2007 -2010 Vice President @ Fidelity Charitable Services
2004 -2007 Director, Research and Implementation @
2003 -2004 Vice President Stock Plan Marketing @ Fidelity Brokerage Company
2000 -2003 Director New Product Development @
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
Asset Management
Portfolio Management
Series 7
Management
Equities
Securities
Product Management
Series 63
Wealth Management
Marketing
Business Analysis
PowerPoint
Research
Customer Relationship Management Crm
Trading
Customer Relationship Management
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 2 emails and 2 mobile phone numbers on RocketReach.
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