lombard, based in Dover, MA, US, is currently a Vice President, Senior Relationship Manager at Fidelity Investments. Michael Lombard brings experience from previous roles at Fidelity Investments. Michael Lombard holds a 2002 - 2007 MBA in Finance @ Boston College. With a robust skill set that includes Series 7, Series 24, Series 55, Series 4, Financial Services and more. Michael Lombard has 1 emails and 3 mobile phone numbers on RocketReach.
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