Kevin Schiller
Market Leader | Wealth Management Offices@ Fidelity Investments
Norwell, Massachusetts, United States
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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.

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Work Experience

245 Summer St, Boston, MA, 02210, US

Financial Services

74364
Phone
+1 8003433548

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.
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Education

University of New Hampshire
University of New Hampshire

Business Administration

1989-1993