Mark Comiskey Email & Phone Number

Manage the Client Experience Group supporting Fidelity Institutional and Personal Investments business lines. Role includes management of Operations and Systems for trust accounting, tax compliance, reporting, and record-keeping functions in support of Fidelity's personal trust business across all channels including Retail, Registered Investment Advisor, and Correspondent Broker Dealers. Past responsibilies included management of back office and middle office support of Portfolio Advisory Services, Fidelity Investments' managed money solution for investors.Responsible for strategic planning, trust system interfaces, regulatory compliance, client and business line reporting, system development, staffing, and budgeting. Serve on the on Risk, New Business, Fee and Acceptance, Trust Review, Discretionary, and other committees for Fidelity's personal trust companies.

Managed the Personal, Fiduciary and Estate tax preparation groups at Ropes & Gray. Ropes & Gray is a Boston law firm with a full service Trust practice (Estate and Income tax planning, Investment Management, Fiduciary and Estate administration, and Tax Compliance).

Managed fiduciary tax staff in support of high net worth target group (top 10% of wealth clients) for Personal, Fiduciary and Compliance matters. Worked with Private Banking and Trust Administration on income and estate planning and sales presentations to current and prospective clients. Provided strategic and tactical direction, including budgeting, for all groups within the tax department and its internal and external business partners.