Cfp® Matt Connor

Matt Connor, CFP®, has a diverse work experience in the finance industry. Matt currently serves as the VP, National Fundraising Manager - Personal and Workplace Investing Channels at Fidelity Charitable®, a role they started in 2020. Prior to this, they had an extensive tenure at Fidelity Charitable, where they held various positions such as VP, National Fundraising Manager, Head of Fundraising Operations, and Director, Inside Sales Manager. In these roles, they were responsible for leading teams, recruiting, hiring, and training associates, and collaborating with National Accounts and executive teams on strategic selling and analysis. Before joining Fidelity Charitable, they worked as a Certified Financial Planner™ at Genesis Capital Advisors, providing comprehensive financial planning services to clients. Matt also gained experience as a Wealth Advisor at RMK Associates, LLC, and as a Business Development/Wholesaler at John Hancock Financial Services. Matt started their career as an Inside Wholesaler at Fidelity Investments, where they excelled in building relationships and promoting Fidelity Advisor Fund products. Throughout their career, they have demonstrated strong sales performance, leadership, and strategic planning skills.

Matt Connor, CFP®, holds a Bachelor of Science degree in Finance from the University of Colorado Boulder - Leeds School of Business, which they obtained from 1999 to 2002. Prior to that, they attended Bishop Feehan High School from 1994 to 1997. Matt has also obtained the certification of Certified Financial Planner (CFP) from the Certified Financial Planner Board of Standards. However, the specific month and year of their certification are not provided.