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Mark Frey is listed as Education Consultant /Client Engagement & Account Development Professional | Experienced in Equity Markets/ Investor Relations/ Financial Services | Dad and Aspiring Guitarist | Series 7/Series 63/Series 66/SIE at Fidelity Investments, a company with 52767 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Mark Frey.
Mark Frey previously worked as Education Consultant at Fidelity Investments and Investment Solutions Representative II at Fidelity Investments. Mark Frey holds Bachelor Of Arts - Ba from Rutgers University.
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AeroLeads found 1 current-domain work email signal for Mark Frey. Compare company email patterns before reaching out.
As a creative and collaborative financial professional, I help organizations succeed by applying a broad range of client relationship management, account management and capital markets skills developed in the financial services and equity capital markets fields.My significant strengths include:--finding, building, and strengthening long-term client relationships...then developing and maintaining close, positive relationships through proactive communication, situational analysis, and information sharing. --understanding and communicating forces that affect and drive the equity/capital markets.--communicating and delivering a clear value proposition.--experience in developing and maintaining internal corporate/cross-functional relationships --the ability to translate intangible financial market information into "plain English"In my spare time, my interests include being a Dad, working on my guitar skills (a never-ending battle), studying history, watching the ever-changing political landscape, and watching urban exploration and paranormal videos.
Listed skills include Key Client Relationships, Account Management, New Business Generation, Business Development, and 21 others.
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A career timeline built from the work history available for this profile.
New York City Metropolitan Area
—Provide investment education to the participants of Fidelity’s Plan Sponsors, delivering both general and targeted workshops, along with some custom one-on-one consultations. —Strive to ensure that participants are prepared to make better decisions regarding their financial retirement readiness. —Provide onsite education and support for workplace.
Expanded role to include discussions, positioning and trading of fixed income products.
New Jersey, United States
—Provide investment direction using guidance tools to match needs with suitable guidance solutions such as products, research or services.—Develop and position mutual funds, fixed income products and discretionary money management services.—Host conversations about domestic and foreign financial markets, market trends, economic indicators, investment.
New York City Metropolitan Area
Client facing professional assisting clients with financial transactions and inquiries related to retirement and benefit plans.
Holmdel, NJ
Quota carrying role. Researched and identified sales development potential at targeted prospects, uncovered business initiatives and pain points, identified talent acquisition technology, analyzed opportunities and encouraged product adoption. Discovered and created sales opportunities (9-12-month timeline) and drove prospect engagements leading to closed.
Brick, New Jersey
Consulted with business owners, presented advisory services and conducted assessments with the goal of helping increase client revenues, develop objectives, learn to set metrics and achieve goals resulting in business growth.
Greater New York City Area
Sales: Contributed directly over $3.15M in recurring revenue to NYSE bottom line Researched, built relationships with and persuaded C-level executives to transfer from competing exchanges to the NYSE. Managed full-life sales cycle including prospecting, consultation, negotiation, benefits, qualification, presentations, regulatory compliance review and.
New York, New York, United States
Supported New York region Director in managing and strengthening client relationships. This included managing timely alert communications, acting as point of contact for listed companies, managing events and researching client inquiries about trading, market activity and NYSE policies.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Craig Hogan
Colleague at Fidelity InvestmentsGreater Boston, United States
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Magesh Varadharajan
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States
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Jenna Dolciotto
Colleague at Fidelity InvestmentsGreater Boston, United States
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Robin Cook
Colleague at Fidelity InvestmentsLos Angeles, California, United States, United States
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Vinayak Raj Urs
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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Cody Brookes
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States, United States
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Tim Tessier
Colleague at Fidelity InvestmentsSalem, New Hampshire, United States, United States
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Timmanna Channal
Colleague at Fidelity InvestmentsThe Colony, Texas, United States, United States
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Mike Teed
Colleague at Fidelity InvestmentsRoanoke, Texas, United States, United States
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Schuyler Laird
Colleague at Fidelity InvestmentsGreater Boston, United States
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Quick answers generated from the profile data available on this page.
Mark Frey works for Fidelity Investments.
Mark Frey is listed as Education Consultant /Client Engagement & Account Development Professional | Experienced in Equity Markets/ Investor Relations/ Financial Services | Dad and Aspiring Guitarist | Series 7/Series 63/Series 66/SIE at Fidelity Investments.
AeroLeads has found 1 work email signal at @fmr.com for Mark Frey at Fidelity Investments.
Mark Frey is based in New York City Metropolitan Area, United States, United States while working with Fidelity Investments.
Mark Frey has worked for Fidelity Investments, Bank Of America Merrill Lynch, Icims, Navigator Business Advisors, and Nyse.
Mark Frey's colleagues at Fidelity Investments include Craig Hogan, Magesh Varadharajan, Jenna Dolciotto, Robin Cook, and Vinayak Raj Urs.
You can use AeroLeads to view verified contact signals for Mark Frey at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Mark Frey holds Bachelor Of Arts - Ba from Rutgers University.
Mark Frey is listed with skills including Key Client Relationships, Account Management, New Business Generation, Business Development, Financial Markets, Strategy, Client Services, and Customer Retention.
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