Senior Product Manager
Current
Apr 2022 - Present
AeroLeads people directory · profile
Bill Guthrie Email & Phone Number
Highly analytical and results-driven professional with progressive experience leading all facets of product management, sales, people management, and key account management for top-tier organizations.
at
Envestnet, Inc
1 work email found
@envestnet.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Highly analytical and results-driven professional with progressive experience leading all facets of product management, sales, people management, and key account management for top-tier organizations.
Location
Providence, Rhode Island, United States
Who is Bill Guthrie? Overview
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Quick answer
Bill Guthrie is listed as Highly analytical and results-driven professional with progressive experience leading all facets of product management, sales, people management, and key account management for top-tier organizations. at Envestnet, Inc, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at envestnet.com and a matched LinkedIn profile for Bill Guthrie.
Bill Guthrie previously worked as Senior Product Manager at Envestnet, Inc and Director, Portfolio Construction at Fidelity Investments. Bill Guthrie holds Master Of Science, Investment Management from Questrom School Of Business, Boston University.
Company email context
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{first}.{last}@envestnet.com
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Profile bio
About Bill Guthrie
Demonstrated success devising product strategy and planning releases as well as providing creative ideas that ensure product success and profitability. Skilled at developing product development roadmaps, prioritizing product opportunities, and refining ideas to drive and achieve business goals. Equipped with in-depth knowledge and practical experience of Waterfall and Agile product development methodologies. Proven background in trading equity, fixed income, derivative securities, and crypto-currency assets. Adept at conducting deep-dive research and market competitive analysis to aid in key decision making, develop consumer insight, and ensure successful product launch. Excel at maintaining problem resolution frameworks, defining policies for customer’s satisfaction and product upsell, documenting requirements, and collaborating with cross-functional teams.
Listed skills include Bloomberg, Finra, Series 7, Series 63, and 15 others.
Current workplace
Bill Guthrie's current company
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8 roles
Bill Guthrie work experience
A career timeline built from the work history available for this profile.
Director, Portfolio Construction
- Direct team of development professionals for building, maintaining, and managing suite of portfolio construction and analysis tools for Fidelity’s institutional clients. Define product vision and develop strategies for.
- Developed and maintained product roadmaps by prioritizing business requirements.
- Created and managed team KPIs as well as established goals with relentless focus on quality.
May 2019 - Apr 2022
Director, Product Management
- Spearheaded product management team for supporting implementation of new and existing initiatives related to portfolio rebalancing and securities trading for Fidelity’s registered investment advisor and broker dealer.
- Acted as Product Owner on a project designed to develop and deploy a complex portfolio modeling and rebalancing system to introduce household, tax-aware and asset class based rebalancing functionality to Fidelity's.
- Provided leadership support to Fidelity Institutional organization in transitioning product development methodologies from Waterfall to Agile.
- Enhanced Fidelity’s registered investment advisor electronic trading capabilities that resulted in increase of commissionable trades by 30%.
Jul 2009 - May 2019
Senior Product Manager
The product management team directs and supports new and existing initiatives related to securities trading and portfolio construction for Fidelity Investments Registered Investment Advisor Group including business plan, P&L and marketing and distribution strategy.Act as business lead on a project designed to develop and implement a complex portfolio.
Apr 2005 - Jul 2009
Senior Technical Analyst
The technical support organization provided Fidelity Investments registered investment advisor clients with assistance related to complex technical and securities trading issues. Contributed to an increase in customer satisfaction levels from 35 to over 90 percent while a senior member of the 20+ member support organization.Developed and implemented a.
May 2003 - Apr 2005
Spartan Trader
Executed an average of 100+ equity, option and fixed income trades daily for Fidelity Investments most active and affluent clients. Spartan traders worked closely with the listed, OTC, and fixed income trading desks, handling customer disputes and attending to execution quality.Processed an average of over 100 trades daily for Fidelity's most demanding.
Jul 2000 - May 2003
Investment Specialist
Charles Schwab & Company
Established and maintained relationships with new and existing retail brokerage clients, and consulted with new and existing clients regarding current and future investment objectives, strategies, and portfolio allocations.Received the Northeastern Region All-Star Achievement Award for new product salesConverted over $70 Million in new assets in one year.
Aug 1999 - Jul 2000
Registered Representative
Jb Oxford & Company
Managed in excess of $12 million in assets for over 200 clients, and advised clients with regard to personal investment and trading strategies.Promoted a variety of investment vehicles and sharpened my knowledge of overall market proceduresSuggested appropriate trading strategies for various clients
Aug 1998 - Aug 1999
2 education records
Bill Guthrie education
Master Of Science, Investment Management
Questrom School Of Business, Boston University
Bachelor Of Science, Finance
Bryant University
FAQ
Frequently asked questions about Bill Guthrie
Quick answers generated from the profile data available on this page.
What company does Bill Guthrie work for?
Bill Guthrie works for Envestnet, Inc.
What is Bill Guthrie's role at Envestnet, Inc?
Bill Guthrie is listed as Highly analytical and results-driven professional with progressive experience leading all facets of product management, sales, people management, and key account management for top-tier organizations. at Envestnet, Inc.
What is Bill Guthrie's email address?
AeroLeads has found 1 work email signal at @envestnet.com for Bill Guthrie at Envestnet, Inc.
Where is Bill Guthrie based?
Bill Guthrie is based in Providence, Rhode Island, United States while working with Envestnet, Inc.
What companies has Bill Guthrie worked for?
Bill Guthrie has worked for Envestnet, Inc, Fidelity Investments, Charles Schwab & Company, and Jb Oxford & Company.
How can I contact Bill Guthrie?
You can use AeroLeads to view verified contact signals for Bill Guthrie at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Bill Guthrie attend?
Bill Guthrie holds Master Of Science, Investment Management from Questrom School Of Business, Boston University.
What skills is Bill Guthrie known for?
Bill Guthrie is listed with skills including Bloomberg, Finra, Series 7, Series 63, Fixed Income, Mutual Funds, Equities, and Portfolio Management.
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