Peter Pickard Email & Phone Number

- Worked within Fidelity Investment's Private Wealth Management group to help deliver a gold standard of client service and experience; worked collaboratively to come up with more efficient outreach strategies for engagement and relationship building within PWM- Analyzed data in order to create reports to improve Client-Associate relationships within Private Wealth Management- Helped associates create a succinct integrated planning and investment story that was delivered across Fidelity's largest organization (Personal Investing) -Executed on a variety of business related tasks to continue Fidelity's vast presence within the financial services realm- Created multiple non-profit fundraisers in order to raise money for Breast Cancer Awareness raising over 100,000 dollars toward research for the Dana-Farber Cancer Institute.