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
- Vice President, Squad Leader, Fintech Solutions @ (May 2022 - Present)
- Vice President, Principal Product Manager - Financial Planning Strategy and Integration @ (January 2014 - May 2022)
- Managing Principal Consultant @ Valente Management Consulting (June 2013 - January 2015)
- Senior Principal, Senior Business Architect @ (July 2012 - June 2013)
- Senior Consultant @ Smart Consulting (September 2010 - July 2012)
- Vice President of Relationship Management @ (February 2008 - September 2010)
- Director, Financial Systems @ (August 2006 - January 2008)
- Relationship Manager @ (March 2001 - August 2006)
- Investment Analyst @ (June 1998 - March 2001)
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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