Ryan Halliday Email & Phone Number
Director, Client Service Manager @ Fidelity Investments
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Ryan Halliday Location
- Boston, MA, US
Ryan Halliday Work
- 2025 -now Director, Client Service Manager @
- 2022 -2025 Director, Participant Engagement Consultant, Fidelity SENQ @
- 2019 -2022 Lead Services Project Manager @
- 2018 -2019 Project Manager @
- 2015 -2018 Project Manager @
- 2014 -2015 Business Integration Specialist @
- 2011 -2014 Proposal Consultant @
- 2010 -2011 Account Manager @ Merrimack Insurance and Retirement Planning Services
- 2009 -2010 Proposal Specialist @
- 2007 -2009 Associate Client Services Manager @
- 2006 -2007 Service Delivery Specialist and Team Lead @
- 2005 -2006 Retirement Service Specialist @
- 2005 -2005 Inbound Telesales @
- 2003 -2005 Senior Customer Service Associate @ Energy Federation
Ryan Halliday Education
- Dean College
Associates (Business Administration, Management, Business Administration and Management)
2018-2020 - Shrewsbury High School 1998-2001
Ryan Halliday Skills
- Project Management
- Financial Services
- Series 7
- Strategic Planning
- Account Management
- Analytical Skills
- Proposal Writing
- Investments
- Finance
- Business Analysis
- Customer Relationship Management (CRM)
- Business Process Improvement
- Sales Enablement
- Software Implementation
- Project Implementation
- Professional Services
- Change Management
- Program Management
- Microsoft Excel
- Microsoft Office
- Salesforce.com
- Software as a Service (SaaS)
- Enterprise Software
- Customer Service
- Training
- Management
- Leadership
- Qvidian QPA
- Employee Benefits
- Retirement
- Series 63
- Process Improvement
- Qvidian Proposal Automation
- Proposal Management
- Proposal Coordination
- Government Proposals
- Proposal Production
- RFP
- Written Communication
- Strategy
- Planning
- Program Development
- Project Management Office (PMO)
- Program Delivery Management
- 401k
- Sales
- Social Networking
- Marketing
- Outlook
- Project Planning
- Retirement Planning
- Health Insurance
- Microsoft Word
- PowerPoint
- Internal Communications
- Organization
- Defined Benefit
- CRM
- Outsourcing
- Sales Presentations
- Defined Contribution
- Insurance
- Reporting And Analysis
- Streetscape
- Brokerage
- Relationship Management
- Team Leadership
- Mutual Funds
- New Business Development
- Financial Analysis
- Teamwork
- Securities
- Customer Relationship Management Crm
- Market
- New Ideas
- Big Picture
- Proposal Preparation
- Consideration
- Sales Operations
- Tight Deadlines
- Driving
- Networking
- Customer Satisfaction
- Disability Insurance
- Mind
- Exempt
- Software As A Service Saas
- Business Integration
- Detail
- Advertising
- Miller
- Social Influence
- Group Medical
- Analytics
- Short Term
- Dentistry
- Retaining
- Tax
- 63 Licenses
- Project Oversight
- Customer Relationship Management
- Software as a Service
Ryan Halliday Summary
- Ryan Halliday, based in Boston, MA, US, is currently a Director, Client Service Manager at Fidelity Investments. Ryan Halliday brings experience from previous roles at Fidelity Investments, UKG (Ultimate Kronos Group), Anaqua and Qvidian. Ryan Halliday holds a 2018 - 2020 Associates in Business Administration, Management, Business Administration and Management @ Dean College. With a robust skill set that includes Project Management, Financial Services, Series 7, Strategic Planning, Account Management and more. Ryan Halliday has 3 emails on RocketReach.
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