Mark Frey

Mark Frey Email and Phone Number

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 @ Fidelity Investments
boston, massachusetts, united states
Mark Frey's Location
New York City Metropolitan Area, United States
Mark Frey's Contact Details

Mark Frey personal email

n/a
About Mark Frey

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.

Mark Frey's Current Company Details
Fidelity Investments

Fidelity Investments

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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
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Mark Frey Work Experience Details
  • Fidelity Investments
    Education Consultant
    Fidelity Investments Jun 2023 - Present
    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 participants.—Build awareness around retirement readiness and influence customers to take action to improve their personal retirement situation. —Drive value by growing cash flow through increasing deferrals, and driving crossover customers that builds Personal & Workplace Investment flows.
  • Fidelity Investments
    Investment Solutions Representative Ii
    Fidelity Investments Jan 2023 - Jun 2023
    Expanded role to include discussions, positioning and trading of fixed income products.
  • Fidelity Investments
    Investment Solutions Representative I
    Fidelity Investments Nov 2021 - Jan 2023
    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 concepts and strategies, and the universe of financial products in the investment/consumer financial industry.
  • Bank Of America Merrill Lynch
    Financial Benefits-Financial Services Representative
    Bank Of America Merrill Lynch Feb 2021 - Nov 2021
    New York City Metropolitan Area
    Client facing professional assisting clients with financial transactions and inquiries related to retirement and benefit plans.
  • Icims
    Account Development Executive Iv, Strategic (B2B)
    Icims May 2018 - Apr 2020
    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 sales.Secured new sales opportunities for pipeline with major logos .
  • Navigator Business Advisors
    Consultant | Business Coach
    Navigator Business Advisors 2016 - 2019
    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.
  • Nyse
    Director, Global Listings (Various Geographic Regions)
    Nyse 2001 - 2015
    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 corporate governance.Account growth: Managed and increased ~$28.3M recurring revenue stream by 11% over 6 years by increasing client engagement and improving client relationships. Expanded the client roster. by winning additional securities listings of corporate spin-offs.Client retention: Managed client relationships and conducted annual business reviews to monitor client satisfaction. Strategically managed and nurtured C-level relationships and utilized conflict resolution skills to strengthen and improve client relationships and retain accounts. Achieved consistent +95% renewal rate in a highly competitive, price-sensitive environment.
  • Nyse
    Account Manager New York Region
    Nyse 1998 - 2001
    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.

Mark Frey Skills

Key Client Relationships Account Management New Business Generation Business Development Financial Markets Strategy Client Services Customer Retention Sales Us Equities Business Strategy Leadership Business Coaching Customer Service Business Sales Presentations Advising People Major Account Development Business Planning Mentor Entrepreneurship Coaching Public Speaking Communication B2b Marketing

Mark Frey Education Details

Frequently Asked Questions about Mark Frey

What company does Mark Frey work for?

Mark Frey works for Fidelity Investments

What is Mark Frey's role at the current company?

Mark Frey's current role is 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.

What is Mark Frey's email address?

Mark Frey's email address is ma****@****ims.com

What schools did Mark Frey attend?

Mark Frey attended Rutgers University, Monmouth University.

What skills is Mark Frey known for?

Mark Frey has skills like Key Client Relationships, Account Management, New Business Generation, Business Development, Financial Markets, Strategy, Client Services, Customer Retention, Sales, Us Equities, Business Strategy, Leadership.

Who are Mark Frey's colleagues?

Mark Frey's colleagues are Ananth Raman Yoga, Aniket Sinkar, Jonah Mcdermott, Jonathan Kobler, Kyla English, Logeshwaran Vidhyasagar, Yeabsra (Yeab) Hailu.

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