Matthew DiNallo, CFA

Fort Lauderdale, Florida

Client Relationship Manager, Institutional Business Development, Aberdeen Standard Investments

Experience at:
Aberdeen Standard Investments, Hansberger Global Investors, Fidelity Investments

I’m interested in mentoring people from:

    Matthew DiNallo, CFA
    Where I've Worked
    Aberdeen Standard Investments logo

    2014 – 2019

    Client Relationship Manager, Institutional Business Development

    Aberdeen Standard Investments
    H

    2008 – 2014

    VP Institutional Client Services - Consultant Relations

    Hansberger Global Investors
    Fidelity Investments logo

    2005 – 2008

    Senior Product Manager, Institutional & Retail Services

    Fidelity Investments
    Prudential Financial Corporation logo

    2002 – 2005

    Product Manager, Prudential Retirement

    Prudential Financial Corporation
    Fidelity Investments logo

    1997 – 2002

    Senior Financial Analyst, Fidelity eBusiness and Telecommunications

    Fidelity Investments
    Where I've Studied

    MBA, International Finance

    George Washington University

    BS, Finance

    Central Connecticut State University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Relationship Mgr | Business Development | Product Mgr | Portfolio Specialist

    CFA | MBA | Series 7 & 63 | Level 2 CAIA Candidate 20+ years institutional and retail experience (Aberdeen, Fidelity, Hansberger, Prudential) 750+ in-person portfolio review meetings (Equity, Fixed Income, Alternatives)

    Specialties

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    In the Media

    Social Media