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gary_miller_

Gary M

@gary_miller_

SVPHead of DCIO National Accounts and Retirement Sales

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I am an investment professional with deep relationship management skills and the ability to effectively communicate investment process, philosophy, and performance. I am a proven leader trusted by senior management to spearhead change management and mentor associates. I leverage my expertise in investment consulting, sales, and executive leadership to build mutually beneficial relationships.... Saiba mais

Habilidades

g
gary_miller_
Gary M
offline • 

Conheça meus serviços

Consultoria de Investimentos
I will develop a 401k investment plan
A partir deUS$ 1.000 /projetoMais detalhes

Experiência profissional

Fidelity_Investments

Fidelity Investments

Período integral • 18 yrs 2 mos

Vice President DCIO Account Executive

Jan 2012 - Jan 2016 • 4 yrs

Grew AUM within Large and Mega DCIO Markets. Managed over $20B in assets and developed strategic territory plans. Positioned mutual funds and separate accounts to consultants and government/corporate direct markets.

Vice President-Investment Consultant

Jan 2001 - Jan 2012 • 11 yrs

Consulted with senior leaders in Government and Corporate markets. Partnered with record keepers for fund solutions and conducted investment reviews with committees to optimize product positioning and plan design.

Senior Retirement Consultant-Tax Exempt Sales

Nov 1997 - Jan 2001 • 3 yrs 2 mos

Focused on retirement consulting and tax-exempt sales, providing investment education and plan design solutions to partners and clients within the Fidelity Investments framework.