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Gary M
@gary_miller_
SVPHead of DCIO National Accounts and Retirement Sales
Stati Uniti
Inglese
Chi sono
I am an investment professional with deep relationship management skills and the ability to effectively communicate investment process, philosophy, and performance. I am a proven leader trusted by senior management to spearhead change management and mentor associates. I leverage my expertise in investment consulting, sales, and executive leadership to build mutually beneficial relationships.
Competenze
Gary M
offline •
Consulta i miei servizi
Consulenza per investimenti
I will develop a 401k investment plan
Esperienza lavorativa
Fidelity Investments
Full time • 18 yrs 2 mos
Vice President DCIO Account Executive
Jan 2012 - Jan 2016 • 4 yrs
Grew AUM within Large and Mega DCIO Markets. Managed over $20B in assets and developed strategic territory plans. Positioned mutual funds and separate accounts to consultants and government/corporate direct markets.
Vice President-Investment Consultant
Jan 2001 - Jan 2012 • 11 yrs
Consulted with senior leaders in Government and Corporate markets. Partnered with record keepers for fund solutions and conducted investment reviews with committees to optimize product positioning and plan design.
Senior Retirement Consultant-Tax Exempt Sales
Nov 1997 - Jan 2001 • 3 yrs 2 mos
Focused on retirement consulting and tax-exempt sales, providing investment education and plan design solutions to partners and clients within the Fidelity Investments framework.
