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Thomas Clifford Cfa, Cima Email & Phone Number

Investment Relationship Manager | Distributing Mutual Funds, ETFs, Alternatives, & SMAs to Leading U.S. Institutions @ Fidelity Investments | CIMA, CFA Charterholder at Fidelity Investments
Location: Greater Boston, United States 6 work roles 1 school
1 work email found @fmr.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@fmr.com
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Current company
Fidelity Investments
Role
Investment Relationship Manager | Distributing Mutual Funds, ETFs, Alternatives, & SMAs to Leading U.S. Institutions @ Fidelity Investments | CIMA, CFA Charterholder
Location
Greater Boston, United States
Company size
10 employees

Who is Thomas Clifford Cfa, Cima? Overview

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Quick answer

Thomas Clifford Cfa, Cima is listed as Investment Relationship Manager | Distributing Mutual Funds, ETFs, Alternatives, & SMAs to Leading U.S. Institutions @ Fidelity Investments | CIMA, CFA Charterholder at Fidelity Investments, a with 10 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Thomas Clifford Cfa, Cima.

Thomas Clifford Cfa, Cima previously worked as VP - Relationship Manager at Fidelity Investments and Regional Director - Bank Trust at Fidelity Investments. Thomas Clifford Cfa, Cima holds Bs, Finance from Bentley University.

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Email format at Fidelity Investments

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*@fmr.com
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AeroLeads found 1 current-domain work email signal for Thomas Clifford Cfa, Cima. Compare company email patterns before reaching out.

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Profile bio

About Thomas Clifford Cfa, Cima

I represent Fidelity's asset management capabilities to financial institutions around the United States.************Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.Fidelity Investments Institutional Services Company, Inc.Please go to the following page for additional legal information:http://go.fidelity.com/legal846638.31.0

Current workplace

Thomas Clifford Cfa, Cima's current company

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Fidelity Investments
Fidelity Investments
Investment Relationship Manager | Distributing Mutual Funds, ETFs, Alternatives, & SMAs to Leading U.S. Institutions @ Fidelity Investments | CIMA, CFA Charterholder
Website
fidelity.com
Employees
10
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Company profile
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6 roles

Thomas Clifford Cfa, Cima work experience

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

Vice President - Bank Trust

Fidelity Investments

Boston, Ma, Us

investment specialist to Private and Institutional Trust banks. Representing mutual funds, ETFs and 401(k) record keeping.

Dec 2012 - Jan 2017

Senior Regional Investment Consultant - Bank Trust

Fidelity Investments

Boston, Ma, Us

Investment relationship manager to Private and Institutional Trust banks. Representing mutual funds and 401(k) record keeping

Nov 2009 - Dec 2012

Inside Sales Representative

Fidelity Investments

Boston, Ma, Us

Worked on an inbound phone sales team specializing in investment management and 401(k) platform sales.

Sep 2008 - Nov 2009
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

EP Emily Pfeil Emily Pfeil Colleague at Fidelity InvestmentsUnited States View → GK Gautam Kumar Gautam Kumar Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → RP Robert Pippin Robert Pippin Colleague at Fidelity InvestmentsTonbridge, England, United Kingdom View → JK John Kearney John Kearney Colleague at Fidelity InvestmentsClearwater, Florida, United States View → MC Maggie Cicerello Maggie Cicerello Colleague at Fidelity InvestmentsNew York, United States View → RM Ryan Monahan Ryan Monahan Colleague at Fidelity InvestmentsReading, Massachusetts, United States View → BO Bill O'Brien, Cfp®, Cpwa® Bill O'Brien, Cfp®, Cpwa® Colleague at Fidelity InvestmentsKaty, Texas, United States View → AB Anmisha Bandi Anmisha Bandi Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → MS Madison Severy Madison Severy Colleague at Fidelity InvestmentsBow, New Hampshire, United States View → LV Logeshwaran Vidhyasagar Logeshwaran Vidhyasagar Colleague at Fidelity InvestmentsTiruchirappalli, Tamil Nadu, India View →
1 education record

Thomas Clifford Cfa, Cima education

  • Bentley University
    Bentley University
    Finance
FAQ

Frequently asked questions about Thomas Clifford Cfa, Cima

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

What company does Thomas Clifford Cfa, Cima work for?

Thomas Clifford Cfa, Cima works for Fidelity Investments.

What is Thomas Clifford Cfa, Cima's role at Fidelity Investments?

Thomas Clifford Cfa, Cima is listed as Investment Relationship Manager | Distributing Mutual Funds, ETFs, Alternatives, & SMAs to Leading U.S. Institutions @ Fidelity Investments | CIMA, CFA Charterholder at Fidelity Investments.

What is Thomas Clifford Cfa, Cima's email address?

AeroLeads has found 1 work email signal at @fmr.com for Thomas Clifford Cfa, Cima at Fidelity Investments.

Where is Thomas Clifford Cfa, Cima based?

Thomas Clifford Cfa, Cima is based in Greater Boston, United States while working with Fidelity Investments.

What companies has Thomas Clifford Cfa, Cima worked for?

Thomas Clifford Cfa, Cima has worked for Fidelity Investments and Northwestern Mutual.

Who are Thomas Clifford Cfa, Cima's colleagues at Fidelity Investments?

Thomas Clifford Cfa, Cima's colleagues at Fidelity Investments include Emily Pfeil, Gautam Kumar, Robert Pippin, John Kearney, and Maggie Cicerello.

How can I contact Thomas Clifford Cfa, Cima?

You can use AeroLeads to view verified contact signals for Thomas Clifford Cfa, Cima at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Thomas Clifford Cfa, Cima attend?

Thomas Clifford Cfa, Cima holds Bs, Finance from Bentley University.

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