Thomas Valente Email
Vice President, Squad Leader, Fintech Solutions @ Fidelity Investments
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Thomas Valente Location
- New York, NY, US
Thomas Valente Work
- 2022 -now Vice President, Squad Leader, Fintech Solutions @
- 2014 -2022 Vice President, Principal Product Manager - Financial Planning Strategy and Integration @
- 2013 -2015 Managing Principal Consultant @ Valente Management Consulting
- 2012 -2013 Senior Principal, Senior Business Architect @
- 2010 -2012 Senior Consultant @ Smart Consulting
- 2008 -2010 Vice President of Relationship Management @
- 2006 -2008 Director, Financial Systems @
- 2001 -2006 Relationship Manager @
- 1998 -2001 Investment Analyst @
Thomas Valente Education
- Rutgers University
Master of Business Administration (Finance)
2004 - University of Richmond
Bachelor of Science in Business Administration (Finance)
1998
Thomas Valente Skills
- Equities
- Customer Experience
- Portfolio Management
- Business Strategy
- Product Marketing
- Project Management
- Relationship Management
- Strategic Partnerships
- Pricing Strategy
- Fixed Income
- Investment Advisory
- Financial Services
- Asset Managment
- User Experience
- Contract Negotiation
- Financial Planning
- Wealth Management
- Business Process Improvement
- Risk Management
- Vendor Management
- Wealth Management Services
- Strategic Planning
Thomas Valente Summary
- Thomas Valente, based in New York, NY, US, is currently a Vice President, Squad Leader, Fintech Solutions at Fidelity Investments. Thomas Valente brings experience from previous roles at Pershing LLC, Valente Management Consulting, Collaborative Consulting and Smart Consulting. Thomas Valente holds a Master of Business Administration in Finance @ Rutgers University. With a robust skill set that includes Equities, Customer Experience, Portfolio Management, Business Strategy, Product Marketing and more. Thomas Valente has 1 emails on RocketReach.
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