Matthew DiNallo, CFA

Boca Raton, Florida

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:

    Where I've Worked
    A

    Sep 2014 – Dec 2018

    Relationship Manager, Institutional Business Development

    Aberdeen Standard Investments
    H

    Jul 2008 – Aug 2014

    Vice President, Institutional Client Services

    Hansberger Global Investors

    Feb 2005 – Jun 2008

    Senior Product Manager, Fidelity Institutional Services

    Fidelity Investments

    Mar 2002 – Jan 2005

    Product Manager, Prudential Retirement

    Prudential Financial Corporation

    Dec 1997 – Mar 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

    Institutional Business Development Professional - Seeking Next Opportunity

    Results driven professional with over 20 years of experience in the investments industry. Client retention, Cross-Selling, Product Specialist/Management, Presented hundreds of times to clients. CFA Charterholder, MBA, Series 7 & 63 in good standing.

    Specialties

    Banking, Loans & Insurance

    Corporate Finance

    Investments

    Risk & Quantitative Analysis

    Ask Me for a Referral

    In the Media

    Social Media