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Marty Sartin, Cfp®, Msfs is listed as Director of Annuity Products, Fidelity Investments at Fidelity Investments, a with 10 employees, based in Nottingham, New Hampshire, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Marty Sartin, Cfp®, Msfs.
Marty Sartin, Cfp®, Msfs previously worked as Director of Annuity Products at Fidelity Investments and Investment Solutions Consultant, FILI at Fidelity Investments. Marty Sartin, Cfp®, Msfs holds Masters Of Science In Financial Services, Financial Planning And Services from The American College Of Financial Services.
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AeroLeads found 1 current-domain work email signal for Marty Sartin, Cfp®, Msfs. Compare company email patterns before reaching out.
I am the Product Manager for Fidelity's Annuity Solutions. I Collaborate with Actuary, Sales, Client Communications, Operations and Training to Define and Deliver High Value Financial Solutions. An Experienced Finance Professional with a CERTIFIED FINANCIAL PLANNER™ from Boston University and Master of Science in Financial Services from The American College of Financial Services.
Listed skills include Retirement Planning, Fixed Annuities, High Net Worth Individuals, Estate Planning, and 20 others.
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Boston, Ma, Us
I am the Product Manager for Fidelity's Variable Annuity Products. I Collaborate with Actuary, Sales, Client Communications, Operations and Training to Define and Deliver High Value Financial Solutions.
Boston, Ma, Us
The Investment Planning Consultant plays an integral role in helping Financial Consultants, VP - Financial Consultants and Investment Representatives develop, strengthen and retain client relationships, and supports retirement planning (accumulation, income and wealth transfer planning) with FILI solutions/strategies. To do so appropriately, the FILI PC must have full competency in all Fidelity Investments' products and services, a complete understanding of the Planning and Guidance Tools, and a working knowledge of Consultative Selling Skills (CSS). Primary Responsibilities: * Partner with Branch/Team Manager(s) and Regional Planning/Guidance Consultant(s) (RPC/GC) in support of developing and executing a plan to achieve FILI sales goals * Partner with FILI Regional Vice President(s) to ensure consistency of strategy and approach in achieving the FILI goal in assigned for assigned branches/teams* Support other FILI PC's on the team as needed, assisting their clients and business partners with the same level of professionalism that they would apply in their own markets/sites* Develop high level of trust and credibility with all Branch and Phone business partners through outstanding interactions, superior responsiveness and unfailing follow throughBusiness Development* Assist SAE/AE/PAS AE with the development of potential business opportunities within the representative's Book of Business, and partner on appropriate next steps to pursue and develop new business opportunities* Pre-appointment planning & joint appointments* 1:1's with Reps, RPC/GC(s) and Branch/Team Manager(s)
Boston, Ma, Us
As an RIA Relationship Manager I worked with Registered Investment Advisors to help them understand where the Fidelity annuity and insurance platform can fit into their practice. With the Fidelity non-commission platform an RIA can leverage our expertise while bringing their clients value. I help RIAs analyze cases and coordinate case design.
Boston, Ma, Us
Consulted clients directly about how an annuity may fit into their situation. This would involve analyzing for suitability and needs and comparing to other options the client was considering (with Fidelity or with other providers). This would involve profiling the client to get an understanding of the clients income and estate plans as well as their accumulation goals.
Boston, Ma, Us
Proactively worked with High Net Worth Customers on Defined Contribution plan options after separation of employment. By using a consultative approach to identify and assess the distribution, product and retirement planning needs. Specialized in areas such as Net Unrealized Appreciation, Rule of 55 Considerations, 72t Distributions, Rollovers, Wealth Management Positioning and Retirement Planning.
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Krystal Tung
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
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Dinesh Vishwakarma
Colleague at Fidelity InvestmentsApex, North Carolina, United States
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Nicholas Whalen, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Jay Mousseau
Colleague at Fidelity InvestmentsMilford, Massachusetts, United States
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Catherine Parent-Dufault, Mba
Colleague at Fidelity InvestmentsLaval, Quebec, Canada
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Deb Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Nicole Hawkins
Colleague at Fidelity InvestmentsClayton, North Carolina, United States
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Ryan Creen
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Katie Gregg
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
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Paige Gray
Colleague at Fidelity InvestmentsHaslet, Texas, United States
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Quick answers generated from the profile data available on this page.
Marty Sartin, Cfp®, Msfs works for Fidelity Investments.
Marty Sartin, Cfp®, Msfs is listed as Director of Annuity Products, Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Marty Sartin, Cfp®, Msfs at Fidelity Investments.
Marty Sartin, Cfp®, Msfs is based in Nottingham, New Hampshire, United States while working with Fidelity Investments.
Marty Sartin, Cfp®, Msfs has worked for Fidelity Investments, Portland Natural Gas Transmission, and Txu.
Marty Sartin, Cfp®, Msfs's colleagues at Fidelity Investments include Krystal Tung, Dinesh Vishwakarma, Nicholas Whalen, Cfa, Jay Mousseau, and Catherine Parent-Dufault, Mba.
You can use AeroLeads to view verified contact signals for Marty Sartin, Cfp®, Msfs at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Marty Sartin, Cfp®, Msfs holds Masters Of Science In Financial Services, Financial Planning And Services from The American College Of Financial Services.
Marty Sartin, Cfp®, Msfs is listed with skills including Retirement Planning, Fixed Annuities, High Net Worth Individuals, Estate Planning, Annuities, Retirement Income Strategies, Investment Strategies, and Strategic Financial Planning.
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