Myles Proe is a qualified professional, working in Fidelity Investments main office of which is in 34. on the position of Implementation Manager - Brokerage Products since 2012. This expert gained professional experience in more than six positions at various companies. Myles Proe went to the Salve Regina University and was studying from 2006 to 2010. This professional has such professional qualifications as Financial Industry Regulatory Authority (Finra), Series 63, and Cfa Institute. Foxborough, Massachusetts is the city, where the professional was known to live. The person's e-mail and phone can be accessed through this website on demand.
Name variants:
Miles Proe
Last updated Jun 02, 2024
Contact Information
Last Update
Jul 6, 2022
Email
my**@bankofamerica.com, my**@gmail.com, my**@fidelity.com
Location
Foxborough, MA
Company
Workplace
Implementation Manager - Brokerage Products
Boston, MA
Industry
Financial Services
Colleagues
Work History
Implementation Manager - Brokerage Products
Smithfield, RI
•Manage on-going client relationships after implementation to drive new business
•Maintain an effective and efficient relationship with internal Operations and Support personnel
•Uphold an u...
from Jul 2012
Financial Analyst, Commercial Lender & Portfolio Manager
North Brookfield, MA
•Discussed and reason all approvals and denials of commercial credit requests with President & CEO
•Maintained commercial lending relationships with commercial customers and prospects
•M...
May 2010 — Jul 2011
Financial Services Intern
•Regressed technical indicators against various ETF’s, equities and options to equate probability of price inefficiency
•Made long or short position recommendations to VP of Investments base...
May 2009 — May 2010
Financial Services Intern
•Learned how to manage risk in many retirement portfolios, as well as sustained organization of client records
•Assisted Senior Vice President of Investments with client database updates
•A...
Jan 2009 — May 2009
Technical Analyst Intern
•Maintained network service requests and server certification work schedules
•Acted as a liaison between user community and technical groups
•Built queries for job inventory reporting
•Assis...
Jun 2008 — Aug 2008
Education
2006 — 2010
2002 — 2006
Occupations
Executive
Vice President
Financial Broker
Banker
Implementation Manager
Compliance Officer
Accountant
Bank Examiner
Director of Quality Control
Auto Mechanic
Automobile Detailer
Counselor
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Managers
Financial Compliance Examiner
Auditor
Compliance Manager
Automobile Mechanic
Automotive Mechanic
Advisor
Skills
Finance
Equities
Banking
Microsoft Excel
Powerpoint
Series 7
Financial Analysis
Microsoft Word
Financial Statements
Risk Management
Series 63
Analysis
Microsoft Office
Portfolio Management