Shelley Herold Email and Phone Number
Shelley Herold work email
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Shelley Herold personal email
35 years investment / finance professional Equity Capital Markets and currently, Personal Investing Fidelity Investments.Equity Capital Markets – consistent top performer, leveraging 3 decades of institutional equity / leadership experience, identifying and presenting opportunities to increase portfolio alpha and mitigate risk, in full cycle market environments to Chief Investment Officers, Directors of Research, Portfolio Managers, and Analysts.Recognized for strong long-term client relationships across multi-platforms and products, comprehensive understanding of market & business cycles, complex problem solving, working cross-division to represent numerous investment platforms and drive mandates in-line with firm’s overall strategy.Client-centric approach with the ability to succinctly explain and discuss sophisticated investment strategies, simplify challenges, understand client needs, effectively service large intricate mandates, and deliver real-time data and information to foster knowledgeable decision making.Personal Investing – dedicated advisor putting you the client first! Help clients navigate the financial skies, strive toward achieving each client's financial, investment, and retirement goals.----------------------------------------------------------------------------------------------------------------------Additional expertise involves:Asset AllocationCollaborative / Cross-SellingCross-Division CollaborationEquity Investments / Research & SyndicateMarketing / Sales - Strategy Development & ExecutionNew / Existing Client Relationship Development & ManagementProduct PresentationsRevenue GenerationRisk ManagementStrategic / Quantitative / Financial & Competitive AnalysisSimplifying/Communicating - Investment Strategies / Processes & PerformanceMutual Funds * Hedge Funds * Global Asset ManagersInvestment Advisors * State Pension Plans * Bank TrustsAdobe * Bloomberg * StreetSight * Salesforce
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Advisor / Financial ConsultantFidelity Investments Nov 2022 - PresentDenver Metropolitan AreaBest of the West Advisors 2024
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Planning ConsultantFidelity Investments Jan 2022 - Nov 2022Denver, Colorado, United States
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Investment ConsultantFidelity Investments Feb 2021 - Jan 2022Denver, Colorado, United States
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Crm, Pi, Denver RegionalFidelity Investments Nov 2019 - Feb 2021Denver, CoExceeded Metrics, Top Producer, 2x EIA Winner, Interview Panel
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Senior Institutional Equity Capital MarketsNoble Capital Markets Aug 2017 - Nov 2019DenverProvided high value-added equity investment ideas and solutions to CIOs, DORs, PMs and Analysts at large global mutual funds, IA's, hedge funds, pension funds, and bank trust departments in the western region of the U.S. for this domestic investment bank. Onboarded 6 new prominent asset managers in less than a year. Transacted size stock positions with new and existing clients. Led numerous multi-city NDRs resulting in new shareholders and positive impact on respective stocks. Stock Selection Committee. Worked directly with C-Suites of public and private companies for Capital Markets SP. -
Senior Institutional Capital MarketsCirrus Research Aug 2016 - Aug 2017Denver/NycProvided innovative high value-added equity investment solutions, via data-driven research and personalized client servicing to CIOs, Strategists, PMs, and Analysts at worldwide mutual funds, hedge funds, IA's, pension funds, and bank trust departments in the western region of the U.S., resulting in...12.5% expansion in account base in less than 1 yearOnboarded prominent global mutual fund and final closing stages 3 global asset managers
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Senior Institutional Equity Capital Markets & Private EquityFirst Analysis Dec 2007 - Aug 2016Denver/ChicagoFor 9 years, I served as member of a two-person sales team covering the western region of the U.S. to cultivate new clients, service existing accounts, expand company brand, drive productivity, and increase revenue.Top revenue grossing team for 9 consecutive years -
Senior Vp, Officer, Manager / Institutional Equity Capital MarketsA.G. Edwards & Sons, Inc. (Acquired By Wachovia In 2007, Wells Fargo In 2008) Jul 1999 - Dec 2007Denver/St. LouisAs Senior Vice President, Officer, and Manager for Institutional Equity Sales, I led the sales team in developing and retaining effective client relationships with decision makers and across business lines, enhancing their product knowledge, highlighting opportunities and simplifying complexities to drive revenue.Elevated year-over-year production a cumulative 150% over tenureExecuted firm’s largest trade with global mutual fund ($200+ billion AUM), a catalyst for firm receiving highest broker vote ranking from clientGenerated firm’s largest gross production and largest listed trading unit locallyPivotal to Western Regional Office achieving its peak level of profitability4X Chairman’s Club Award recipient (2000 – 2003) 3X President’s Club Award recipient (2004 – 2006)Western Region Top 20 Producer (2002) Top 25 Producer (2000)
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Vp & Manager / National Institutional Equity Capital MarketsMerrill Lynch Jan 1994 - Jul 1999Denver/San Francisco/Nyc2X Recipient - Chairman's Club3X Recipient - President's Club125% production increase over tenure -
Sa Institutional Equity Capital MarketsMerrill Lynch Oct 1990 - Jan 1994Denver/San Francisco/Nyc
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Sa Institutional Equity Capital Markets & RetailBoettcher & Co (Acquired By Kemper Securities, Acquired By Wells Fargo) Oct 1989 - Oct 1990Denver
Shelley Herold Skills
Shelley Herold Education Details
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Graduated In Top 10% Of Class -
Business Administration & Management
Frequently Asked Questions about Shelley Herold
What company does Shelley Herold work for?
Shelley Herold works for Fidelity Investments
What is Shelley Herold's role at the current company?
Shelley Herold's current role is Advisor / Financial Consultant at Fidelity Investments.
What is Shelley Herold's email address?
Shelley Herold's email address is sh****@****ast.net
What schools did Shelley Herold attend?
Shelley Herold attended University Of Denver - Daniels College Of Business, Babson College.
What are some of Shelley Herold's interests?
Shelley Herold has interest in Education.
What skills is Shelley Herold known for?
Shelley Herold has skills like Equities, Hedge Funds, Investments, Equity Research, Capital Markets, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Asset Managment, Financial Analysis, Mutual Funds.
Who are Shelley Herold's colleagues?
Shelley Herold's colleagues are Ashwin Parameshwara, Denno Louis, Jennifer Chase, Robert Pippin, Jay Mousseau, Adam Silverman, James P..
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Shelley Herold
Englewood, Co1agedwards.com -
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