Stephen Balkam Email & Phone Number
Marketing Lead, Digital Assets @ Fidelity Investments
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Stephen Balkam Location
- Boston, MA, US
Stephen Balkam Work
- Marketing Lead, Digital Assets @ (October 2024 - Present)
- Director, Wealth Management @ (December 2019 - January 2021)
- Director, Digital Planning Experience @ (May 2018 - December 2019)
- Senior Manager, Analytics and Business Solutions @ (January 2015 - May 2018)
- Squad Leader Crypto Go to Market - Digital Assets @ (October 2022 - October 2024)
- Director Crypto Go to Market @ (November 2021 - October 2022)
- Director Wealth Management- Client Development @ (January 2021 - November 2021)
- Account and Operations Manager @ (June 2012 - January 2015)
- Financial Representative @ (October 2010 - June 2012)
- Product Specialist @ (January 2010 - October 2010)
- Financial Advisor Associate @ (July 2008 - April 2009)
Stephen Balkam Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (M.B.A.) (Business Analysis)
2015-2017 - Bryant University
Bachelors of Science (Finance)
2006-2008 - Worcester State University
Stephen Balkam Skills
- Business Analysis
- Management
- Series 7
- Training
- Fixed Annuities
- Mutual Funds
- Leadership
- Microsoft Word
- Research
- Financial Analysis
- Financial Risk
- Financial Modeling
- Investments
- Analysis
- Asset Allocation
- Portfolio Management
- Wealth Management
- Fixed Income
- Securities
- Recruiting
- Finance
- Financial Advisory
- Equities
- Auditing
- Alternative Investments
- Bloomberg
- Series 63
- Account Management
Stephen Balkam Summary
- Stephen Balkam, based in Boston, MA, US, is currently a Marketing Lead, Digital Assets at Fidelity Investments. Stephen Balkam brings experience from previous roles at Fidelity Investments. Stephen Balkam holds a 2015 - 2017 Master of Business Administration (M.B.A.) in Business Analysis @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Business Analysis, Management, Series 7, Training, Fixed Annuities and more. Stephen Balkam has 4 emails and 1 mobile phone numbers on RocketReach.
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