Ryan Halliday is a seasoned client services and relationship management leader with over 15 years of experience in financial services and technology. Currently serving as a Director at Fidelity Investments, Ryan drives participant engagement and client satisfaction through strategic communication and tailored solutions. Previously, Ryan held project management roles at Ultimate Kronos Group, Anaqua, and Upland Qvidian, managing complex software implementations and optimizing workflows. Ryan holds a Bachelor’s in Business from Dean College and possesses FINRA Series 7 and 63 licenses, along with proficiency in Salesforce and Smartsheet.
Location
Boston, United States
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