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Marty Sartin, Cfp®, Msfs is listed as Director of Annuity Products, Fidelity Investments at Fidelity Investments, a company 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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A career timeline built from the work history available for this profile.
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.
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.
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.
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Jim Neidenbach
Colleague at Fidelity Investments
Independence, Kentucky, United States, United States
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Katie Ahern
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
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Barker Anthony
Colleague at Fidelity Investments
Independence, Kentucky, United States, United States
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Zachary Williams
Colleague at Fidelity Investments
Plano, Texas, United States, United States
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Katelyn Breen
Colleague at Fidelity Investments
Providence, Rhode Island, United States, United States
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Cheryl Macmillan
Colleague at Fidelity Investments
Greater Boston, United States
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KM
Kaushik Maddipatti
Colleague at Fidelity Investments
Cary, North Carolina, United States, United States
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Preeta Pillai
Colleague at Fidelity Investments
Round Rock, Texas, United States, United States
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AN
Alexander Niedzwiadek
Colleague at Fidelity Investments
Greater Boston, United States
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YK
Yefim Kogan
Colleague at Fidelity Investments
Boston, Massachusetts, United States, 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 Jim Neidenbach, Katie Ahern, Barker Anthony, Zachary Williams, and Katelyn Breen.
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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