Sr Director - Advisor Client Services
CurrentLead a team that provides operational support and relationship management to RIAs on Fidelity's custody platform.
Nov 2021 - Present
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Ryan Kirk Email & Phone Number
Sr Director - Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr Director - Fidelity Investments
Location
Grapevine, Texas, United States
Company size
Who is Ryan Kirk? Overview
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Quick answer
Ryan Kirk is listed as Sr Director - Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Grapevine, Texas, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Ryan Kirk.
Ryan Kirk previously worked as Sr Director - Advisor Client Services at Fidelity Investments and Client Service Manager III at Fidelity Investments. Ryan Kirk holds Bs, Finance, General from University Of Nebraska At Omaha.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Ryan Kirk. Compare company email patterns before reaching out.
Profile bio
About Ryan Kirk
15 years of financial service experience10 years of leadership experience7 years of workflow and process improvement experience4 years of project management experience Specialties: Leadership; workflow; Project management; Process improvement; Strategic planning; Product development; RPA consulting; Data analyst; Hiring; Business continuity
Listed skills include Financial Services, Finra, Series 7, Series 63, and 18 others.
Current workplace
Ryan Kirk's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
12 roles
Ryan Kirk work experience
A career timeline built from the work history available for this profile.
Client Service Manager Iii
Jan 2021 - Oct 2021
Senior Manager
• Managed a team of 10 service professionals assisting advisors with 100mm to 1bn in AUM• Assisted in the creating of the new estates team workflow and redesign• Lead the eort on creating contingency work from home phone and computer setup• Spearheaded the eort to utilize Alerts in contacting advisors for NIGO service requests• Simultaneously managed teams in both Phoenix and Westlake supporting SoCal Advisors• Helped to design and implement the new Work Force Solution team• Implemented the new Institutional Group Service Model
Nov 2018 - Jan 2021
Brokerage Operations Sr. Manager
Nov 2015 - Nov 2018
Manager - Distribution Services
Manage a team of 12-15 Transfer of Asset Associates
May 2014 - Nov 2015
Manager - High Net Worth Cost Basis
Manage a hybrid team of 12-24 Cost Basis and Tax phone/processing representatives that service our High Net worth clients.
Dec 2012 - May 2014
Team Lead - High Net Worth
Feb 2012 - Dec 2012
Senior Financial Specialist
Feb 2011 - Feb 2012
Premium Service Representative
May 2010 - Feb 2011
Registered Representative
Sep 2009 - May 2010
Operations Representative
Worked as a middle office liaison between the clearing firm and the advisors.
Oct 2008 - Sep 2009
Mar 2008 - Sep 2008
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
TN
Timothy Neal
Colleague at Fidelity InvestmentsMassachusetts, United States
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TM
Tim Martin
Colleague at Fidelity InvestmentsUnited States
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NE
Nick Eisinger
Colleague at Fidelity InvestmentsGreater Guildford Area, United Kingdom
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JK
Joanna Kruse
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States
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N"
Nicholas "Nico" Echevarria
Colleague at Fidelity InvestmentsNorristown, Pennsylvania, United States
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FM
Frank Margiotta
Colleague at Fidelity InvestmentsCongers, New York, United States
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MS
Marcus Shiotani
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
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JM
James Marsee
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
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KT
Krystal Tung
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
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MH
Mee Her
Colleague at Fidelity InvestmentsGreater Boston, United States
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Timothy Neal
Colleague at Fidelity InvestmentsMassachusetts, United States
View →
TM
Tim Martin
Colleague at Fidelity InvestmentsUnited States
View →
NE
Nick Eisinger
Colleague at Fidelity InvestmentsGreater Guildford Area, United Kingdom
View →
JK
Joanna Kruse
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States
View →
N"
Nicholas "Nico" Echevarria
Colleague at Fidelity InvestmentsNorristown, Pennsylvania, United States
View →
FM
Frank Margiotta
Colleague at Fidelity InvestmentsCongers, New York, United States
View →
MS
Marcus Shiotani
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
View →
JM
James Marsee
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
View →
KT
Krystal Tung
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
View →
MH
Mee Her
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
1 education record
Ryan Kirk education
FAQ
Frequently asked questions about Ryan Kirk
Quick answers generated from the profile data available on this page.
What company does Ryan Kirk work for?
Ryan Kirk works for Fidelity Investments.
What is Ryan Kirk's role at Fidelity Investments?
Ryan Kirk is listed as Sr Director - Fidelity Investments at Fidelity Investments.
What is Ryan Kirk's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Ryan Kirk at Fidelity Investments.
Where is Ryan Kirk based?
Ryan Kirk is based in Grapevine, Texas, United States while working with Fidelity Investments.
What companies has Ryan Kirk worked for?
Ryan Kirk has worked for Fidelity Investments, Charles Schwab, First Hawaiian Bank, and Td Ameritrade.
Who are Ryan Kirk's colleagues at Fidelity Investments?
Ryan Kirk's colleagues at Fidelity Investments include Timothy Neal, Tim Martin, Nick Eisinger, Joanna Kruse, and Nicholas "Nico" Echevarria.
How can I contact Ryan Kirk?
You can use AeroLeads to view verified contact signals for Ryan Kirk at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Ryan Kirk attend?
Ryan Kirk holds Bs, Finance, General from University Of Nebraska At Omaha.
What skills is Ryan Kirk known for?
Ryan Kirk is listed with skills including Financial Services, Finra, Series 7, Series 63, Equities, Securities, Investments, and Customer Service.
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