internationally experienced investment consultant | strategic asset allocation | financial planning | behavioral finance | goals-based investing@ PNC
Miami-Fort Lauderdale Area
Fidelma Farinas
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University of Miami Herbert Business School
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FlashIntel GPTFidelma Farinas is an experienced Business Development Consultant with 18.8 years of work experience in the financial services industry. She specializes in insurance, mutual funds, annuities, and asset management in both the domestic and offshore markets. Fidelma has a strong network of financial advisor relationships in the US and Latin America. She has held various positions in reputable companies such as PNC, City National Rochdale, ARI Financial Group, Kensington Financial Associates, Knighthead Annuity & Life Assurance Company, and GE Financial. Fidelma's expertise lies in insurance, mutual funds, annuities, and asset management.
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About
Experienced Business Development Consultant with a demonstrated history of sales success in the financial services industry. Areas of focus and expertise in insurance, mutual funds, annuities and asset management in both the domestic and offshore markets. Strong network of financial advisor relationships throughout the US and Latin America.
Work Experience
internationally experienced investment consultant | strategic asset allocation | financial planning | behavioral finance | goals-based investing
Senior Vice President | International Wealth Manager
Financial Services
Fidelma Farinas's Professional Milestones
- Private Client Associate (2005-01-01~2007-12-01): Establishing strong relationships with clients, making them satisfied and thriving in a competitive market.
- Business Development Consultant (2017-11-01~2018-10-01): Driving revenue growth through strategic partnerships and targeted business initiatives.
Education
International Business
2007-2009Skill
Mutual Funds
Wealth Management
Investments
Insurance
Series 7
Portuguese
Spanish
Asset Allocation
Strategic Financial Planning
Financial Services
Securities
Investment Strategies
Alternative Investments
Financial Modeling
Wealth
Asset Management
Banking
Financial Planning
Portfolio Management
Certification
Colleagues
Alka Singh
product owner and avp at pnc bank | banking fraud management real time payments business analysis product integration
James Campbell
Senior IT Business Analyst | Product Owner
Kathleen Shinhearl
Product Owner
Collin Luibl, MBA
Business Lending Specialist | Deposit Specialist | Business Model | Analyst | Business Owner Advocate
alfian afrizal
Business Owner
Other Named Fidelma Farinas
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Fidelma Farinas's social media include: Linkedin,
Fidelma Farinas works for PNC
Fidelma Farinas's role in PNC is internationally experienced investment consultant | strategic asset allocation | financial planning | behavioral finance | goals-based investing
Fidelma Farinas works in the industry of Financial Services
Fidelma Farinas's colleagues are Alka Singh,James Campbell,Kathleen Shinhearl
Fidelma Farinas's latest job experience is internationally experienced investment consultant | strategic asset allocation | financial planning | behavioral finance | goals-based investing at PNC
Fidelma Farinas's latest education in University of Miami Herbert Business School
