head of advisor scale and channel optimization@ Fidelity Investments
Smithfield, Rhode Island, United States
Geoff Meester
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University of Miami Herbert Business School
Real-Time AI Research
FlashIntel GPT
Tell me more about Geoff Meester?
FlashIntel GPTGeoff Meester is a highly experienced professional with 29.8 years of work experience in various roles related to analytics, sales operations, and financial services. He has a strong background in quantitative analytics, segmentation, and process improvement. Geoff has held leadership positions at Fidelity Investments, BCI Defense, and BCI Solutions, Inc. He is currently the Vice President - Sales Utilization at Fidelity Investments. Geoff's expertise lies in data analysis, business analysis, and risk management. He is based in Battleboro, Massachusetts, United States.
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Emails and Phone Numbers
About
Vice President - Sales Utilization at Fidelity Investments
Work Experience
Head Of Advisor Scale And Channel Optimization
Head Of Distribution Analytics
Vice President - Sales Utilization
Vice President - Institutional Sales Operations
Vice President - Retail Brokerage Sales Operations
head of advisor scale and channel optimization
Vice President - Retail Brokerage Capacity Planning And Analysis
Financial Services
Geoff Meester's Professional Milestones
- Consultant (2000-01-01~2003-01-01): Provided expert advice and advice on complex technical matters, leading to improved business performance.
- Senior Operations Analyst (2003-01-01~2005-01-01): Streamlined operational processes to enhance efficiency and optimize team performance.
Education
Operations Research
1994-2000Skill
Analytics
Sales Operations
Financial Services
Quantitative Analytics
Segmentation
Analysis
Process Improvement
Marketing Analytics
Mathematical Modeling
Management
Strategy
Risk Management
Data Analysis
Business Analysis
Forecasting
Crm
Business Analytics
Data Mining
Predictive Analytics
Outsourcing
Marketing Research
Predictive Modeling
Statistics
Multi Channel Marketing
Sas
Performance Management
Statistical Modeling
Training
Banking
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Brandy Reed
Chief Executive Officer | Business Owner
Other Named Geoff Meester
Frequently asked questions
We found 2 Geoff Meester's email addresses
We found 1 Geoff Meester's phone numbers
Geoff Meester's social media include: Linkedin,
Geoff Meester works for Fidelity Investments
Geoff Meester's role in Fidelity Investments is head of advisor scale and channel optimization
Geoff Meester works in the industry of Financial Services
Geoff Meester's colleagues are John Grdina,Steve Boyd,Anton Vaskovtsev
Geoff Meester's latest job experience is head of advisor scale and channel optimization at Fidelity Investments
Geoff Meester's latest education in University of Miami Herbert Business School
