Steve Mark Email & Phone Number
Rewired @ Fidelity Charitable®
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Steve Mark Location
- Boston, MA, US
Steve Mark Work
- 2011 - now Board Chair @
- 2025 - now Rewired @
- 2014 - 2025 Head of Strategic Account Relationship Management - Fidelity Charitable @
- 2012 - 2014 VP, Wealth Management Product @
- 2012 - 2012 Consultant - Fidelity Charitable and Workplace Managed Accounts @
- 2010 - 2012 Principal @
- 2004 - 2010 Head of Strategy and Business Execution, Wealth Management Group @
- 1996 - 2002 Vice President, Channel Manager, Advisor Sales Group @
- 1999 - 2001 VP, Offshore Funds Market Management @ Fidelity Investments Institutional Services Co./Offshore Group
- 1993 - 1996 Manager, Financial Services Consulting @ COOPERS & LYBRAND CONSULTING, BOSTON, MA
- 1983 - 1993 Loan Officer, Mortgage Originator, Senior Underwriter @ Mortgage Lending Industry Experience
Steve Mark Education
- Boston University
- Tufts University
(Microfinance (Independent Coursework))
- Union College
Steve Mark Skills
- Philanthropy
- Relationship Management
- Wealth Management
- Financial Services
- Investments
- Portfolio Management
- Business Strategy
- Financial Modeling
- Asset Managment
- Strategic Planning
- Strategy
- Program Management
- Product Management
- CRM
- Mutual Funds
- Asset Management
- Marketing Strategy
- Emerging Markets
- Market Research
- Strategic Consulting
- Business Planning
- Competitive Analysis
- Financial Analysis
- Client Experience
- Business Process Improvement
- Client Segmentation
- International Business
- Strategy Development
- Lean Sigma
- Email Marketing
- Financial Planning
- Business succession planning
- Charitable planning
- Executive Management
- Business Relationship Management
- Capacity Building
- Public speaking
- New Business Development
- Distribution
- Institutional Investments
- Industry Research
- Microfinance
- Product Strategies
- Institutional Investors
- Performance Metrics
- Intermediary
- Managed Accounts
- Revenue Sharing
- Donor-advised funds
- Family philanthropy
- Investment Management
- Services
- Superior Client Service
- Donor Advised Funds
- Project Management
- Microsoft Office
- Strategic Financial Planning
- Balanced Scorecard
- Customer Service
- Net Promoter Score
- Sales
- 403b
Steve Mark Summary
- Steve Mark, based in Boston, MA, US, is currently a Rewired at Fidelity Charitable®. Steve Mark brings experience from previous roles at MicroLoan Foundation USA and Fidelity Investments. Steve Mark holds a Boston University. With a robust skill set that includes Philanthropy, Relationship Management, Wealth Management, Financial Services, Investments and more. Steve Mark has 4 emails and 1 mobile phone numbers on RocketReach.
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