Steve Mark, Cfa, Cap®
AeroLeads people directory · profile

Steve Mark, Cfa, Cap® Email & Phone Number

Retired at Fidelity Charitable®
Location: Greater Boston, United States, United States 12 work roles 3 schools
1 work email found @fmr.com 1 phone found area 800 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@fmr.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Charitable®
Role
Retired
Location
Greater Boston, United States, United States
Company size
480 employees

Who is Steve Mark, Cfa, Cap®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steve Mark, Cfa, Cap® is listed as Retired at Fidelity Charitable®, a company with 480 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 800, and a matched LinkedIn profile for Steve Mark, Cfa, Cap®.

Steve Mark, Cfa, Cap® previously worked as Board Chair, MicroLoan Foundation USA | Head of Strategic Accounts, Fidelity Charitable (Emeritus) | Financial Inclusion | Gender Lens Investing | Digital Finance at Fidelity Charitable® and Head of Strategic Account Relationship Management - Fidelity Charitable at Fidelity Investments. Steve Mark, Cfa, Cap® holds Mba, Finance / International from Boston University.

Company email context

Email format at Fidelity Charitable®

This section adds company-level context without repeating Steve Mark, Cfa, Cap®'s masked contact details.

*@fmr.com
68% confidence

AeroLeads found 1 current-domain work email signal for Steve Mark, Cfa, Cap®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Steve Mark, Cfa, Cap®

Accomplished relationship management, distribution, product strategy, and strategic marketing leader. Extensive experience supporting philanthropy strategies for wealth advisory, accounting, law, and private capital firms and their clients. Experience in non-profit board leadership as well as domestic and international financial services businesses serving intermediary, institutional, and high net worth clients. Charitable planning is a critical part of any professional advisor’s practice. Fidelity Charitable has distributed over $61B in grants to 357,000 non-profit organizations over the past 30 years. Email or call me to discuss how we can help bring charitable solutions to your clients and differentiate your firm. Overview of Experience> Demonstrated success building productive institutional relationships and expanding awareness of philanthropy / charitable planning strategies.> 13 years experience leading non-profit organizations to support women’s empowerment and financial literacy in sub-Saharan Africa. > Launched offshore mutual funds and VA, distributed through global broker dealers and private banks. Developed marketing materials and sales support strategies.> Led consulting projects for executive clients at major financial services institutions including strategy development, operational improvement, and balanced scorecards.Specialties: Philanthropy Strategy |Charitable Planning |Alternative / Non-publicly Traded Assets (Venture Capital, Private Equity, Hedge Funds) Financial / Wealth Planning |Practice Management |Distribution and Relationship Management |Client Experience Enhancement |Non-Profit leadership |Financial inclusion / literacy |Women’s Empowerment |Microfinance |Business Strategy and Marketing |Contact: steven.mark@fmr.com

Listed skills include Financial Services, Mutual Funds, Investments, Wealth Management, and 46 others.

Current workplace

Steve Mark, Cfa, Cap®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Charitable®
Fidelity Charitable®
Retired
Boston, MA, US
Website
fidelitycharitable.org
Employees
480
AeroLeads page
Company profile
View company profile Email format
12 roles · 43 years

Steve Mark, Cfa, Cap® work experience

A career timeline built from the work history available for this profile.

Board Chair, Microloan Foundation Usa | Head Of Strategic Accounts, Fidelity Charitable (Emeritus) | Financial Inclusion | Gender Lens Investing | Digital Finance

Fidelity Charitable®

Greater Boston

Head Of Strategic Account Relationship Management - Fidelity Charitable

Current
Fidelity Investments

Boston, MA, US

Lead a team of experienced RMs to help wealth advisory firms and advisors grow their business by effectively integrating philanthropy into client relationships. The Strategic Accounts team drives efforts for the Fidelity Charitable Gift Fund, the first National Donor Advised Fund in the US: - Build new distribution channels and strategic relationships.

Jul 2014 - Present

Vp, Wealth Management Product

Fidelity Investments

Boston, MA, US

Leading Private Wealth Management Product team. Developing Wealth Management / Wealth Planning offer for HNW clients.

2012 - Jul 2014

Consultant - Fidelity Charitable And Workplace Managed Accounts

Fidelity Investments

Boston, MA, US

Led strategic and operational consulting engagements for multiple Fidelity business units. > Conducting operational review of managed account product embedded in 401(k) and 403(b) retirement plans.> Designing refined sales and service model for Donor Advised Fund to support business growth and enhance client interactions for Advisor-distributed product line.

2012 - 2012

Chairman - Board Of Directors

Current
Microloan Foundation Usa

Chestnut Hill, Massachusetts, US

Provide strategic direction and leadership to financial literacy / microlending organization providing services to women entrepreneurs facing poverty in Malawi, Zambia, and Zimbabwe. MicroLoan Foundation has supported over 400,000 women since its founding in 2002, and along with their 4-5 dependents, has helped more than 2 million people who are.

2011 - Present ~15 yrs 4 mos

Principal

Srm Associates

Developed business growth strategies, and distribution / marketing plans for executive clients, focused on increasing assets under management and distribution opportunities. Help clients achieve operational excellence in key business processes.

2010 - 2012 ~2 yrs

Head Of Strategy And Business Execution, Wealth Management Group

Tiaa-Cref

New York, NY, US

Led efforts to build and launch wealth management / financial planning business for one of the country's largest retirement plan providers.VP, Enterprise IntegrationDesigned and initiated program to improve scalability of a $400B+ asset management / insurance company by enhancing the client and employee experience, utilizing Lean Six Sigma methodologies..

