Emilio Monaco, Cfp®
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Emilio Monaco, Cfp® Email & Phone Number

Onboarding Leader at Fidelity Investments
Location: New York City Metropolitan Area, United States 5 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Onboarding Leader
Location
New York City Metropolitan Area, United States
Company size
52767 employees

Who is Emilio Monaco, Cfp®? Overview

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Quick answer

Emilio Monaco, Cfp® is listed as Onboarding Leader at Fidelity Investments, a with 52767 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Emilio Monaco, Cfp®.

Emilio Monaco, Cfp® previously worked as Team Leader, Investment Solutions at Fidelity Investments and Assistant Branch Manager at Fidelity Investments. Emilio Monaco, Cfp® holds Bachelor'S Degree, Finance And Management Information Systems from Montclair State University.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Emilio Monaco, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Emilio Monaco, Cfp®

Registered Securities RepresentativeGeneral Securities Sales SupervisorRegistered Investment Advisor RepresentativeNJ Insurance: Life and HealthBeing at Fidelity since 2003 I’ve seen our organization grow in many ways. Having worked at the firm for over 20 years, I feel I have a unique perspective on what it takes to build a great career at Fidelity. As Assistant Branch Manager, I encourage all employees to take exceptional care of our customers and bring their best every day.

Listed skills include Series 7, Series 63, and Series 65.

Current workplace

Emilio Monaco, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Onboarding Leader
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
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5 roles

Emilio Monaco, Cfp® work experience

A career timeline built from the work history available for this profile.

Onboarding Leader

Current
Fidelity Investments

New Jersey, United States

I partner with Onboarding Team Leaders across the country to provide a great experience to our future advisors.

Feb 2023 - Present

Team Leader, Investment Solutions

Fidelity Investments

New York City Metropolitan Area

Jun 2021 - Feb 2023

Assistant Branch Manager

Fidelity Investments

New Jersey

As Assistant Branch Manager, I am the general manger for the branch, creating and leading strategies to develop the branch and the market. My leadership and decisions have significant impact on branch effectiveness, market growth and profitability.Primary Responsibilities:- Overall accountability for meeting branch budgets, overall P&L, and direct management of recruitment, relocation, local market development and Private Client budgets.- Performance management, coaching and… Show more As Assistant Branch Manager, I am the general manger for the branch, creating and leading strategies to develop the branch and the market. My leadership and decisions have significant impact on branch effectiveness, market growth and profitability.Primary Responsibilities:- Overall accountability for meeting branch budgets, overall P&L, and direct management of recruitment, relocation, local market development and Private Client budgets.- Performance management, coaching and development of sales related branch staff.- Manage cross-company partnerships and alliances designed to acquire and drive business opportunities.- Develop and maintain business partner relationships and participate in corporate leadership activities translating and communicating information and strategy for branch staff.- Responsible for the quality of the sales related customer experience. Overall accountability for branch NPS scores.- Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. - Hire, coach and develop sales staff of branch. Responsible for on-boarding, training and cultural integration of new sales associates.- Participate in initiatives supporting "One Fidelity" and/or PI strategy representing the branch perspective. - Manage corporate relationships through the regional consultant; build business partnerships across Fidelity while focusing on the local market.- Oversee the management of the physical space both internally and externally. Show less

Aug 2015 - Jun 2021
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

MH Makayla Hannah Makayla Hannah Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View → KM Kevin Maher Kevin Maher Colleague at Fidelity InvestmentsDallas, Texas, United States View → JS Jamie Smith Jamie Smith Colleague at Fidelity InvestmentsIndependence, Kentucky, United States View → KS Krishan S. Krishan S. Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → AB Aisha Bridges Aisha Bridges Colleague at Fidelity InvestmentsLewisville, Texas, United States View → EB Emily Barry Emily Barry Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → EK Evan Kramer Evan Kramer Colleague at Fidelity InvestmentsSan Francisco, California, United States View → EB Eric Brezina, Cfa Eric Brezina, Cfa Colleague at Fidelity InvestmentsDowners Grove, Illinois, United States View → MP Megan Porcella Megan Porcella Colleague at Fidelity InvestmentsJacksonville, Florida, United States View → CB Cass Brannen Cass Brannen Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View →
2 education records

Emilio Monaco, Cfp® education

FAQ

Frequently asked questions about Emilio Monaco, Cfp®

Quick answers generated from the profile data available on this page.

What company does Emilio Monaco, Cfp® work for?

Emilio Monaco, Cfp® works for Fidelity Investments.

What is Emilio Monaco, Cfp®'s role at Fidelity Investments?

Emilio Monaco, Cfp® is listed as Onboarding Leader at Fidelity Investments.

What is Emilio Monaco, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Emilio Monaco, Cfp® at Fidelity Investments.

Where is Emilio Monaco, Cfp® based?

Emilio Monaco, Cfp® is based in New York City Metropolitan Area, United States while working with Fidelity Investments.

What companies has Emilio Monaco, Cfp® worked for?

Emilio Monaco, Cfp® has worked for Fidelity Investments.

Who are Emilio Monaco, Cfp®'s colleagues at Fidelity Investments?

Emilio Monaco, Cfp®'s colleagues at Fidelity Investments include Makayla Hannah, Kevin Maher, Jamie Smith, Krishan S., and Aisha Bridges.

How can I contact Emilio Monaco, Cfp®?

You can use AeroLeads to view verified contact signals for Emilio Monaco, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Emilio Monaco, Cfp® attend?

Emilio Monaco, Cfp® holds Bachelor'S Degree, Finance And Management Information Systems from Montclair State University.

What skills is Emilio Monaco, Cfp® known for?

Emilio Monaco, Cfp® is listed with skills including Series 7, Series 63, and Series 65.

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