Steven Perlmutter Location

North Andover, MA, US

Steven Perlmutter Work

  • 2018 - now  Vice President, Manager, Product Marketing @ Wellington Management
  • 2015 - 2017 Vice President, Senior Marketing Manager @ Eaton Vance
  • 2014 - 2015 Vice President, Investment Marketing @ F-Squared Investments
  • 2012 - 2013 Vice President, Investment Capability Management @ Fidelity Investments
  • 2010 - 2012 SVP, Strategic Marketing @ Bank of America
  • 2007 - 2010 Vice President @ Fidelity Charitable Services
  • 2004 - 2007 Director, Research and Implementation @ Fidelity Investments
  • 2003 - 2004 Vice President ­ Stock Plan Marketing @ Fidelity Brokerage Company
  • 2000 - 2003 Director ­ New Product Development @ Fidelity Investments
  • 1998 - 2000 Director @ Fidelity Customer Marketing and Development

Steven Perlmutter Education

  • Isenberg School of Management, UMass Amherst

    1987 - 1991
  • University of Massachusetts

    1991

Steven Perlmutter Skills

  • Investments
  • Mutual Funds
  • Strategy
  • CRM
  • Financial Services
  • Alternative Investments
  • Fixed Income
  • Asset Allocation
  • Leadership
  • Banking

Steven Perlmutter Summary

Steven Perlmutter, based in North Andover, MA, US, is currently a Vice President, Manager, Product Marketing at Wellington Management. Steven Perlmutter brings experience from previous roles at Eaton Vance, F-Squared Investments, Fidelity Investments and Bank of America. Steven Perlmutter holds a 1987 - 1991 Isenberg School of Management, UMass Amherst. With a robust skill set that includes Investments, Mutual Funds, Strategy, CRM, Financial Services and more. Steven Perlmutter has 3 emails and 2 mobile phone numbers on RocketReach.

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