Kevin Schiller
University of New Hampshire
Tell me more about Kevin Schiller?
Kevin Schiller is a Market Leader at Fidelity Investments Wealth Management network with over 30 years of experience. He focuses on creating a meaningful experience for customers and fostering a positive work environment. Kevin believes in the importance of honesty, trust, and integrity for associates. He is currently leading 9 Boston based Wealth Management offices and developing his associates to help clients achieve financial success. Kevin's role involves managing high-performance teams and implementing a culture of teamwork and collaboration. He is dedicated to delivering guidance and product solutions to his clients.
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About
As a Market Leader in the Fidelity Investments Wealth Management network, my focus is on creating ameaningful experience for our customers and fostering an environment of honesty, trust, and integrity for associates. I believe we make a difference in our customers' lives each and every day through retirement planning. My role currently is to lead 9 Boston based Wealth Management offices, grow the business for Fidelity, and develop our associates so they can help our clients achieve financial success. During my tenure at Fidelity, I have found that managing a high performance team in financial services requires a number of key elements:1) Relentless pursuit of hiring the right talent and fit.2) Developing a culture of teamwork and collaboration - This is critical for success. Create an open, trusting team atmosphere and your associates will provide you the answers needed to move the business forward.3) Put proper controls in place - We work in a regulated environment designed to protect ourcustomers.4) Provide coaching and resources to our associates – This is at the core of creating that meaningful and differentiated experience for our customers. Our representatives need to master their understanding of our retirement planning process, the tools we use to deliver guidance and the vast array of product solutions Fidelity has to offer.5) Work hard, play hard - Life is short so make sure you enjoy every minute of it. The people are what make Fidelity a great place to work and invest. This is a culture like no other. The people here are smart, innovative, dedicated and always put the customer first. I am proud to say I work at Fidelity Investments.
...See MoreWork Experience
Market Leader | Wealth Management Offices
Vice President | Senior Branch Manager
Regional Vice President - Conduit Contribution Sales
Vice President Of National Sales | Personal Investments
Market Leader | Wealth Management Offices
Financial Consultant
Director Of Trading - Personal Investments
Financial Services
Kevin Schiller's Professional Milestones
- Market Leader | Wealth Management Offices (1999-01-01~2002-01-01): Developed comprehensive marketing strategies to drive brand awareness and increase revenue through strategic wealth management offices.
- Regional Vice President - Conduit Contribution Sales (2004-01-01~2012-12-01): Achieved record-breaking sales numbers, exceeding targets and expanding market presence through strategic revenue management.
Education
Business Administration
1989-1993Skill
Series 6
Series 7
Series 8
Series 63
Series 65
Ma Insurance #1930567
02917.2015 Fmr
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Brandy Reed
Chief Executive Officer | Business Owner
Other Named Kevin Schiller
Frequently asked questions
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Kevin Schiller's social media include: Linkedin,
Kevin Schiller works for Fidelity Investments
Kevin Schiller's role in Fidelity Investments is Market Leader | Wealth Management Offices
Kevin Schiller works in the industry of Financial Services
Kevin Schiller's colleagues are John Grdina,Steve Boyd,Anton Vaskovtsev
Kevin Schiller's latest job experience is Market Leader | Wealth Management Offices at Fidelity Investments
Kevin Schiller's latest education in University of New Hampshire