Ryan Albin, Cfp®, Chfc® Email & Phone Number

Boston, Ma, Us

As a Vice President Financial Consultant at Fidelity Investments I lead a wealth management team to support Fidelity's highest net worth clients. The team of professionals includes a Portfolio Specialist, Estate Planner, Planning Consultant, Relationship Manager and Central Relationship Manager. My goal is to provide the highest level of service while helping my clients achieve their definition of financial success and freedom.

Boston, Ma, Us

As a Financial Consultant at Fidelity Investments, I worked with individuals, families and business owners in a 1:1 relationship to help them achieve their financial goals.

Boston, Ma, Us

As an Investment Consultant, I worked alongside investors to help them leverage the tools and resources available at Fidelity. My goal was to help clients invest more effectively to meet their financial needs while making sure they stayed within their appropriate risk tolerances.

Boston, Ma, Us

As a Relationship Manager, I worked alongside Financial Consultants and their dedicated books of high net worth clients. I was responsible for identifying new areas of opportunity to retain & grow Fidelity assets while deepening relationships with clients.

Boston, Ma, Us

As a fully licensed financial professional, I helped clients in the Silicon Valley work towards their financial goals. My priority was to help clients leverage the tools and resources available at Fidelity to help make them better investors​.

St. Louis, Mo, Us

New York, New York, Us

I helped the visiting NHL teams when they came to San Jose on game days. I worked directly with the players, coaches and staff to ensure the game went smoothly and they had everything they needed to succeed on the ice.

As a Business Development Intern, I generated sales leads to help Coverity grow its business. I also worked with the sales team to increase the business done with Coverity's strategic accounts which included Amazon.com, Microsoft, Broadcom and Google. In addition to working with the sales team, I prepared weekly reports to the CMO.Coverity is the leader in software development testing with more than 1100 customers worldwide.

Bachelor Of Science (B.S.), Finance, Economics And German

German Studies

High School