Steven Tremblay Email & Phone Number
Managed Solution Consultant @ Fidelity Investments
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Steven Tremblay Location
- Boston, MA, US
Steven Tremblay Work
- Managed Solution Consultant @ (May 2025 - Present)
- Investment Management Consultant III @ (May 2022 - May 2025)
- Portfolio Specialist @ (May 2021 - May 2022)
- Client Management Representatives @ (October 2020 - May 2021)
- Workplace Consultant @ (September 2017 - October 2020)
- Investment Solution Representative @ (October 2016 - September 2017)
- Investment Consultant @ (May 2010 - September 2016)
- Relationship Manager @ (October 2007 - May 2010)
- Investment Representative @ (September 2006 - September 2007)
- Senior Data Analyst @ (September 2005 - September 2006)
- Store Manager @ Supertan (January 1999 - January 2005)
Steven Tremblay Education
- Southern New Hampshire University
Master’s Degree (Finance and Financial Management Services)
2015-2017 - Southern New Hampshire University
Master of Business Administration (M.B.A.) (Finance, General)
2003-2005
Steven Tremblay Skills
- 401(k) Retirement Savings Plans
- Asset Management
- CRM
- Cost Accounting
- Customer Relationship Management (CRM)
- Data Analysis
- Data Analytics
- Equities
- Fiduciary
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Management
- Managerial Economics
- Managerial Finance
- Mutual Funds
- Net Promoter Score
- Process Excellence
- Public Speaking
- Qualitative & Quantitative Research Methodologies
- Quantitative Analytics
- Registered Investment Advisor
- Regression Analysis
- Risk Management
- Sales
- Six Sigma
- Strategic Planning
- Tactical Planning
Steven Tremblay Summary
- Steven Tremblay, based in Boston, MA, US, is currently a Managed Solution Consultant at Fidelity Investments. Steven Tremblay brings experience from previous roles at Fidelity Investments. Steven Tremblay holds a 2015 - 2017 Master’s Degree in Finance and Financial Management Services @ Southern New Hampshire University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, CRM, Cost Accounting, Customer Relationship Management (CRM) and more. Steven Tremblay has 3 emails and 1 mobile phone numbers on RocketReach.
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