Bill Guthrie Email and Phone Number
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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.
Envestnet, Inc
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Senior Product ManagerEnvestnet, Inc Apr 2022 - PresentBerwyn, Pennsylvania, Us
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Director, Portfolio ConstructionFidelity Investments May 2019 - Apr 2022Boston, Ma, UsDirect 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 Fidelity’s portfolio construction initiatives while incorporating competitive analysis, input, and feedback from internal/external stakeholders and end customers. Lead execution of go-to-market strategy via cross functional team, including marketing, legal, risk and compliance, technology and operational support, internal/external training, sales, relationship management, and release support engineering teams.• Developed and maintained product roadmaps by prioritizing business requirements.• Created and managed team KPIs as well as established goals with relentless focus on quality. -
Director, Product ManagementFidelity Investments Jul 2009 - May 2019Boston, Ma, UsSpearheaded 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 clients. Served as third level support for resolving complex technical and trading related issues related to Fidelity's investment advisor software offering. • 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 registered investment advisor and broker dealer client bases.• 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%.
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Senior Product ManagerFidelity Investments Apr 2005 - Jul 2009Boston, Ma, UsThe 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 modeling and rebalancing system-through a partnership with Northfield Information Systems, Inc.-that will introduce risk analysis and tax-aware portfolio optimization to Fidelity's registered investment advisor client base.Act as business lead on a firm-wide multi-million-dollar project that is designed to dramatically increase Fidelity's presence in the separate account management marketplaceServe as third-level support for complex technical and trading related issues as they relate to Fidelity's investment advisor software offering
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Senior Technical AnalystFidelity Investments May 2003 - Apr 2005Boston, Ma, UsThe 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 training program for all incoming support representativesDelivered general business and trading-specific presentations to the support team as well as other internal Fidelity groups
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Spartan TraderFidelity Investments Jul 2000 - May 2003Boston, Ma, UsExecuted 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 clients with 99.99% accuracyAssisted clients in understanding and executing both basic and complex option trading strategiesSpent one quarter as Margin Clerk, handling all margin and risk management issues for the trade desk
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Investment SpecialistCharles Schwab & Company Aug 1999 - Jul 2000Established 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, finishing in the top 20% of peers in the country
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Registered RepresentativeJb Oxford & Company Aug 1998 - Aug 1999Managed 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
Bill Guthrie Skills
Bill Guthrie Education Details
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Questrom School Of Business, Boston UniversityInvestment Management -
Bryant UniversityFinance
Frequently Asked Questions about Bill Guthrie
What company does Bill Guthrie work for?
Bill Guthrie works for Envestnet, Inc
What is Bill Guthrie's role at the current company?
Bill Guthrie's current role is 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..
What is Bill Guthrie's email address?
Bill Guthrie's email address is bi****@****fmr.com
What schools did Bill Guthrie attend?
Bill Guthrie attended Questrom School Of Business, Boston University, Bryant University.
What skills is Bill Guthrie known for?
Bill Guthrie has skills like Bloomberg, Finra, Series 7, Series 63, Fixed Income, Mutual Funds, Equities, Portfolio Management, Asset Managment, Investments, Investment Management, Asset Allocation.
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