Vice President, Relationship Management @ (December 2021 - January 2024)
Vice President, Head of Sales Support and Integration Planning @ (August 2016 - December 2021)
Vice President, Head of New Client Testing Programs @ (August 2015 - August 2016)
Vice President, Client Management and Middle Office Outsourcing @ (July 2008 - August 2015)
Senior Director, Client Management @ (July 2006 - July 2008)
Director, Client Management @ (October 2004 - July 2006)
Regional Service Manager @ (March 2004 - September 2004)
Sr Client Manager @ (January 2003 - March 2004)
Trading and Operations @ Barry Murphy and Company (January 1997 - January 2002)
Michael Lombard Education
Boston College
MBA (Finance)
2002-2007
Tufts University
BA (History)
1993-1997
Brooks School 1989-1993
Michael Lombard Skills
Account Management
Financial Services
Leadership
Mutual Funds
Operations Management
Relationship Management
Securities
Series 24
Series 4
Series 55
Series 63
Series 7
Wealth 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 Account Management, Financial Services, Leadership, Mutual Funds, Operations Management and more. Michael Lombard has 1 emails and 3 mobile phone numbers on RocketReach.
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