With work experience over 16 years, Sherry is currently working at Rinet Company based in 499 as a Director of Marketing. Sherry received his education at the Boston University. Sherry has earned certifications in : Certified Financial Planner™ and Chartered Financial Consultant®. This expert can be found in Boston, Massachusetts. To contact directly with Sherry, you can search for their phone or e-mail or find further info by requesting access to the person's additional details through SoftwareOfficial.
Name variants:
Sherry Blanchette
Last updated Jun 17, 2024
Contact Information
Workplace
Director of Marketing
Boston, MA
Industry
Financial Services, Financial Consultant & Tax Planning, Management Consulting Services, Investment Advice
Colleagues
Work History
Director of Marketing
101 Federal St, Boston, MA 02110
Lead marketing for an independent, fee-only registered investment advisor with ~$3.5 billion in assets under advisement.
Generated ~$500,000 in net new revenue per year by providing new bu...
from Aug 2013
Director, Program Management
Boston, MA
Led the development and management of programs/services for the Fidelity Investments Charitable Gift Fund, the nation’s largest donor-advised fund.
Generated ~$300 million in new assets wi...
Mar 2007 — Aug 2013
Senior Marketing Manager
245 Summer St, Boston, MA 02210
Managed selling system and provided marketing support to sales and relationship managers serving registered investment advisors. Led re-branding effort and managed the conversion of over 100...
Jul 2005 — Mar 2007
Manager, Product Development
245 Summer St, Boston, MA 02210
Led the Planning & Guidance Customer Reports program for the retail channel serving mass affluent and high net worth investors. Managed the development of customer plans for key Fidelity too...
Oct 2003 — Jul 2005
Assistant Manager
245 Summer St, Boston, MA 02210
Created public relations and communications programs for Fidelity’s institutional businesses, including services for employers and financial intermediaries. Coached and prepared Fidelity exe...
May 2000 — Oct 2003
Account Executive
Developed public relations programs at leading high-tech PR agency. Client accounts included Hewlett Packard, supply chain management firms, and internet start-up companies. Coached and prep...
Jan 1999 — May 2000
Associate Account Executive
909 3Rd Ave, New York, NY 10022
Managed and supported public relations programs at leading high-tech PR agency. Client accounts included Compaq Computer Corporation and internet start-up companies. Coached and prepared exe...
Jan 1997 — Jan 1999
Occupations
Executive
Marketing Director
Advisor
Accountant
Finance and Accounting Specialist
Director
Recognition
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Leadership
Marketing
Generating Revenue
Cost Reduction
Marketing Strategy
Product Marketing
Product Development
Product Management
Program Development
Program Management
Marketing Communications
Public Relations
Brand Development
Brand Management
Corporate Branding
Corporate Communications
Message Development
Creative Direction
Cross Functional Team Leadership
Emotional Intelligence
Management
Relationship Management
Project Management
Strategic Planning
Problem Solving
Lead Change
Coaching
Influence Others
Competitive Analysis
Client Service
Budget Management
Mentoring
New Business Development
Financial Services
Technology Marketing
B2B
B2C
Wealth Management
Financial Planning
Investments
Portfolio Management
Alternative Investments
Retirement
Asset Allocation
Hedge Funds
Financial Plan Implementation
Retirement Planning
Charitable Planning
Portfolio Review
Tax