2004 - 2010 ~6 yrs

Vice President, Channel Manager, Advisor Sales Group

Fidelity Investments

Boston, MA, US

Fidelity Investments Institutional Services, Inc - FIIS is the intermediary/adviser distribution arm of Fidelity Investments.Selected to lead asset growth efforts across channels covering broker dealers, insurance companies, and banks with over $65B in Fidelity assets. Led development of key account plans, channel strategies, marketing tactics, and product.

1996 - 2002 ~6 yrs

Vp, Offshore Funds Market Management

Fidelity Investments Institutional Services Co./Offshore Group

Expanded offshore product line, launching new funds and leading entry into offshore variable annuity market; led worldwide Offshore Fund launches and contract negotiations with major global financial institutions.

1999 - 2001 ~2 yrs

Manager, Financial Services Consulting

Coopers & Lybrand Consulting, Boston, Ma

Marketed and delivered consulting services to senior executives at domestic and international financial institutions.> Developed targeted strategies for the Latin American business units of a US-based international bank. Evaluated markets for mutual funds, credit card, residential mortgage lending, and global custody businesses.> Managed strategic projects.

1993 - 1996 ~3 yrs

Loan Officer, Mortgage Originator, Senior Underwriter

Mortgage Lending Industry Experience

> Developed institutional relationships with federal lending agencies (Fannie Mae, Freddie Mac, FHA/VA), real estate developers, and realtors to grow mortgage loan portfolios and increase fee income.> Reviewed mortgage applications and made lending approval / decline decisions.> Plymouth Mortgage Company, Foxborough, MA; NorthEastern Mortgage Company.

1983 - 1993 ~10 yrs
Team & coworkers

Colleagues at Fidelity Charitable®

Other employees you can reach at fidelitycharitable.org. View company contacts for 480 employees →

CO Catherine O'Dwyer Catherine O'Dwyer Colleague at Fidelity Charitable® Raleigh-Durham-Chapel Hill Area, United States View → JS Jeffrey Shadrack Jeffrey Shadrack Colleague at Fidelity Charitable® Pretoria, Gauteng, South Africa, South Africa View → SN Similo Ngubane Similo Ngubane Colleague at Fidelity Charitable® Durban, KwaZulu-Natal, South Africa, South Africa View → LR Lisa Reinhart Lisa Reinhart Colleague at Fidelity Charitable® Roanoke, Texas, United States, United States View → AL Amy Lyons Amy Lyons Colleague at Fidelity Charitable® Denton, Texas, United States, United States View → RA Rekha Avula Rekha Avula Colleague at Fidelity Charitable® Charlotte, North Carolina, United States, United States View → CW Chelsea Wallis Chelsea Wallis Colleague at Fidelity Charitable® Durham, North Carolina, United States, United States View → FN Francoise Niyonzima Francoise Niyonzima Colleague at Fidelity Charitable® Dallas, Texas, United States, United States View → KS Kyla Smith Kyla Smith Colleague at Fidelity Charitable® Dallas-Fort Worth Metroplex, United States View → SW Sarah Weissberg Sarah Weissberg Colleague at Fidelity Charitable® Raleigh-Durham-Chapel Hill Area, United States View →
3 education records

Steve Mark, Cfa, Cap® education

Mba, Finance / International

Boston University

Microfinance (Independent Coursework)

Tufts University

Ba, Economics, Economics

Union College
FAQ

Frequently asked questions about Steve Mark, Cfa, Cap®

Quick answers generated from the profile data available on this page.

What company does Steve Mark, Cfa, Cap® work for?

Steve Mark, Cfa, Cap® works for Fidelity Charitable®.

What is Steve Mark, Cfa, Cap®'s role at Fidelity Charitable®?

Steve Mark, Cfa, Cap® is listed as Retired at Fidelity Charitable®.

What is Steve Mark, Cfa, Cap®'s email address?

AeroLeads has found 1 work email signal at @fmr.com for Steve Mark, Cfa, Cap® at Fidelity Charitable®.

What is Steve Mark, Cfa, Cap®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Steve Mark, Cfa, Cap® at Fidelity Charitable®.

Where is Steve Mark, Cfa, Cap® based?

Steve Mark, Cfa, Cap® is based in Greater Boston, United States, United States while working with Fidelity Charitable®.

What companies has Steve Mark, Cfa, Cap® worked for?

Steve Mark, Cfa, Cap® has worked for Fidelity Charitable®, Fidelity Investments, Microloan Foundation Usa, Srm Associates, and Tiaa-Cref.

Who are Steve Mark, Cfa, Cap®'s colleagues at Fidelity Charitable®?

Steve Mark, Cfa, Cap®'s colleagues at Fidelity Charitable® include Catherine O'Dwyer, Jeffrey Shadrack, Similo Ngubane, Lisa Reinhart, and Amy Lyons.

How can I contact Steve Mark, Cfa, Cap®?

You can use AeroLeads to view verified contact signals for Steve Mark, Cfa, Cap® at Fidelity Charitable®, including work email, phone, and LinkedIn data when available.

What schools did Steve Mark, Cfa, Cap® attend?

Steve Mark, Cfa, Cap® holds Mba, Finance / International from Boston University.

What skills is Steve Mark, Cfa, Cap® known for?

Steve Mark, Cfa, Cap® is listed with skills including Financial Services, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategy, Business Strategy, and Financial Modeling.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.