Donnie Poe Email & Phone Number | Accomplished Director in Managed Solutions with proven expertise in Fidelity’s Managed Account solutions and deep knowledge of Fidelity’s Unified Managed Household (UMH) offering – Portfolio Advisory Services (PAS). Results-oriented member of a multi-functional team with product management, product delivery, content development, investment, and field experience. Demonstrated a high level of collaboration with key partners across Fidelity. Master's degree in finance and FINRA series 7, 24, 63 and 66 licensed. Highly knowledgeable in Fidelity Discretionary Managed Accounts products: - Unified Managed Household (UMH) - Portfolio Advisory Services (PAS) Accounts through Fidelity Wealth Services - Separately Managed Accounts (SMA) through Fidelity Strategic Disciplines Email: donnie

Donnie Poe

Accomplished Director in Managed Solutions with proven expertise in Fidelity’s Managed Account solut...
Shrewsbury, Massachusetts, United States

*50 free lookup(s) per month.

Donnie Poe’s Phone Numbers

Get DONNIE’s Phone Number (For Free)

Social Media

Donnie Poe’s Location Shrewsbury, Massachusetts, United States

Donnie Poe’s Current Industry Fidelity Investments

Donnie Poe’s Prior Industry Le Parker Meridien | Marriott Hotels | The Philippines Department Of Foreign Affairs

Find accurate emails & phone numbers for over 700M professionals.

Director, Managed Solutions

2016-12-01 00:00:00 - Present

Front Office Supervisor and Trainer

2004-05-01 00:00:00 - 2006-07-01 00:00:00

Front Desk Agent

2003-07-01 00:00:00 - 2004-04-01 00:00:00

Research Intern

2002-12-01 00:00:00 - 2003-03-01 00:00:00

No Skills Available

No Languages Available

Donnie Poe is a Accomplished Director in Managed Solutions with proven expertise in Fidelity’s Managed Account solutions and deep knowledge of Fidelity’s Unified Managed Household (UMH) offering – Portfolio Advisory Services (PAS). Results-oriented member of a multi-functional team with product management, product delivery, content development, investment, and field experience. Demonstrated a high level of collaboration with key partners across Fidelity. Master's degree in finance and FINRA series 7, 24, 63 and 66 licensed. Highly knowledgeable in Fidelity Discretionary Managed Accounts products: - Unified Managed Household (UMH) - Portfolio Advisory Services (PAS) Accounts through Fidelity Wealth Services - Separately Managed Accounts (SMA) through Fidelity Strategic Disciplines Email: donnie_poe@yahoo.com Mobile: 551-998-2034

Donnie Poe has prior
experience in the following industries:
Le Parker Meridien | Marriott Hotels | The Philippines Department Of Foreign Affairs

Donnie Poe has the following professional experience:
Fidelity Investments | Le Parker Meridien | Marriott Hotels | The Philippines Department Of Foreign Affairs